Services
Outsourced accounting, tax compliance, planning, and advisory for women founders, small businesses, and private clients.
Outsourced Accounting
Accounting and Controllership Plugged Directly into your Business
Most business owners didn't start their company to manage payroll, oversee accounting, analyze cash flow, or navigate compliance. You built something valuable — and you need financial operations that support it, not distract from it.
Back-Office Accounting
Running the essential accounting infrastructure — accurate bookkeeping and payroll, clean reconciliations, a disciplined monthly close, and core financial controls — with CPA-level oversight that keeps your financials reliable, consistent, and decision-ready.
Financial Reporting
Delivering clear monthly financial statements, dashboards, and performance insights that help you understand results, track progress, and make informed decisions.
Controllership
We uphold the governance, compliance, and controls that support a stable, well-managed financial environment. The function ensures adherence to established standards and regulatory obligations.
Advisory Meetings
Providing structured, recurring conversations that keep you informed and prepared for upcoming financial decisions, with space to review tax posture, financial position, and long-range strategic planning.
Tax Planning and Compliance
Other CPAs see numbers. We see opportunities.
We take a strategic, forward-looking approach to tax. Our focus is simple: keep you compliant, reduce unnecessary tax exposure, and help you make smarter financial decisions. We handle both federal and state/local (SALT) matters with the technical depth and judgment clients expect from a modern CPA firm.
Tax Compliance
We prepare and file tax returns for individuals, partnerships and LLCs, C corporations, and S corporations with accuracy and timeliness, ensuring full compliance across federal and state requirements.
Tax Planning
Providing proactive tax planning and strategy — year-round and event-driven — to minimize liabilities, avoid surprises, and align financial decisions with the most advantageous tax outcomes.
IRS Representation
Representing you in front of the IRS and state agencies to resolve tax notices, audits, balances due, and compliance issues. We manage the communication, strategy, and resolution so you can move forward with confidence.
Entity Structuring
Providing clear guidance on how your business should be set up and taxed, and implementing the structure so your operations stay simple, your liability is protected, and your financial decisions support long-term goals.
Tax Recovery
A targeted CPA review designed to identify missed, unused, or improperly applied tax benefits. We analyze prior-year filings, elections, entity structure, and business activity to uncover legitimate tax savings that were overlooked or incorrectly calculated.
Risk Assessment and Compliance Review
A structured evaluation of a business's tax exposure, compliance posture, and audit vulnerability, followed by targeted corrections to close gaps and reduce risk. We review filings, elections, reporting, and operational alignment to identify where the business is exposed, then implement the fixes required to bring the business back into a safe, compliant position.
Want to talk through your situation?
Free consultations available. We will listen, review where you are, and recommend a fit.
Schedule a Consultation