Our services
Monthly Accounting Packages
Ongoing support so you can focus on your business—not your books.
Our monthly packages include:
- Bank and credit card reconciliations
- Categorization of 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.
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—no last-minute stress.about this item
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.
Custom Advisory Services
Need help with something more specific?
We provide individual and specialized services tailored to your needs
- New business formation guidance
- Budgeting and forecasting
- Tech stack recommendations
- IRS or state notice responses