What you get
Monthly Bookkeeping Services — Accurate, timely bookkeeping using QuickBooks or your preferred accounting software.
Financial Statement Preparation — Professional balance sheets, income statements, and cash flow reports for decision-making and lending.
Payroll Processing — Full-service payroll including multi-state compliance, tax filings, and year-end reporting (W-2s, 1099s).
Business Formation & Registration — Entity selection, business registration, EIN applications, and compliance setup.
Strategic Business Consulting — MBA-level business planning, cash flow management, and growth strategy development.
Why it matters
Accurate books aren't just for tax time—they're essential for making smart business decisions. Whether you're seeking funding, planning for growth, or simply want to understand your numbers, our accounting and consulting services give you clarity and confidence. With Georgetown MBA expertise, we bring strategic thinking that goes far beyond basic bookkeeping.
How it works
1
Discovery
We learn about your business, current systems, and goals.
2
System Setup
We configure your accounting software, chart of accounts, and processes.
3
Ongoing Service
We provide monthly bookkeeping, payroll, and financial reporting on a regular schedule.
4
Strategic Review
We meet quarterly to review financials and discuss business strategy and opportunities.
5
Year-End Support
We prepare year-end reports and coordinate seamlessly with tax preparation.
Services included
Monthly Bookkeeping & Reconciliation
Financial Statement Preparation
Payroll Processing (Multi-State)
Quarterly Payroll Tax Filings
W-2 and 1099 Preparation
Business Formation & Entity Selection
Business Registration & Licensing
Cash Flow Analysis & Management
QuickBooks Setup & Training
CFO Advisory Services
Business Plan Development
Financial Forecasting & Budgeting
