Services

Whether your books are current or years behind, we meet you where you are. Every engagement starts with a free review and a fixed-fee quote — no hourly surprises. Based in Bowling Green, Kentucky, serving clients locally and remotely across Kentucky and Tennessee.

Monthly Bookkeeping

Your transactions categorized, every bank and credit card account reconciled, and clear financial statements delivered every month — with a plain-English summary of what they actually mean. Always current, always tax-ready.

Catch-Up & Cleanup Bookkeeping

Months or even years behind? No judgment — it’s the number one reason people call us. We rebuild your records, reconcile every account, and hand your tax preparer a clean, accurate file. Fixed-fee quote after a free review.

Payroll & Payroll Tax Filing

Full-service payroll for teams up to 10: direct deposit, withholdings, and every filing — 941s, Kentucky state withholding, unemployment — submitted accurately and on time, every quarter.

Sales & Use Tax Filing

We calculate, prepare, and file Kentucky sales tax returns so the 20th of the month is never a surprise. Multi-state filers welcome.

S-Corp Bookkeeping & Compliance

Reasonable compensation tracking, owner payroll, distributions handled correctly, and books structured the way your tax preparer needs them. We flag issues in the fall, while there’s still time to fix them.

QuickBooks Online Setup & Cleanup

New to QuickBooks or inherited a messy file? We set up your chart of accounts properly, fix miscategorized history, and train you on just the parts you’ll actually use.

Job Costing & Construction Bookkeeping

For contractors and trades: know what every job actually made you. Estimates, invoices, materials, and labor tracked against the right job, so you can tell which work is worth bidding.

Fractional CFO Services

Cash flow forecasting, margin and pricing analysis, budgeting, and a steady hand for the decisions that matter — controller-level expertise for a few hours a month, at a fraction of a full-time hire.

1099 Preparation & Filing

W-9 collection through January filing for every contractor, freelancer, and landlord you’re required to report. For payments made in 2026, the 1099-NEC threshold is $2,000 (up from $600).

Not sure which of these you need? That’s what the free consultation is for.