What We Offer
Financial Services for Individuals & Businesses
From day-to-day bookkeeping to life insurance and debt solutions, we provide personalized financial support for every stage of life and business — all under one roof.
Bookkeeping
Accurate, up-to-date books are the foundation of every healthy financial picture. We handle the day-to-day recording, reconciliation, and reporting so you always know where you stand — without the stress of doing it yourself.
What's Included
- Monthly bank and credit card reconciliation
- Transaction categorization and coding
- Accounts payable and receivable tracking
- Monthly profit and loss statements
- Balance sheet and cash flow reports
- QuickBooks Online setup, cleanup, and management
- Catch-up and clean-up bookkeeping
- Year-end financial package preparation
Payroll Services
Payroll mistakes are costly — in penalties, in trust, and in time. We manage the full payroll cycle for your business, from calculating wages to filing taxes, so your employees are paid accurately and on schedule.
What's Included
- Weekly, biweekly, or monthly payroll runs
- Federal, state, and local payroll tax filings
- Direct deposit setup and processing
- New hire reporting
- W-2 and 1099 preparation
- Garnishment and deduction management
- Workers' compensation audit support
Tax Preparation
Tax season shouldn't be stressful. We prepare accurate returns for individuals, self-employed individuals, and small businesses — and help you understand your options so there are no surprises at filing time.
What's Included
- Individual tax returns
- Self-employed and sole proprietor returns
- Small business tax returns
- Partnership and S-Corp returns (where applicable)
- Quarterly estimated tax calculations
- Prior year return amendments
- IRS and state notice response support
Licensed Life Insurance
As a licensed life insurance professional, Michele Rooney helps individuals, families, and business owners explore coverage options that fit their needs and budget — with no pressure and no jargon.
Life insurance consultations are complimentary. We take the time to understand your goals before making any recommendations.
What's Included
- Term life insurance
- Whole life insurance
- Coverage for individuals and families
- Business owner and key person coverage
- Buy-sell agreement funding
- Complimentary consultations
- Plain-language guidance on your options
Debt Solutions
Debt can feel overwhelming — but there are options. Through our partnership with Mediator Debt Solutions, James Franklin works with individuals and families to explore realistic strategies and build a path toward financial stability.
Debt Solutions services are provided through Mediator Debt Solutions by James Franklin, Debt Solutions Specialist.
What's Included
- Comprehensive debt review and assessment
- Debt resolution and negotiation support
- Debt consolidation guidance
- Structured repayment planning
- Credit score impact education
- Compassionate, judgment-free support
Transparent Pricing. Personalized Quotes.
Every client is different, so we take the time to understand your situation before recommending services. We provide clear, customized quotes with no hidden fees — so you always know what to expect.
Not Sure Where to Start?
Book a free consultation and we'll recommend the right services for your situation — no pressure, no obligation.