Additional Services

Tax Services (CPA Prepared & Reviewed)

• Individual Returns

• Business Returns: Single-Member LLC

• Tax Planning & Strategy

Advisory & CFO Services: Available to ongoing bookkeeping clients seeking growth support.

• Cash flow forecasting & budgeting

• KPI, profitability insights, & strategic planning calls

One-Time Setup & Cleanup Projects

• Catch-Up / Cleanup

• Software Setup & Integrations

• Entity Setup & Guidance

Optional Monthly Add-Ons

• Payroll Processing

• Additional State Sales Tax

• 1099 Filings