Our Services
Providing the specialized financial oversight and compliance rigor required to manage federal funding, survive audits, and scale government contracts
Audit-Ready Accounting & Compliance
For Small Businesses, Nonprofits & Government Contractors
Stop worrying about bookkeeping, compliance, and
financial reporting. We help you stay audit-ready
so you can focus on growing your organization.
⭐⭐⭐⭐⭐ Google Reviews
🟦 14+ Years Experience
🟦 QuickBooks ProAdvisor
🟦 Federal Grants & Compliance
🟦 Free 15-Minute Discovery Call
Not sure which service you need?
Schedule a free 15-minute discovery call to briefly discuss your accounting needs and determine whether our services are the right fit.
Please note: The discovery call does not include accounting or tax advice, document reviews, QuickBooks assessments, detailed recommendations, or customized pricing. Additional review may require a paid consultation or assessment.
Core Accounting & Bookkeeping
We provide the foundation for financial success through precise monthly bookkeeping, QuickBooks management, and audit-ready financial statement preparation. This service includes:
Monthly bookkeeping and general ledger maintenance
QuickBooks setup, management, and cleanup
Bank and credit card reconciliations
Accounts payable and receivable tracking
Payroll oversight and recording
Month-end and year-end close procedures
Financial statement preparation (income statement, balance sheet, cash flow)
Audit-ready recordkeeping aligned with funder and regulatory expectations.
Tax Planning & Compliance
Our team delivers year-round, confidential tax support for individuals and small businesses, focusing on maximizing deductions while ensuring total regulatory compliance. This service includes:
Individual and small business tax preparation
Year-round tax planning and strategy
Maximizing deductions and credits
Federal and state tax filing
Quarterly estimated tax calculations
IRS correspondence and notice support
Entity structure recommendations for tax efficiency
Confidential and secure document handling
Strategic Budgeting & Financial Oversight | Temporal Lens Budgeting
Empower your leadership with decision-ready insights through advanced program cost modeling, budget development, and our Temporal Lens Budgeting framework, which helps organizations evaluate financial decisions across immediate, medium-term, and long-term horizons. This service includes:
Annual budget development and management
Program cost modeling and allocation
Budget vs. actual variance analysis
Cash flow forecasting and monitoring
Financial reporting for leadership and boards
Grant budget development and tracking
Decision-ready financial dashboards and insights
Multi-year financial planning and forecasting
Find the Right Accounting Solution for Your Business
Free discovery calls are for prospective bookkeeping and accounting clients only. Tax questions and individualized tax guidance require a paid consultation.
Federal Grant & Contract Advisory
Navigate the complexities of federal funding with confidence through specialized support for indirect cost rate negotiations and post-award compliance monitoring. This services includes:
Post-award compliance monitoring
Indirect cost rate development and negotiation
Uniform Guidance (2 CFR 200) compliance
FAR and CAS regulatory support
Allowable cost analysis and documentation
Subrecipient monitoring support
Grant closeout procedures
Federal audit preparation and support
Risk Management & Audit Readiness
Protect your organization’s future with robust internal control assessments, SOP development, and dedicated support to ensure you are prepared for any oversight review. This service includes:
Internal control assessment and design
Standard Operating Procedure (SOP) development
Audit preparation and support
Compliance risk identification and mitigation
Single audit readiness (2 CFR 200)
Financial systems review and improvement
Corrective action plan development
Ongoing compliance monitoring
Contract Lifecycle & Proposal Support
We provide strategic financial oversight throughout the procurement process, from developing competitive cost proposals and rate structures to navigating complex "Buy America" and FAR compliance requirements.This service includes:
Competitive cost proposal development
Indirect rate structure design
Price-to-win analysis
FAR compliance review
Buy America compliance guidance
Contract budget development and management
Billing and invoicing support
Contract closeout and reconciliation
Specialized Advisory Services for Grants & Government Contracts
Contact
Questions? Schedule a brief discovery call to determine whether our services fit your needs.
Don’t wait for a compliance finding to take action. Whether you need an indirect cost rate review or specialized bookkeeping, our team is here to provide the clarity you need.
Free discovery calls are for prospective bookkeeping and accounting clients only. Tax questions and individualized tax guidance require a paid consultation.
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