Targeted Project Support

A clear, data-driven framework for making confident spending and investment decisions. 

Full compliance with local regulations and protection against over-valuation or unfiled listing penalties. 

Essential for contractors on federally funded projects.  Form WH-347 submissions that satisfy government compliance and keep your project payments on track. 

A smoother audit process and the prevention of costly premium overpayments or policy cancellations. 

 A professional foundation for your daily accounting. We customize your Chart of Accounts, link your bank feeds, and configure tax settings specifically for your industry and workflow.  

A intensive "deep clean" of your existing data. We reconcile unmanaged accounts, fix classification errors, and resolve duplicates to bring your books back to a state of total accuracy.  

Empower yourself or your team with personalized coaching. We skip the generic tutorials and show you exactly how to navigate your specific company file and perform the tasks most relevant to your business.  

We perform a final comprehensive review of your year’s data—reconciling all accounts, adjusting for depreciation, and ensuring every transaction is properly categorized before "locking" the books. 

We handle the critical annual reporting tasks, including processing 1099s for vendors, finalizing payroll tax reconciliations, and organizing the digital data packages for your tax preparer.