What we handle

Services

Monthly bookkeeping, payroll, income tax, tax support, and catch-up work for businesses in states like NY, NC, and CA.

Monthly bookkeeping

Bank and credit-card reconciliations, a clean general ledger, and a monthly profit-and-loss you can actually use.

QuickBooks Online setup and ongoing close
Categorization, recs, and month-end reports
A named person who knows your file

Payroll

Pay runs, filings, and year-end forms handled on a calendar — not left for you to chase.

Recurring payroll and contractor payments
Withholding, deposits, and quarterly filings
W-2 / 1099 support at year-end

Income tax

Business and personal income-tax returns, prepared with a year-round file so filing is not a scramble. Certified work is covered through our affiliate CPA firm.

Business and personal income-tax returns
Estimated payments and year-round planning
Filing through our affiliate CPA firm when a signature is required

Tax support

Year-round records that are ready for filing. When a CPA signature is required, work is coordinated through Penzone & Company, CPAs.

Organized year-end packages
Sales-tax and multi-state coordination
CPA work routed through our affiliate firm where required

Catch-up & cleanup

Behind on the books? We reconstruct the file, close the gaps, and leave you with a ledger you can run from.

Back-book reconstruction
Chart-of-accounts cleanup
A documented close you can hand to a lender or CPA

A complimentary consultation with our in-house affiliate CPA.

Book a consultation