Accounting & Bookkeeping
For firms that want clean, current books without doing them in-house.
-
Monthly bookkeeping and account reconciliations
-
Monthly financial statements and reporting
-
Catch-up and clean-up for books that are behind
-
QuickBooks Online and Xero setup and migration
-
Controller services: month-end close, cash management and AP oversight
Tax Preparation & Planning
For owners who want to stop overpaying and stop being surprised at tax time.
Business returns for S-corps, partnerships and C-corps
Personal returns for owners and their families
Year-round tax planning and projections
Entity structure, S-corp elections and reasonable salary planning
Multi-state, sales tax and pass-through entity tax planning
Fractional CFO & Advisory
For growing firms that need senior financial guidance, not a full-time hire.
Cash flow forecasting and budgeting
KPI dashboards and management reporting
Pricing, margin and profitability analysis
Hiring and compensation modeling
Banking, lending and investor support
Business Services
For owners who want the admin and compliance work off their plate.
-
Payroll processing and contractor 1099s
-
Business formation and entity setup
-
Sales and use tax registration and filing
-
Annual reports and state compliance filings
-
IRS and state notice resolution
Common questions
Pricing is based on your scope: transaction volume, accounts, entities and the services you need. You'll get a clear proposal with pricing before any work begins.
It's a free, no-obligation 40-minute conversation. We'll learn about your business and what you'd like to improve, then recommend the services that fit.
Small businesses in many industries, including creative and professional agencies, manufacturing and production, consultants and other professional services, and construction and trades. Learn more about how we work with agencies, manufacturers and consultants.
Not at all. We work with solo professionals and growing teams alike.
No. We're based in the Grand Rapids area and work with businesses across West Michigan and nationwide.
Primarily QuickBooks Online and Xero for accounting, but we work with most systems. Documents and e-signatures go through our secure client portals. We use a number of other tools to help us make your accounting experience as efficient and easy as possible.
Yes. Catch-up and clean-up projects are a common starting point. We'll get your books current, then keep them that way.
Yes. We work in QuickBooks Online, which lets us report your results by client, project or service line. For manufacturers and contractors, we also set up inventory and job costing so you can see your margin by product or job.
Yes. Payroll processing and contractor 1099s are part of our business services.
It depends on your profit and goals. We'll look at your numbers on the discovery call and tell you whether an S-corp election makes sense.
Yes. We prepare the financial statements, forecasts and support your lender asks for.
Yes. IRS and state notice resolution is part of our business services.