Services Offered

Services

Accounting Services

We provide comprehensive accounting support to keep your business finances accurate, organized, and compliant. Services include:

Core Bookkeeping

Accounts payable (bill entry, payments, vendor management)
Accounts receivable (invoicing, collections, customer management)
Bank and credit card reconciliations
Payroll processing & payroll tax filings
Sales/use tax filings
Financial statement preparation (monthly/quarterly/annual: P&L, balance sheet, cash flow)
General ledger management & clean-up

CPA / Accounting Advisory

Tax facilitation & preparation support
Audit preparation support
GAAP compliance & technical accounting guidance
Business structuring (LLC, S-Corp, C-Corp setup & advisory)

Controller & Advisory Services

Budgeting & forecasting
Cash flow management & projections
Job costing & profitability analysis
Internal controls design & implementation
Strategic growth & exit planning
Mergers, acquisitions, & due diligence support

Specialized Industry Services

Nonprofits, agriculture, medical practices, startups, high-net-worth individuals, natural resource businesses

Executive Services

Our executive support services streamline your operations and free up your time, allowing you to focus on what matters most. Services include:

Business Management

Calendar and email management
Project coordination and workflow optimization
Liaison with clients, vendors, and advisors
Task tracking and prioritization
HR and payroll onboarding support

Personal & Lifestyle Support

Household or personal vendor coordination
Personal scheduling and reminders
Errands and research support

Travel & Event Planning

Travel arrangements and itinerary management
Event planning and coordination
Meeting and conference support

High-Touch / Back Office Services

Bill payment & expense management
Executive assistant support (document prep, reporting)
Vendor & contractor setup & compliance tracking
Concierge-style requests (dining, tickets, memberships)