We're here to take your small business to the next level.
We're looking forward to helping you to automate your accounting and tax workflow.
Our Services
Accounting / Bookkeeping
Automated Bookkeeping: AI-assisted reconciliation, transaction categorization
Financial Reporting: Monthly/quarterly P&L, balance sheets, cash flow statements
Accounts Payable/Receivable: Invoice creation, payment tracking, vendor management
Catch-Up Bookkeeping: Historical cleanup for overdue books
Expense Tracking: Receipt uploads, categorization for deductions
Dedicated Bookkeeper Support: Assigned expert for ongoing communication, accuracy
Inventory count and observation services
Tax - Business
Business Tax Preparation & Filing: E- filing for 1120, 1065, 1120S, state returns
Sales Tax Compliance: Multi-state sales tax calculations, filings, nexus tracking
TaxCredit & Deduction Optimization: Identifying credits like R&D, ERC, and deductions
Quarterly Tax Estimates: Projections and payments for S- Corps, LLCs
Tax Strategy Planning: Minimizing liabilities, structuring for growth
State & Local Compliance: Ohio CAT, other state taxes
Tax - Individual
Personal Tax Preparation: 1040 filing for business owners, sole proprietors
Deduction Tracking for Individuals: Personal/business expense overlap like home office
Tax Advisory for Owners: Year-round planning for personal/business tax integration
Tax Resolution: IRS/state issue resolution for individuals
Payroll
Full-Service Payroll Processing: Automated payroll runs, tax withholdings, direct deposits
Multi-State Payroll Compliance: Registration, filings for remote teams
1099 Contractor Payments: Issuing 1099s, contractor payroll
Time Tracking Integration: Hours/PTO tracking for payroll accuracy
Benefits Administration: Health insurance, 401(k) setup
Other Services
Fractional CFO Services: Budgeting, forecasting, cash flow analysis
Strategic Financial Planning: Growth strategies, funding preparation
Business Advisory: Performance benchmarking, KPI tracking
Compliance Consulting: Regulatory guidance, ethics compliance
Tax Strategy Consulting: Long- term tax minimization
Startup Support: Entityformation, financial setup
Custom AI Solutions
Business Goal/Problem Identification: Conduct interviews and data discovery for a business case
Requirements & Solutions Design: Document detailed requirements and success metrics and design the AI architecture
Prototype Development: Build and test initial AI rules or models on sample data
Full AI Solution Build: Develop production-ready automation
Integration & Deployment: Connect the AI solution to client tools
Training & Handover: Provide user training, documentation, and 30-day post-launch support
Ongoing Optimization & Maintenance: Monthly performance monitoring and iterative improvements (retainer option)
Our technology stack for small business ensures you are leveraging the latest in technology so that you can focus on what you do best...Running Your Business!
Our technology stack.
Cloud-based accounting software designed to manage financial transactions, generate real-time reports (e.g., P&L, balance sheets), and streamline invoicing and expense tracking for small businesses.
Tax preparation and e-filing software focused on generating accurate federal and state tax returns (e.g., 1040, 1120, 1065) with automated calculations and compliance updates.
Sales tax automation platform that calculates, files, and remits sales tax across multiple jurisdictions (e.g., 13,000+ tax rates), ensuring compliance for e-commerce and retail SMBs.
Practice management tool that provides secure client portals, workflow automation, and document management to streamline tax and bookkeeping processes for accounting firms.
Cloud computing service hosting AI-driven tools like “Bank Rec Bob” who automates bank reconciliation and transaction categorization, saving 50–80% time for bookkeeping tasks.
Open-source workflow automation platform that connects apps (e.g., QuickBooks, TaxDome) and triggers custom workflows (e.g., data imports, notifications) to enhance operational efficiency.
