Comprehensive financial back-office support — from keeping your books clean month to month to filing your taxes accurately every year.
Core Services
Clean books, month in and month out. We handle bank and credit card reconciliation, expense categorization, and deliver your P&L, balance sheet, and statement of cash flows — all in one tidy package. Includes a quarterly 30-minute review call and responsive email support between sessions.
Best for: Sole proprietors, LLCs, S-corps, and partnerships who want accurate books without the overhead of an in-house bookkeeper.
See pricing →Accurate, on-time preparation and e-filing for individuals and pass-through entities. We work with 1040s (including Schedules C, E, and K-1 flows), 1065 partnership returns, and 1120-S S-corp returns. All documents must be submitted by March 1 for timely filing; extension filing is available for a flat fee.
Best for: Individuals, freelancers, small business owners, and partnership/S-corp entities.
See pricing →Supporting Services
Months (or years) behind on your books? We'll get you caught up — no judgment, just clean records. Our cleanup service works through your backlog up to 12 months at a flat rate, delivering organized, accurate books ready for tax filing or lender review. A non-refundable 50% deposit is required to begin; the remainder is due on delivery.
Best for: Business owners who've fallen behind, just switched from DIY bookkeeping, or need clean records for a loan or audit.
See cleanup pricing →Full-service payroll for teams of up to 10 employees. We process payroll, handle quarterly 941 filings and South Carolina withholding, and manage annual W-2 and W-3 filings — so you don't have to think about payroll taxes at all. Does not include A/R or A/P management, multi-state payroll, or HR compliance.
Best for: Small businesses with 1–10 W-2 employees operating in South Carolina.
See pricing →We track customer invoices, monitor aging, and follow up on outstanding balances so you always know what you're owed. Includes monthly receivables reporting and proactive outreach on overdue accounts — so collections don't fall through the cracks.
Best for: Service-based businesses with recurring invoicing or project-based billing who need consistent collections support.
See pricing →We organize your incoming bills, match them to purchase records, and help manage payment timing to protect vendor relationships and avoid late fees. Includes a monthly payables summary so you always know what's due and when.
Best for: Businesses with regular vendor invoicing, subscription services, or inventory-related expenses.
See pricing →Business personal property is subject to annual county tax filings that are easy to overlook and costly to miss. We inventory your reportable assets, prepare the return, and file it on time — so equipment, furniture, and other taxable property is properly reported each year.
Best for: Any business that owns equipment, furniture, computers, or other taxable personal property in South Carolina.
See pricing →Getting a letter from the IRS or state tax authority is stressful — but it doesn't have to derail your day. We review the notice, determine the appropriate response, and handle all written correspondence on your behalf so you can stop worrying and let us deal with it.
Best for: Anyone who receives a federal or state tax notice, letter, or audit inquiry.
See pricing →