Our Services
- Recording and reconciling transactions
- Preparing monthly financial statements
- Federal, state, and local tax filings
- Delivering clean, accurate statements
- Financial analysis and reporting
- Custom software setup and integration
- Cash flow and working capital management
- Staff training and ongoing support
Accuracy, compliance, and smooth daily operations
Accounting & Bookkeeping
We take care of the daily details so you always have a clear picture of your financial health.
Recording and reconciling transactions
Preparing monthly financial statements
Maintaining organized, audit-ready records
Taxes
Simplifying compliance and maximizing tax savings.
Federal, state, and local tax filings
Proactive tax planning strategies
Guidance on deductions and credits
Payroll
Efficient payroll management that keeps employees happy and your business compliant.
Accurate wage calculations and direct deposits
Payroll tax filings and reports
Benefits and deductions administration
Cleaning of Books
Turning messy records into reliable financials.
Reviewing and reconciling past transactions
Correcting misclassifications and errors
Delivering clean, accurate statements
Strategy, growth, and financial leadership.
Finance
Strengthening your financial foundation with data-driven insights.
Budgeting and forecasting
Financial analysis and reporting
Cash flow planning and monitoring
Software Implementation & Transitions
Seamless setup and migration of accounting systems.
QuickBooks Desktop to QuickBooks Online transitions
Custom software setup and integration
Staff training and ongoing support
Outsourced CFO / Controller Services
Expert financial leadership—without the full-time cost.
Cash flow and working capital management
Long-term financial strategy and planning
Oversight of budgets, KPIs, and reporting
The Mind Behind the Metrics
Where accounting meets a human touch.
Samuel Sanchez
CEO
Get in Touch
Samuel Sanchez
CEO