Pre-Audit & Compliance Services

We review your financials before the IRS — or anyone else — does.
This includes:

  • Identifying errors, gaps, or risk areas

  • Correcting financial records and categorizations

  • Ensuring books match IRS standards

  • Preparing you for internal, federal, or state audits

This is the core of our work — keeping your business clean, compliant, and protected.

Financial Cleanup & Reconstruction

If your books are behind or inconsistent, we rebuild them the right way:

  • Multi-year cleanup (1–5+ years)

  • Transaction categorization

  • Reconciliations for bank, credit, loans, and payroll

  • Correcting historical data and missing entries

We clean up the past so you can operate confidently in the future.

Quarterly Reporting & Oversight

We help you avoid surprises by tracking your financial health year-round:

  • Quarterly estimated tax projections

  • Pre- and post-quarter audit checks

  • Compliance reviews

  • Cash flow and expense monitoring

Our goal: No tax shocks. No audit scares.

Bookkeeping & Accounting Support

We maintain accuracy so your numbers always tell the truth:

  • Monthly transaction updates

  • Financial reports you can actually understand

  • Reconciliations and internal controls

  • Support for decision-making

Clean books = clear decisions.

Sales & Franchise Tax Compliance

We manage the taxes that keep your business legally operating:

  • State franchise tax requirements

  • Sales tax setup and filings

  • Multi-state compliance

No penalties. No missed filings.

CFO & Strategic Advisory

For businesses ready to grow, we provide high-level financial guidance without the full-time CFO cost:

  • Cash flow management

  • Budget planning

  • Financial modeling & projections

  • Funding and capital strategies

  • Business structure optimization

We help you understand your numbers — and use them to scale.

Specialized Consulting

Advanced support for unique industries and complex structures:

  • Real estate investors & agents

  • Healthcare & professional service businesses

  • Digital creators, tech, and online service providers

  • R&D tax credit guidance

  • State & Local Tax (SALT) consulting

We tailor our expertise to your business model.

Note on Tax Preparation

We do not offer standard tax preparation as a standalone service.
Tax return filing is available only as an upgraded service and only after books and compliance are confirmed accurate.

This ensures every return filed is clean, defensible, and audit-ready.

Ready to Get Your Business Audit-Ready and Financially Clear?

We would love to support you.