Serving North Carolina, California, and New York

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What we handle

Services

Monthly bookkeeping, payroll, tax support, and catch-up work for businesses in North Carolina, California, and New York.

Monthly bookkeeping

Bank and credit-card reconciliations, a clean general ledger, and a monthly profit-and-loss you can actually use.

  • QuickBooks Online setup and ongoing close
  • Categorization, recs, and month-end reports
  • A named person who knows your file

Payroll

Pay runs, filings, and year-end forms handled on a calendar — not left for you to chase.

  • Recurring payroll and contractor payments
  • Withholding, deposits, and quarterly filings
  • W-2 / 1099 support at year-end

Tax support

Year-round records that are ready for filing. When a CPA signature is required, work is coordinated through Penzone & Company, CPAs.

  • Organized year-end packages
  • Sales-tax and multi-state coordination
  • CPA work routed through our affiliate firm where required

Catch-up & cleanup

Behind on the books? We reconstruct the file, close the gaps, and leave you with a ledger you can run from.

  • Back-book reconstruction
  • Chart-of-accounts cleanup
  • A documented close you can hand to a lender or CPA

A complimentary consultation with our affiliate CPA.

Book a consultation