ACcounting
​services

outsourced advisory

tax Prep
​services

assurance
​services

payroll & HR SERVICES

resolution 
​Services

ACcounting services

We provide accurate financial records and reports so you can make informed decisions with confidence. 
  • Bookkeeping Services
  • Income and Expense Tracking
  • General Ledger Maintenance
  • Correcting Discrepancies​​
  • Budgeting & Forecasting
  • Financial Reporting​​
  • QuickBooks Support
  • ​Adjusting Journal Entries

outsourced cfo & ceo advisory

We deliver strategic financial leadership and insights to help your business grow and succeed. 
  • Strategic Planning and Forecasting
  • Cash Flow & Capital Management
  • KPIs & Management Reporting 
  • Profitability & Cost Analysis
  • Board and Investor Reporting
  • Financing & Capital Support
  • Operational Reviews
  • Mergers, Acquisitions, & Exit Planning

payroll & human resources

We simplify payroll and HR so you can focus on your business and your people.
  • Payroll Processing
  • Direct Deposit & Paycheck Distribution
  • Payroll Tax Filings
  • W-2 & 1099 Preparation
  • Employee Benefits Administration
  • Time & Attendance Integration
  • Employee Handbooks
  • HR Compliance & Support

 tax services 

Tax planning and preparation designed to minimize your tax burden and keep you compliant. 

for individuals
  • Tax return preparation (1040)
  • Tax planning & projections
  • Retirement & investment planning
  • Capital gains & rental property 
  • IRS correspondence & notices

for businesses
  • Business tax return preparation
  • Entity selection & tax planning
  • Payroll tax filings
  • Multi-state tax compliance
  • Sales tax reporting

tax resolution services

We help resolve tax issues and restore your peace of mind. 
  • IRS & State Tax Representation
  • Back Tax Filings
  • Offers in Compromise
  • Installment Agreements
  • Penalty Abatement 
  • Levy & Lien Release
  • Aduit Representation
  • Innocent Spouse Relief

EXPANDING BEYOND TRADITIONAL ACCOUNTING SERVICES​

assurance services

Independent, objective assurance to help your organization operate more efficiently and with integrity. 

audit, Reviews, and Compliance services

  • Financial Statement Audits
  • Compliance Audits
  • Single Audits (Uniform Guidance)
  • Employee Benefit Plan Audits

Internal Controls &
specialized services

  • Internal Controls Assessment
  • Agreed-Upon Procedures
  • System Reviews
  • Quality Control Reviews
Serving
  • Nonprofit Organizations
  • Businesses & Organizations
  • Boards of Directors
  • Churches & Ministries

ready to work with us?

Whether you need bookkeeping, payroll, tax planning, outsourced advisory services, or assistance resolving tax issues, our team is here to help.
☎ (405) 691-6565                                       ✉ [email protected]