Our Services

01

Accounting Packages

Ongoing support so you can focus on your business, not your books.

Our monthly package services include:

• Bank and credit card reconciliations
• Categorization of monthly income and expenses
• Monthly financial reports (P&L, balance sheet, cash flow)
• Year-end tax-ready financials
• Quarterly check-ins or advisory sessions

Ideal for small businesses, freelancers, and growing LLCs looking for consistent support.

02

Tax Preparation & Planning

Minimize surprises. Maximize peace of mind.

We prepare and file:

• Federal and SC state income tax returns (business + individual)
• 1099 filings
• Quarterly estimated tax calculations
• Year-round tax strategy & projections

We keep you informed and ahead of deadlines, with no last-minute stress.

03

Workflow Improvements & Finance Transformation

Work smarter, not harder.

We specialize in:

• Automating repetitive accounting tasks and approvals
• Streamlining invoice, payment, and reconciliation workflows
• Implementing finance tools that scale with your business

Perfect for growing businesses ready to modernize and gain back valuable time.

04

Transition Services

One-time transition services

We provide peace of mind by:

• Review and analysis of prior bookkeeping or accounting records
• Clean-up or catch-up bookkeeping (up to 12 months)
• Chart of accounts optimization
• Coordination with previous accountant or bookkeeper
• Verification of year-to-date balances and open items
• One-on-one walkthrough of your new accounting system

For businesses switching accountants or needing a professional cleanup to start fresh.