Bookkeeping & Financial Management

• Full‑cycle bookkeeping

• Monthly, quarterly, and annual financial reporting

• Balance Sheet, Profit & Loss, and Cash Flow Statements

• General Ledger maintenance and cleanup

• Intercompany reconciliations

• Consolidated financials for multi‑entity businesses

• Daily cash management and cash‑flow forecasting

• Budget creation and variance analysis

• Ad‑hoc financial analysis and management reporting

Payroll Services

• Payroll processing for employees and contractors

• Monthly, quarterly, and annual payroll tax filings

• Preparation of W‑2s, 1099s, 1042‑S, and Canadian NR4/T4A‑NR

• Multi‑state payroll compliance

• Worker’s Comp audit support

Tax Preparation & Compliance Support

• Individual, Sole Proprietor, LLC Federal and TN Franchise & Excise Tax Filing

• Reconcile Tax returns to books and book AJEs

• Estimated quarterly and annual federal tax liability calculations

• Multi‑state sales and use tax filings

• TN Business tax filings, TN Schedule B personal property tax, TN Annual Reports

• Foreign tax workpapers and coordination with international accountants

• IRS audit support and documentation

Business Setup & Advisory

• New LLC/S‑Corp setup

• FEIN application

• Banking and merchant account setup

• W‑9 preparation

• Initial QuickBooks setup and chart of accounts design

• Onboarding new companies and financial systems

• Contract review for accounting treatment and invoicing requirements

Industry‑Specific Expertise

Music & Entertainment Accounting

• Royalty analysis and reporting

• Touring, merchandising, and production cost tracking

• Union reporting

• Private aircraft accounting

• High‑confidentiality financial management

• Contract review and payment tracking

Property Management

• Rental property accounting

• Capitalized improvements tracking

• Personal and commercial property management

Security Companies

• Full accounting operations

• Budgeting and cash‑flow planning

Specialized Services

• Investment recording and reconciliation

• Coordination with financial institutions to resolve discrepancies

• Financial presentations for management

• Mentoring and supervising accounting staff

• System cleanup, restructuring, and process improvement

• Interim Help & Temporary Coverage during staffing gaps, medical leave, or transitions.

Controller‑Level Oversight

For clients who need more than bookkeeping:

• Oversight of all accounting functions

• High‑level financial strategy and guidance

• Executive‑ready reporting

• Support for growing or multi‑entity businesses