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Bookkeeping · Kept current

Clean books, kept current by the CPA who files your return.

We run your day-to-day accounting in QuickBooks Online so the numbers are ready when a decision or a deadline arrives, not reconstructed every April. One firm for the books and the return means nothing gets re-keyed or lost in a hand-off.

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Built for the businesses we focus on.

Bookkeeping for the kinds of businesses our tax and valuation work centers on, so the books, the return, and the value all speak the same language.

Founders & startupsOwner-run businessesProfessional services & consultanciesProperty & rentalsSelf-employed & independent contractors
What we do

What we keep on top of.

The day-to-day accounting that keeps the books current and the return easy, done in QuickBooks Online on a fixed monthly scope.

Monthly close & reconciliation

Monthly or quarterly bookkeeping and bank reconciliation, so year-end is a hand-off rather than a scramble.

Reports you can actually read

A clean P&L, balance sheet, and cash-flow view each period, explained rather than just delivered.

Tax-ready year-end

Year-end adjustments that flow straight into your return, because the same firm does both.

Payroll, invoicing & 1099s

Payroll, invoicing, and 1099 tracking set up and kept current in QuickBooks Online, so paying people and getting paid runs through one system.

QuickBooks, set up right

The correct QuickBooks Online setup from day one, or a cleanup of the books you inherited.

Books and the return, under one roof.

Because tax is our primary practice, the books we keep feed straight into the return we file. There’s no second firm, no re-keying, and no gap between what you reported and what you owe.

See our tax work

Simple, fixed-scope, no surprises.

01

Free consultation

A short call to see the shape of your books today and what you need them to do.

02

Setup & cleanup

We get QuickBooks Online set up right (or clean up what’s there) and agree a fixed monthly scope.

03

Monthly close & reporting

We keep the books current and hand you reports you can act on, ready when the return is due.

Bookkeeping, answered.

Both. Tax is our primary practice. Keeping your books means the return is built on numbers we already trust, with nothing re-keyed between two firms.
We’ll tell you in the consultation. The right QuickBooks Online tier depends on your transaction volume and whether you need payroll, classes, or projects. We set it up so you’re not overpaying for features you won’t use.
Yes. A cleanup is a common starting point: we reconcile, correct the chart of accounts, and get you to a clean baseline before the monthly rhythm begins.
A fixed monthly (or quarterly) scope, agreed before we start, based on your transaction volume and what you need reported. No hourly meter running in the background.
A licensed CPA for founders, owners & globally-mobile filers

Let’s talk taxes, and what your business is worth.

One licensed CPA handles your tax, your books, and your valuations from start to finish — domestic, cross-border, or both. Tell us what you need and we’ll reply within one business day.

Hands working at a laptop beside a notebook and coffee
Business & individual tax Returns · provisions · planning
A laptop showing a financial dashboard beside a stack of receipts
Bookkeeping Clean books, kept current
A green passport, boarding pass and fountain pen on a wood desk
Cross-border tax Expat filings · treaties · FBAR/FATCA
Two people shaking hands across a meeting table
Valuation 409A · M&A · succession