Services

Keep the books current and know what the numbers say.

We support the work from daily bookkeeping and tax returns through monthly reporting, forward plans, and decision conversations.

The best place to start

Financial Clarity Review

We review your books, reports, and accounting process to find what’s reliable, what needs attention, and where better information would help you make decisions.

You receive written findings and recommended next steps. They’re yours to keep whether or not you continue working with us.

Start a conversation

Foundation

Bookkeeping, controller support, and owner reporting

Record day-to-day transactions
Reconcile bank, credit-card, and balance-sheet accounts
Close the books on a repeatable schedule
Deliver monthly reports with plain-English context
Break down results by job, product, customer, or location

Taxes

Tax preparation

Your returns are prepared from the same reconciled books we keep all year, so there’s no year-end cleanup and no second firm to pay.

Federal and Oklahoma business returns for S corporations, partnerships, and C corporations
Owner returns (Form 1040 with Schedule C) prepared alongside the business return
Form 990 and 990-EZ for nonprofits and ministries
Extensions and quarterly payroll tax returns
One set of books, one point of contact, from the monthly close to the filed return

Available to monthly clients beginning with the 2027 filing season (for 2026 tax-year returns). We do not represent clients before the IRS.

Forward view

Budgets and forecasts

Build an annual operating budget
Set clear assumptions for revenue, payroll, and major spending
Compare actual results with the plan
Update a rolling forecast as conditions change
Model scenarios for important decisions

Cash

Cash-flow planning

Map expected cash coming in and going out
Track upcoming obligations
Plan the timing of hiring and major purchases
Prepare for shortfalls and busy seasons
Refresh the forecast as assumptions change

Guidance

Fractional CFO guidance

Review the numbers in a decision-focused monthly call
Analyze pricing, hiring, and growth choices
Prepare for lender or partner conversations
Coordinate with your lender, payroll, insurance, and other outside providers

How it works

Start with clarity. Add ongoing support if it fits.

Initial conversation

Tell us how your accounting works today and where you feel stuck.

Financial Clarity Review

We review the books and give you written findings with recommended next steps.

Ongoing support

If it’s a fit, we set up a monthly engagement around what you need.

For nonprofits and ministries

Clear records and reporting for responsible stewardship.

We provide bookkeeping, reporting, budgets, cash planning, and Form 990 preparation for a small number of mission-driven organizations.

Bookkeeping and account reconciliations
Board-ready reporting
Budget-to-actual reporting by program
Restricted versus unrestricted cash visibility
Form 990 preparation from the same books

Explore nonprofit support

Next step

Let’s see where your numbers stand.

Tell us what feels unclear and which decisions are coming up.