Services

Accounting, taxes, and advisory — done right

Pick the engagement that fits where you are now. Many clients start with bookkeeping or a tax filing and grow into ongoing advisory over time.

What I help with

Seven ways to work together

  • Bookkeeping

    Bookkeeping & Accounting Services

    Three tiers of bookkeeping support — from essentials to full-service financial management — sized to your business.

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  • Tax

    Tax Preparation & Planning

    Accurate, stress-free tax filing for Tennessee small and large businesses — plus year-round planning so April never sneaks up.

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  • Tax

    Business Tax Filing

    Federal and state business returns prepared and filed correctly the first time — no guesswork, no missed deadlines.

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  • Tax

    LLC & Corporation Taxes

    Specialized tax support for LLCs, S-Corps, and C-Corps — including entity structure analysis and reasonable-compensation planning.

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  • Advisory

    Monthly Financial Advisory

    Ongoing CFO-level guidance — monthly review meetings, KPI dashboards, and forward-looking planning instead of just rear-view reporting.

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  • Advisory

    Business Funding Support

    Lender-ready financials, projections, and packages that help you walk into a funding conversation prepared.

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  • Advisory

    Strategic Accounting

    Accounting that goes beyond compliance — financial strategy, tax planning, and Power BI dashboards that actually drive decisions.

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  • Bookkeeping

    Payroll Services

    Accurate, on-time payroll for your team — Gusto, ADP, or QuickBooks Payroll — with the tax filings handled.

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  • Bookkeeping

    QuickBooks Setup & Training

    QuickBooks set up the right way from day one — or cleaned up if it's already a mess — plus training so your team can actually use it.

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Tools we work with

QuickBooks OnlineQuickBooks DesktopXeroSageMicrosoft Power BIExcel & Power QueryGustoADPBill.comStripeSquareShopifyQuickBooks OnlineQuickBooks DesktopXeroSageMicrosoft Power BIExcel & Power QueryGustoADPBill.comStripeSquareShopify

How it works

A simple, transparent process

From the first call to ongoing support, you always know what's happening and what comes next.

  1. 01

    Free Consultation

    Schedule a free call to see where your business's finances are and how I can help.

  2. 02

    Strategy & Proposal

    I outline a clear plan and scope of services tailored to your business.

  3. 03

    Plan Execution

    We complete the agreed services — accounting, cleanup, reporting, tax filing, and more.

  4. 04

    Ongoing Support

    If you're happy with the work, we build a long-term partnership with continued accounting support and financial guidance.

What clients say

Direct work, plain language, no surprises

FAQ

Common questions about working together

Bookkeeping

What software do you use?

Primarily QuickBooks Online. We can also work in QuickBooks Desktop, Xero, or Sage if that's already what you have. We're not interested in moving you off something that's working — only off something that isn't.

Can you clean up books that are years behind?

Yes. Catch-up engagements are common — we'll quote a fixed scope to bring you current, then transition to monthly maintenance once you're caught up.

Do you handle payroll?

We handle payroll-entry recording and reconciliation, and coordinate with payroll processors like Gusto, ADP, or Paychex. We don't run payroll directly, but we make sure it's posted and reconciled correctly.

Tax

Can you fix a return I already filed?

Yes — amended returns (1040X, 1120X, etc.) are common. We'll review the original return, identify what changed, and file the amendment with both IRS and TN Department of Revenue if needed.

How do estimated quarterly taxes work?

If your business is profitable enough that you owe more than $1,000 at year-end, the IRS expects quarterly estimates. We calculate them, send reminders, and adjust quarterly based on actual performance — not a January guess that's stale by July.

Should my LLC file as an S-Corp?

Sometimes. The S-Corp election can save self-employment tax, but only above a certain profit level and only if you can pay yourself reasonable W-2 compensation. We run the numbers before we recommend it.

Advisory

What's actually in a monthly advisory engagement?

A monthly close (financials finalized), a one-hour review meeting (what the numbers mean and what's coming), and ad-hoc support between meetings. Some clients also get Power BI dashboards refreshed weekly with live KPIs.

How is this different from a fractional CFO service?

Same idea, smaller scale. KRB engagements work for businesses that need senior financial guidance but don't have the volume to justify a full or fractional CFO. You get the same quality of analysis on a tighter cadence.

Free 30-minute consult

Ready to talk?

Book a free 30-minute consultation. We'll look at where your finances are now and what would actually move the needle.