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Business services

The CPA your small business actually talks to.

Books that always tell the truth. Payroll that runs on time. A CFO-grade advisor on call — without the cost of a full-time hire. We’ve helped Treasure Valley owners through every stage from first invoice to final sale.


Day-to-day accounting

Small Business Accounting

Books kept current and clean — so you and your tax preparer always know where you stand.

Payroll

Full payroll service for employees and contractors, with tax filings handled.

Cash Flow Management

Predict the cash crunch before it arrives.

Internal Controls

Practical safeguards against fraud and error in small-team businesses.

Advisory

Part-Time CFO Services

Senior financial leadership without a full-time hire.

Strategic Business Planning

Honest, numbers-led conversations about where the business is going.

Bank Financing

Loan-package preparation and lender introductions.

Business Valuation

For buy-sell, partnership, divorce, or succession.

Lifecycle

New Business Formation

Entity choice, registration, and a clean accounting setup from day one.

Succession Planning

Transfer the business — not just the assets.

Non-Profit Organizations

Specialized accounting and reporting for 501(c)(3) and similar entities.

Why owners stay

A trusted advisor — the kind who pays for the relationship.

Our small-business clients arrived through a referral and stayed because the work was clean, the calls were returned, and the picture of the business was always current. That’s the bar.

Book a free 20-min call