04 Services

Our Services

Practical financial and business support for small businesses.

Bookkeeping

Bookkeeping

We help businesses keep accurate and organized financial records.

  • Monthly bookkeeping
  • Transaction categorization
  • Bank & credit card reconciliation
  • Profit & Loss report
  • Balance Sheet report
Tax

Tax Preparation Support

We help individuals and businesses prepare for accurate tax filing.

  • Individual tax preparation
  • Business tax preparation
  • Document organization
  • Income & expense review
Payroll

Payroll Support

We help small businesses manage payroll.

  • Payroll setup
  • Employee payroll
  • Payroll compliance
  • Reporting support
Business Formation

Business Formation

We help set up your business properly.

  • LLC / Corporation setup
  • EIN registration
  • Business guidance
Compliance

Compliance Support

We help you stay compliant.

  • Filing support
  • Compliance reminders
  • Record organization
Funding

Funding Readiness

We prepare you for funding.

  • Financial statements
  • P&L & Balance Sheet
  • Loan readiness
Consulting

Financial Consulting

We help you make better decisions.

  • Cash flow review
  • Performance review
  • Business planning