Add-On Services
Targeted Support, When You Need It
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Our monthly retainer packages are the heart of what we do—but we also offer specialized add-on services for clients who need extra support or a one-time project. Whether you’re catching up, getting organized, or looking for more insight into your numbers, we’re here to help.
Historical Clean-Up
Behind on your books or tax filings? We’ll help you catch up, correct errors, and put a solid system in place so you can move forward with confidence.​​
Entity Structuring & Startup Support
Whether you’re launching a new business or reorganizing an existing one, we advise on structure, setup, and strategy to start smart and avoid costly missteps.
Custom Financial Reporting
Need more than standard reports? We create tailored financial statements, tracking tools, or visuals designed around what matters most to your business.
One-Time Financial Review
Not ready for a monthly relationship? We offer one-time reviews for clients who want clarity on their financials, tax position, or bookkeeping practices—no long-term commitment required.
Power BI Dashboards
We build customized, interactive dashboards that give you real-time insight into your business performance. No more guesswork—just clear, visual data that helps you make smarter decisions.
Personal Tax Return Preparation
Our personal tax return services complement our tiered business packages by offering thorough, accurate filings tailored to your unique situation.