Services
Four ways we keep your numbers in order.
Boutique accounting and financial consulting for individuals and small businesses. Start with one service or bring us the whole picture.
Tax Advisory & Filing
Business and personal tax, handled end to end — filings, extensions, and year-round advice so tax season is never a surprise.
We prepare and file business and personal returns, manage extensions when you need more time, and advise throughout the year — not just in April. The goal is simple: filings done right, deadlines met, and no surprises.
What's included
- •Personal and business tax return preparation and filing
- •Extensions filed and managed on your behalf
- •Year-round tax advice and planning
Bookkeeping
Clean, current books for small businesses — so you always know where your money is.
Behind every good financial decision is a set of books you can trust. We keep transactions categorized, accounts reconciled monthly, and deliver reports you can actually read — giving you a clear view of cash flow and the numbers your tax filings depend on.
What's included
- •Monthly reconciliation and transaction categorization
- •Financial reports in plain language
- •Books review and analysis for small businesses
Financial Advisory
Investment strategy, risk scoring, and financial planning — including investments held across multiple countries and offshore accounts.
We help you decide where your money should work next: reviewing your books and analysis, shaping an investment strategy, scoring risk, and planning how to move from one investment to another. For clients with holdings abroad, we manage existing investments across multiple countries and offshore accounts.
What's included
- •Investment advice and strategy, including moving between investments
- •Books review, analysis, and risk scoring
- •Financial planning and ongoing advice
- •Management of investments in multiple countries and offshore accounts
Payroll
Electronic payroll with the filings handled — so paying your team is one less thing to think about.
Payroll should run quietly in the background. We process payroll electronically and take care of the associated filings, withholding, and deposits, so your team is paid on time and you stay compliant without the paperwork.
What's included
- •Electronic payroll processing
- •Payroll tax withholding and deposit management
- •Payroll filings handled for you
Not sure which service you need?
Most engagements start with a short conversation about where your numbers stand today.