Assurance and accounting leadership for closely held businesses.
We perform audits, reviews, and compilations under GAAS and SSARS, issue SOC 1, SOC 2, and SOC 3 examinations under SSAE 18, provide outsourced bookkeeping, payroll, VCFO and accounting advisory, and handle multi-state sales tax compliance.
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Assurance, or SOC Examinations
If a lender, investor, or board needs an independent report on your financial statements, that's Assurance. If your own customers are asking you for a SOC report because you're the service provider, that's SOC Examinations.
Bookkeeping & Accounting
Full-cycle bookkeeping, reconciliations, and AP/AR management to get your books current and keep them that way, on QuickBooks Online or Xero. View bookkeeping services →
US Payroll
Multi-state payroll processing, tax registration and filing, and year-end W-2/1099 issuance. View payroll services →
Accounting Advisory & VCFO
Fractional CFO and controller-level oversight — cash flow forecasting, board reporting, and technical US GAAP guidance. View accounting advisory →
Sales Tax Compliance
Nexus studies, registration, and recurring sales and use tax filing across every state you have an obligation in. View sales tax services →
MIS, Automation & Dashboarding
Recurring dashboards, KPI tracking, and workflow automation built on top of your existing books. View MIS & automation services →
What we do
Seven practice lines, each staffed to be self-contained rather than generalist.
Assurance
Financial statement audits, reviews, and compilations for private companies, nonprofits, and benefit plans under GAAS and AICPA SSARS.
- Audit — private companies, nonprofits, employee benefit plans
- Review and compilation engagements
- Agreed-upon procedures
SOC Examinations
SOC 1, SOC 2, and SOC 3 examinations under AICPA SSAE 18, issued for service organizations under our Colorado CPA license.
- SOC 1 (AT-C 320) — Type I & Type II
- SOC 2 (AT-C 105/205) — Trust Services Criteria, Type I & Type II
- SOC 3 general-use reports & readiness assessments
Bookkeeping & Accounting
Full-cycle bookkeeping, accounts payable and receivable, and bank and credit card reconciliation on QuickBooks Online and Xero.
- Transaction processing and monthly close
- AP/AR management
- Multi-entity & intercompany bookkeeping
US Payroll
Multi-state payroll processing, payroll tax registration and filing, and W-2/1099 issuance for US-based businesses.
- Recurring multi-state payroll runs
- Payroll tax registration & filing
- W-2 / 1099-NEC year-end filings
Accounting Advisory & VCFO
Outsourced controllership and CFO-level financial leadership for growing businesses.
- Virtual CFO / fractional controller
- Monthly close, reporting packages, KPI dashboards
- Technical accounting memos (US GAAP)
Sales Tax Compliance
Multi-state nexus review, registration, and ongoing sales and use tax return filing.
- Nexus studies (economic and physical presence)
- Registration across state and local jurisdictions
- Recurring return preparation and filing
MIS, Automation & Dashboarding
Management dashboards, KPI reporting, and finance workflow automation built on Excel, Power BI, and Google Sheets.
- Recurring MIS packs & live dashboards
- KPI & metrics reporting
- Workflow automation & systems integration