What we handle

Financial support that keeps pace with your business.

From the first reconciliation to the next growth decision, our services are designed to give you organized records, fewer surprises, and a clearer way forward.

XactBalance service

Bookkeeping

A clean, current view of the business underneath the business.

Monthly reconciliations
Financial statements
Accounts payable and receivable
General ledger maintenance
QuickBooks Online support
Catch-up, cleanup, and year-end preparation

XactBalance service

Payroll management

Reliable payroll that respects your people and your compliance responsibilities.

Payroll processing and direct deposit
Employee onboarding and payroll setup
Federal and state tax filings
Quarterly and annual reporting
W-2 and 1099 preparation
New-hire, PTO, and deduction tracking
Multi-state payroll support

XactBalance service

Tax preparation and planning

Preparation for today, planning that makes tomorrow less surprising.

Individual and business tax preparation
Tax planning strategies
Quarterly estimated payments
Sales tax filing and reporting
IRS and state notice assistance
Year-end planning and tax-ready statements

XactBalance service

Financial consulting and support

A thoughtful read on your numbers—and a practical plan for what they mean.

Cash-flow analysis
Budgeting and forecasting
Financial performance reviews
Business growth planning
KPI reporting and analysis
Profitability improvement strategies
QuickBooks consulting and ongoing guidance

How it works

A calmer way to stay on top of the numbers.

01 / Understand

We learn how your business works, where the friction is, and what clarity would unlock.

02 / Organize

We build the dependable rhythm of books, payroll, tax, and reporting your business needs.

03 / Move forward

You get the context and support to make decisions without carrying every detail alone.

Ready when you are

Bring us the messy middle. We’ll help make it make sense.

Book a free consultation ↗