Our Services

Built Around Where
You're Going.

Bookkeeping, tax, and advisory work that fits how your business actually operates — scoped to your size, your complexity, and your goals.

01 — Bookkeeping & Payroll
📒

Books You Can Actually Use.

Accurate monthly books are the foundation everything else sits on — tax planning, lending conversations, and any decision about where the business goes next. We handle reconciliations, payroll, and monthly financial statements so your numbers are current, clean, and understandable.

We work in three tiers, so you're paying for the level of support your business actually needs.

Bronze
The Foundation

A strong foundation for businesses looking to establish reliable, accurate financial records. Covers all the essentials needed to stay compliant and organized month after month — a great fit for small or emerging businesses ready to streamline without the overhead of a full-time accountant.

Silver
Added Insight

Builds on the Bronze foundation and adds deeper financial insight through expanded reporting and strategic support. Ideal for growing businesses that want more visibility into performance while maintaining compliance and efficiency.

Gold
Full Financial Management

Full-scale financial management and strategic insight. Designed for established businesses ready to optimize growth and profitability — everything in our other tiers plus forecasting, advanced reporting, and high-level advisory support.

How pricing works. Every engagement is quoted as a flat monthly fee before any work begins — no hourly billing and no surprise invoices. Because the right fee depends on your transaction volume, number of accounts, and payroll complexity, we scope it during your free consultation and put it in writing.

02 — Tax Preparation & Planning
📋

Filed Correctly. Planned Ahead.

Most businesses only think about taxes in the spring. That's the expensive way to do it. We prepare and file your returns accurately, but the value is in the planning that happens the other eleven months — structuring decisions, timing purchases, and making sure nothing arrives as a surprise in April.

Business Returns
Preparation and filing for the entity types we serve, with an eye toward the deductions most small businesses miss.
Individual Returns
Owner returns handled alongside the business, so the whole picture is coordinated rather than filed in pieces.
Quarterly Estimates
Calculated from current books rather than last year's guesswork, so you're not overpaying or scrambling.
Year-Round Planning
Decisions about equipment, compensation, and entity structure reviewed before they're locked in.
03 — Business Advisory
🧭

CFO-Level Thinking,
Without the CFO Salary.

Most small businesses reach a point where the books are clean but the decisions are still hard. How much can we afford to hire? Is this contract actually profitable? What do we tell the bank? That's the gap a fractional CFO fills — and it's the work we're built for.

Between us we bring years in the CFO seat across military, nonprofit, and corporate organizations, plus Big 4 rigor on the accounting side. That's the kind of financial leadership most businesses your size can't justify hiring full-time.

Cash Flow Forecasting
Knowing what next quarter looks like before you get there, so hiring and purchasing decisions aren't guesses.
Budgeting & Planning
Annual budgets built from real numbers, reviewed against actuals so they stay useful past January.
Profitability Analysis
Which jobs, products, or clients actually make money — and which ones quietly cost you.
Lender & Investor Reporting
Financials packaged the way banks and outside stakeholders expect to see them.
Get Started

Not Sure Which
Level Fits?

That's what the consultation is for. We'll look at where your books stand, what you're trying to do next, and tell you honestly which level makes sense — including if the answer is that you don't need us yet.

Schedule Your Free Consultation →

No commitment required · Virtual & in-person available · Southeast Georgia & nationwide