Services

Full-Service Bookkeeping

Ongoing monthly bookkeeping that keeps your financials accurate and current. We categorize every transaction, reconcile your accounts, and deliver clean monthly reports so you always know where the business stands.

Catch-Up Bookkeeping

If your books are behind or were never set up right, we bring them current and accurate before moving you onto ongoing monthly work. We reconcile your accounts, fix miscategorized transactions, and rebuild clean records for the months or years that got away from you.

Bill Payment

We manage your accounts payable so bills get paid on time, every time. We track what is due, schedule payments, and record everything cleanly in your books.

Accounts Receivable & Invoicing

We create and send your invoices, track what is outstanding, and record payments when they come in. You get a clear picture of who owes you and who pays on time.

Payroll System Setup & Training

A one-time setup that gets your payroll system configured correctly, with hands-on training so you can run it confidently on your own. We handle the configuration, walk you through the process, and make sure you are set up to pay your team accurately.

Full-Service Payroll

Ongoing payroll processing from start to finish. We run payroll each pay period, calculate and deposit payroll taxes, file quarterly returns, and prepare year-end W-2s. Your team gets paid accurately and on time.

1099 Preparation

We prepare and file your 1099 forms for contractors and vendors, accurately and on time. We track who needs one, gather the details, and handle the filing so you stay compliant without the year-end scramble.

QuickBooks Online Setup & Training

We set up QuickBooks Online correctly for your business and train you to use it properly. We configure your chart of accounts, connect your bank feeds, and walk you through day-to-day use.

Sales Tax Management

We handle your sales tax from calculation to filing, tracking the right rates and submitting on time. You stay compliant across the jurisdictions where you owe, without tracking rate changes and deadlines yourself.

Personal Tax Returns

Individual federal and state tax return preparation by a CPA and Enrolled Agent. We cover all income sources, deductions, and credits, and look for everything you are entitled to.

IRS Tax Representation (Enrolled Agent)

If you get an IRS notice or face an audit, Simona can represent you before the IRS directly. As an Enrolled Agent, she has full authority to handle correspondence and work the matter to resolution.

Tax Audit Support

If you are facing an IRS or state audit, we guide you through it. We help prepare your documentation, draft responses, and walk you through each step.

Tax Strategy

Proactive tax planning that works to lower what you owe, handled year-round rather than at filing time. We look at entity structure, timing, deductions, and retirement strategies.

External Controller

A second set of eyes and a layer of oversight on top of your existing accounting. We review the work, tighten reporting, and add controller-level rigor, so you get more confidence in your numbers without adding a full-time hire.

Budgeting & Cash Flow Forecasting

We build budgets and project your cash flow so you can plan ahead instead of reacting. You get a clear view of what is coming, where shortfalls might appear, and the information to make confident decisions about spending and growth.

Financial Strategy

We analyze your financial data to guide decisions on growth, profitability, pricing, and resource allocation. You get insight grounded in your actual numbers.

Fractional CFO

Ongoing CFO-level support for growing service businesses. We handle cash flow forecasting, financial analysis, and strategic planning so you have a senior financial partner without the full-time salary.