Need one thing done right — not a monthly commitment?
From a single financial statement to a full workflow overhaul, these are project-based services you can engage on their own, quoted up front, with no ongoing bookkeeping relationship required.
How standalone services work
Built for the business that needs a specific problem solved, not a monthly retainer.
No ongoing commitment
Engage once for the project at hand. There's no requirement to sign on for monthly bookkeeping.
Quoted before we start
Every standalone service is priced and confirmed at the time of engagement. Work doesn't begin until payment terms are agreed.
Pairs with any engagement
Use these alongside monthly bookkeeping, tax prep, or entirely on their own — whatever fits your business right now.
Reporting, planning & guidance
Get a clear financial picture or a second opinion, without a full engagement.
Budgeting & Forecasting
Build a working budget or forecast to plan your business's next stretch with confidence.
Entity Structure Guidance
Evaluate whether your current entity structure still fits your business, including S-Corp election considerations.
Tax Planning Session
A dedicated session to plan ahead for upcoming tax obligations and opportunities, separate from general bookkeeping.
Systems, setup & workflow
Structure your file and your processes so they actually support how your business runs.
Systems & Software Cleanup
Untangle app integrations, duplicate tools, and messy automations connected to your books.
Job Costing, Class & Location Setup
Structure your file to track profitability by job, class, or location.
Inventory Tracking Setup
Configure inventory tracking so your books reflect what you actually have on hand.
Workflow Implementation (Remote)
Documented, repeatable processes for your bookkeeping and financial operations, built and delivered remotely.
Compliance & filings
One-off and ongoing filing support, scaled to your obligations.
Nonprofit Grant Compliance
Fund tracking and compliance setup scaled to your grant complexity, with optional ongoing monitoring.
Sales Tax Filing
Ongoing monthly sales tax filing, independent of a bookkeeping engagement.
Sales Tax Guidance
A one-time consultation to sort out nexus, registration, and filing obligations.
Historical Sales Tax Filing Cleanup
Catch up on past-due sales tax filings, priced per period per state. Larger backlogs cost less per period.
1099 Preparation & E-Filing
Preparation and electronic filing of Form 1099s for your contractors.
Payroll Oversight
Ongoing payroll review and oversight without a full monthly bookkeeping engagement.
Not sure which service fits?
Start with a free books health check — we'll talk through what you need and quote it up front, no obligation.
Book your free books health check