The details, handled.
The picture, clearer.

Consistent accounting gives you a dependable starting point for business decisions and tax preparation.

• Xero transaction review and categorization
• Bank and credit-card reconciliations
• Monthly Profit & Loss and Balance Sheet reports
• Supported adjusting entries and balance-sheet review
• Year-end close preparation within the covered periods

Additional support—such as receivables, payables, payroll liaison, and management reporting—depends on the selected package and written scope.

Individual and business tax preparation, with the work and fees defined before the engagement begins.

• Individual Form 1040 returns and applicable schedules
• Sole proprietor and single-member LLC business activity
• Partnership, S corporation, and corporation returns
• Applicable state income-tax returns
• Depreciation, rental activity, and property-sale reporting when scoped
• Tax planning within the agreed service package

Returns, additional schedules, extra entities or states, amendments, and complex projects are quoted based on the records and work involved.

Get your accounts organized or bring prior bookkeeping periods up to date.

• Xero setup or conversion from another bookkeeping system
• Chart of accounts and transaction coding
• Approved bank feeds and opening balances
• Catch-up reconciliations and coding corrections
• Review of asset, loan, and liability balances
• Financial reports for the covered periods

Setup, conversion, and cleanup are one-time projects, separately quoted by period and complexity.

Organize construction income and costs around the jobs they relate to.

• Job-costing setup and cost coding
• Tracking of income, materials, labor, and subcontractor costs by job
• Review of active, incomplete, and upcoming jobs
• Vendor and subcontractor information for year-end 1099 work

Detailed job costing and related reporting are added to your written engagement after reviewing your workflows and available records.

Use accounting information to discuss cash flow, performance, and plans for your business.

• Management calls and KPI reporting within Business Plus
• Cash-flow forecasting and budget-to-actual reporting within Advisory
• Quarterly advisory conversations and tax planning within Advisory

The analysis, meetings, and deliverables are defined in the engagement so you know what support to expect.