Our Services

Stay Organized, Stay Confident

We handle your day-to-day financial recordkeeping so you always have an accurate picture of your finances. Our bookkeeping services include monthly bank reconciliations, categorizing transactions, managing accounts payable (bills) and receivable (invoices), and producing clean financial statements. With up-to-date books, you can make informed decisions and avoid cash flow surprises. Plus, as a CPA-led service, we ensure everything is GAAP-compliant and tax-ready. Spend less time in Excel and more time on your business – knowing your ledgers are in expert hands.

Simplify Complex Crypto Reporting

Crypto investors and blockchain entrepreneurs, this one’s for you. We provide specialized accounting and tax services for Bitcoin and digital assets. From routine trades and exchanges to DeFi lending, staking income, mining, and NFT transactions, we’ve got you covered. We’ll reconcile your transaction history (across wallets and exchanges) and calculate your capital gains/losses and taxable crypto income. Our expertise in this ever-evolving area means we help you minimize surprises at tax time and stay ahead of new IRS rules. Don’t let the complexity of crypto taxes intimidate you – we make it easy and compliant.

Maximize Savings, Minimize Stress

Taxes done right, with strategy in mind. We prepare federal and state tax returns for individuals, families, and businesses, ensuring accuracy and timely filing every time. But we don’t stop at form-filing: we work with you throughout the year on proactive tax planning. That means identifying deductions and credits, advising on timing of income and expenses, and structuring transactions (like asset purchases or retirement contributions) to legally lower your tax bill. Whether you’re a W-2 earner with investments or a business owner with complex filings, our goal is that you never pay more tax than you owe – and never miss a compliance deadline. We take the headache out of taxes and often find opportunities to save you money in the process.

More Than Compliance — A Partner for Growth

Think of this as CFO-level guidance tailored to small business budgets. If you need higher-level financial strategy – but not a full-time CFO – we step in as your fractional Chief Financial Officer. Services include developing budgets and financial forecasts, analyzing profitability (by product, client, or project), designing and tracking KPIs (Key Performance Indicators) that matter for your industry, and advising on important decisions (pricing, hiring, capital investments, etc.). We also assist with business structure optimization (e.g., is S-Corp status right for you?) and long-term tax strategy as part of every plan. In short, we help you align your finances with your growth goals. You’ll get to make decisions with an experienced CPA by your side, without the six-figure cost of a full-time CFO. We don’t just report history – we help you shape the future.

Support for CPA & Accounting Firms

This is a unique offering for fellow accountants and tax pros. When your firm has more work than hands to do it – or you encounter a specialized area like crypto accounting – we provide confidential, white-label support to get you through. You can outsource to us individual projects or routine overflow: preparing tax returns (individual or business) during crunch time, handling bookkeeping clean-ups or monthly accounting for your clients, or consulting on crypto taxation for a tricky case. We operate as a seamless extension of your team: under your branding, meeting your quality standards, and maintaining strict confidentiality and non disclosure. Our goal is to help you serve more clients without adding permanent staff, all while protecting your firm’s reputation. (Your clients will never know we were involved – you get the credit, we do the work in the background.)