Six areas of focus. Every engagement sized to your firm — never outsourced, never templated.
Books kept as they should be — clean, current, and close-ready.
Monthly reconciliations across operating, payroll, and merchant accounts. Anomaly flagging, accrual accounting on request, and management reports delivered in plain English before the tenth of every month.
Federal, state, and local — for individuals, corporations, trusts, and estates.
Return preparation, quarterly estimates, extension planning, and audit representation. We treat every filing as a piece of correspondence with the government — precise, complete, and defended.
Discreet multi-state payroll for principals and their households.
Bi-weekly and semi-monthly cycles, garnishments, contractor 1099s, W-2s, and household employment (nannies, estate managers). Onboarding handled without noise.
Start on solid ground.
Entity selection, EIN, operating agreements, registered agent, state qualifications, and initial chart-of-accounts. Delivered as a bound package on your first day.
Numbers that argue for a decision.
Rolling 13-week cash-flow models, scenario planning, budget-vs-actuals with a written monthly narrative, and board-ready quarterly packets.
For when the ledger becomes the evidence.
Litigation support, marital dissolution analyses, fraud investigation, and expert testimony delivered with rigor and complete confidentiality.
Published rates are a starting point. Complex engagements are quoted after a complimentary consultation.
“Tell us where you are, and where you would like to be.”
Discuss an engagement →