Our services

Providing the specialized financial oversight and compliance rigor required to manage federal funding, survive audits, and scale government contracts

Core Accounting & Bookkeeping

We provide the foundation for financial success through precise monthly bookkeeping, QuickBooks management, and audit-ready financial statement preparation. This service includes:

  • Monthly bookkeeping and general ledger maintenance

  • QuickBooks setup, management, and cleanup

  • Bank and credit card reconciliations

  • Accounts payable and receivable tracking

  • Payroll oversight and recording

  • Month-end and year-end close procedures

  • Financial statement preparation (income statement, balance sheet, cash flow)

  • Audit-ready recordkeeping aligned with funder and regulatory expectations

Tax Planning & Compliance

Our team delivers year-round, confidential tax support for individuals and small businesses, focusing on maximizing deductions while ensuring total regulatory compliance. This service includes:

  • Individual and small business tax preparation

  • Year-round tax planning and strategy

  • Maximizing deductions and credits

  • Federal and state tax filing

  • Quarterly estimated tax calculations

  • IRS correspondence and notice support

  • Entity structure recommendations for tax efficiency

  • Confidential and secure document handling

a remote control sitting on top of a table next to a book
a remote control sitting on top of a table next to a book
Calculator and pen on tax forms
Calculator and pen on tax forms
a person sitting at a table with a laptop
a person sitting at a table with a laptop
Strategic Budgeting & Financial Oversight

Empower your leadership with decision-ready insights through advanced program cost modeling, budget development, and comprehensive variance analysis. This service includes:

  • Annual budget development and management

  • Program cost modeling and allocation

  • Budget vs. actual variance analysis

  • Cash flow forecasting and monitoring

  • Financial reporting for leadership and board

  • Grant budget development and tracking

  • Decision-ready financial dashboards and insights

  • Long-term financial planning support

Federal Grant & Contract Advisory

Navigate the complexities of federal funding with confidence through specialized support for indirect cost rate negotiations and post-award compliance monitoring. This services includes:

  • Post-award compliance monitoring

  • Indirect cost rate development and negotiation

  • Uniform Guidance (2 CFR 200) compliance

  • FAR and CAS regulatory support

  • Allowable cost analysis and documentation

  • Subrecipient monitoring support

  • Grant closeout procedures

  • Federal audit preparation and support

Risk Management & Audit Readiness

Protect your organization’s future with robust internal control assessments, SOP development, and dedicated support to ensure you are prepared for any oversight review. This service includes:

  • Internal control assessment and design

  • Standard Operating Procedure (SOP) development

  • Audit preparation and support

  • Compliance risk identification and mitigation

  • Single audit readiness (2 CFR 200)

  • Financial systems review and improvement

  • Corrective action plan development

  • Ongoing compliance monitoring

stack of books on table
stack of books on table
sticky notes on corkboard
sticky notes on corkboard
person holding white Samsung Galaxy Tab
person holding white Samsung Galaxy Tab
Contract Lifecycle & Proposal Support

We provide strategic financial oversight throughout the procurement process, from developing competitive cost proposals and rate structures to navigating complex "Buy America" and FAR compliance requirements.This service includes:

  • Competitive cost proposal development

  • Indirect rate structure design

  • Price-to-win analysis

  • FAR compliance review

  • Buy America compliance guidance

  • Contract budget development and management

  • Billing and invoicing support

  • Contract closeout and reconciliation