We provide bookkeeping and small-business advisory services designed to help owners understand their numbers, make informed decisions, and plan strategically for sustainable growth. Our focus is clarity, insight, and disciplined financial management—without crossing into regulated or licensed professional services.

Bookkeeping Services

We handle the day-to-day financial organization of your business so you can focus on operations and growth. Our bookkeeping services include:

• Transaction categorization and general ledger maintenance

• Bank and credit card reconciliations

• Accounts payable and receivable tracking (non-collections)

• Chart of accounts setup and optimization

• Preparation of internal financial statements (profit & loss, balance sheet, cash flow)

• Ongoing cleanup and organization of financial records

These services are provided for internal management purposes only and are designed to give you reliable, timely financial information.

Financial Review & Business Insight

Good bookkeeping is only the starting point. We help you understand what your numbers are telling you about your business.

Services may include:

• Reviewing financial statements with you line-by-line

• Explaining trends, variances, and key performance indicators

• Identifying strengths, weaknesses, and operational pressure points

• Translating financial data into plain-language business insights

• Helping owners ask better questions of their numbers

Our goal is to help you see the story behind the statements so financial reports become practical decision-making tools, not just compliance artifacts.

Small Business Consulting & Strategic Advisory

We offer non-licensed advisory services to support thoughtful planning and disciplined execution, including:

• Strategic planning support and goal alignment

• SWOT analysis development (strengths, weaknesses, opportunities, threats)

• External market and competitive landscape reports

• Internal performance benchmarking and KPI development

• Cash-flow awareness and planning discussions

• Process and operational improvement recommendations

All advisory services are consultative and educational in nature. We provide analysis, frameworks, and perspective—you retain full decision-making authority.

Tax Preparation

• We prepare federal tax returns for individuals and small businesses, making the process simple and straightforward.

• Because we already know your numbers, tax preparation is offered primarily to our bookkeeping clients—helping ensure your return is accurate and consistent with your financial records.

• We focus on clear communication, timely filing, and answering your questions so you understand what’s being filed and why.

• For more complex tax situations, we’re happy to work alongside your CPA or other tax professional to keep everything aligned.

• Tax preparation services are limited to return preparation only; audit, review, and legal services are not provided.

What We Do Not Provide

To maintain professional and regulatory boundaries, we do not provide:

• Audit, review, compilation, or attestation services

• Legal advice or investment advisory services

When needed, we are happy to coordinate with your CPA, EA, attorney, or financial advisor to ensure your financial information is organized and decision-ready.

Who We Serve

Our services are best suited for:

• Small business owners who want clearer financial visibility

• Founders who want to understand their numbers, not just receive reports

• Businesses seeking disciplined planning without unnecessary complexity.