Small Business

Blue icon of a briefcase, representing work or business.

Startup & Entity Structuring

  • Entity selection, EIN registration, and tax ID setup

  • Coordination with legal on ownership structuring

  • S Corp election and advisory

Accounting Operations Support

  • Monthly bookkeeping, reconciliations, and financial reporting

  • Payroll processing and tax filings (federal and state)

  • Vendor payments and 1099 filing

  • Accounting systems and tech stack advisory

Tax Strategy & Compliance

  • Business expense strategies and deductions

  • Estimated tax payment calculations

  • Tax return preparation for S Corps, partnerships, and sole proprietors

  • Audit readiness and support

Ongoing Financial Advisory

  • Monthly or quarterly financial review meetings

  • Budgeting and cash flow analysis

  • Acquisition and exit strategy

  • Debt fundraising and loan covenant compliance

  • Financial due diligence and transaction support