Our services
One firm for the work behind the numbers.
No matter where you're based, if you do business in the US you have US filing obligations. We handle the bookkeeping, tax, and advisory that keep you compliant and growing — meticulously prepared and always tax-ready.
What we deliver
A complete financial back office.
From first-time setup to year-end, we cover the full workflow so your records are accurate, compliant, and ready for whatever comes next.
Bookkeeping
Accurate, reconciled, audit-ready books maintained month after month — 100% cloud-based, so your numbers are current and accessible wherever you are.
- Chart of accounts setup & configuration
- Day-to-day transaction recording & cleanup
- Bank & credit card reconciliations
- Adjusting journal entries, incl. depreciation
- Invoicing & accounts receivable
- Inventory tracking
- Financial & job-costing reports
- Online document management & storage
- Payroll integration (Gusto, ADP)
- App integrations (Bill.com, Expensify, and more)
Tax
Year-end and filing support for individuals and businesses — including US compliance for international owners — plus a dedicated desk for when the IRS writes.
- Federal & state tax preparation and filing
- US compliance for non-US business owners
- 1099-MISC / 1099-NEC issuance
- Year-end close & tax-ready packages
- Coordination with your existing CPA
- IRS Response Desk — flat-fee notice handling
Advisory
We read the story your numbers tell and turn it into decisions — so you're not just compliant, you're growing on purpose.
- Monthly performance & cash-flow review
- Margin & cost analysis
- Benchmarking against your industry
- One-on-one QuickBooks coaching
- Software & workflow optimization
- Profitability planning
Fractional CFO
Strategic finance leadership for when you've outgrown bookkeeping but aren't ready for a full-time CFO — delivered in partnership with Hudson CFO Solutions.
- 13-week cash-flow forecasting
- Driver-based financial modeling
- KPI dashboards & monthly CFO reviews
- Bank financing & capital-event support
- Budgeting, scenario planning & fundraising
- Explore Fractional CFO →
How we work
High-tech, high-touch.
100% cloud-based
We work with you remotely with the latest bookkeeping software, and make the whole process simple — no shoebox of receipts required.
Email is a tool, not a wall
Phone, video, screen-share, or in person — as often as you need. You'll always reach a real person who knows your account.
A flat monthly fee
No hourly meter and no surprise invoices — standard and premium plans priced to your business, for certainty and peace of mind.
Specialized for your world
Bookkeeping tuned to your industry.
Our bookkeepers collectively bring 100+ years of experience across more than 200 industries. A few we know especially well:
Questions? Ask our experts
Tell us what you need, and we'll price a plan around it.
A quick call or email clears up most questions. We'll be in touch right away.
Calculate your monthly estimate