Solutions

Everything your business
needs to run clean.

One firm covering all of your financial and compliance needs — so nothing falls through the cracks between functions.

📊

Bookkeeping & Accounting

Clean, current books every month — no backlogs, no guesswork. We handle day-to-day transaction recording, bank reconciliations, month-end close, and financial statement preparation so you always know exactly where your business stands.

  • Monthly bookkeeping & bank reconciliation
  • Chart of accounts design & cleanup
  • Month-end close & financial statements
  • Catch-up bookkeeping for overdue accounts
  • Accounts payable & receivable management
💻

Accounting Technology

QuickBooks Online is our home base — but we work across the tools your business already uses. You shouldn't have to change your software to work with us. We support a wide range of accounting and supporting platforms and can help you build a connected tech stack that actually works together.

  • QuickBooks Online setup, migration & ongoing management
  • Shopify, Bill.com, Expensify & more
  • Software integration & workflow optimization
  • Tech stack consulting for growing businesses
💼

Outsourced & Fractional CFO

CFO-level strategy and financial leadership — without the full-time executive salary. We work alongside your ownership team to build budgets, manage cash flow, create investor- and bank-ready reporting, and help you make major financial decisions with confidence.

  • Monthly financial packages (P&L, balance sheet, cash flow)
  • Rolling 13-week cash flow forecasts
  • Budget development & variance analysis
  • KPI dashboards & board reporting
  • Support for financing events, loans & audits
👥

Payroll Outsourcing

Accurate, on-time payroll for businesses of all sizes — from a handful of employees to 100+. We use Paylocity as our primary platform, giving you modern payroll software backed by a team that knows your books and makes sure everything reconciles cleanly every pay period.

  • Payroll processing & direct deposit
  • Federal & state payroll tax filings
  • W-2 and 1099 preparation
  • Paylocity setup & administration
  • New hire reporting & compliance
Learn more →
🏢

HR Services

As your team grows, so does your HR complexity. We help small and mid-size businesses build the HR infrastructure they need — from onboarding processes and employee handbooks to benefits administration and compliance — connected directly to your payroll so nothing falls through the cracks.

  • Employee onboarding & offboarding
  • Benefits administration (health, 401k, FSA)
  • Employee handbook & policy development
  • HR compliance (FLSA, ADA, FMLA, Louisiana law)
  • HR advisory & employee relations support
Learn more →
🧾

Sales Tax

Sales tax compliance is one of the most commonly mishandled areas for small businesses — especially in Louisiana, where destination-based rules, parish-level tax rates, and industry-specific exemptions create real complexity. We handle registration, nexus analysis, returns, and filings so you stay compliant and avoid costly penalties.

  • Louisiana sales & use tax registration
  • Parish-level sales tax filing & remittance
  • Sales tax nexus analysis
  • Multi-state sales tax support
  • Exemption certificate management
  • Sales tax audit support
Learn more →
📁

Accounts Receivable & Payable

Late receivables hurt your cash flow. Missed payables hurt your vendor relationships. We manage both sides of the ledger — invoicing, collections follow-up, bill pay, and vendor management — so money moves in and out of your business on schedule.

  • Invoice creation & delivery
  • Collections follow-up & aging reports
  • Bill pay & vendor management
  • Cash flow impact reporting
Learn more →

Not sure which services you need? We'll figure it out together.

Book a Free Call →