Always Know Where Your Business Stands.
Accurate, fully reconciled books every month. Categorized, reported, and ready for tax time. The same person on your books every month.
Monthly Bookkeeping
Transaction categorization, journal entries, full account reconciliation, and monthly financial statements. The same person on your books every month.
Priced in your estimate
Bookkeeping Starter (AI Assisted)
Entry level for businesses under 50 transactions a month. AI categorized, reviewed by a certified bookkeeper, monthly bank reconciliation included.
Priced in your estimate
Catch-Up / Cleanup / Restoration
Full reconciliation of months or years of backlogged books. Sorted, reconciled, and ready for tax time.
Priced in your estimate
Bookkeeper Takeover & Transition
Structured takeover: data migration, error cleanup, and reconciliation. Clean Slate, Deep Recovery, or Full Reconstruction, scoped by months behind.
Priced in your estimate
Accounts Payable Management
Bill management, payment scheduling, and vendor statement reconciliation against AP balances.
Priced in your estimate
Accounts Receivable / Collections
Invoice creation, tracking, payment reminders, and a collections process that keeps cash flowing.
Priced in your estimate
1099 Filing & Contractor Management
Track contractor payments, prepare and e-file 1099-NEC and 1099-MISC forms.
Priced in your estimate
Bookkeeping Diagnostic Review
Full review of your records. You get the errors, the gaps, the compliance risks, and a remediation plan.
Priced in your estimate
Inventory Tracking & WIP
Stock levels, COGS, and variance tracking for product businesses. Books always match shelves.
Priced in your estimate
Accrual vs. Cash Conversion
Precision conversion from cash basis to accrual. GAAP compliant books for lenders and investors.
Priced in your estimate
Scope of Work (SOW) Management
Deliverable tracking across active engagements: Starter Kit, Monthly SOW Admin, or Full Engagement Management.
Priced in your estimate
Every Deduction Reviewed. Every Deadline Tracked.
Accurate returns and proactive year round planning for individuals, landlords, and businesses of every entity type, in all 50 states.
Business Tax Preparation & Filing
LLC, S-Corp, C-Corp, or Partnership returns. Every deduction you qualify for, reviewed and documented.
Priced in your estimate
Individual / Personal Tax Preparation
Federal and state returns for W-2 earners, freelancers, investors, and landlords.
Priced in your estimate
Year-Round Tax Planning
Proactive strategy to lower your bill before April: planning moves, estimated payments, and quarterly reviews.
Priced in your estimate
S-Corp Election & Tax Strategy
Complete S-Corp election handling. We model your specific numbers before recommending it.
Priced in your estimate
S-Corp Reasonable Compensation Survey
IRS defensible fair market salary analysis before taking distributions.
Priced in your estimate
Sales Tax Filing & Compliance
Multi state sales tax: registration, calculation, filing, and remittance across every required state.
Priced in your estimate
Sales Tax Nexus Study
Where you have nexus, where you must register, what prior periods expose you to, and whether a voluntary disclosure agreement makes sense.
Priced in your estimate
Franchise Tax Filing (Texas)
Texas Franchise Tax return, margin optimization, all correspondence handled. Annual, quarterly, and multi entity tiers.
Priced in your estimate
Quarterly Tax Planning & Analysis
Estimated tax calculation and strategy review every quarter.
Priced in your estimate
Estimated Tax Remittance
Quarterly estimated payments calculated and remitted to federal and state agencies on your behalf.
Priced in your estimate
1099 / W-9 Management
Collect and manage W-9s, track payments, prepare and file 1099s at year end.
Priced in your estimate
R&D Tax Credit Service
Zero upfront cost. You only pay if you save. Free eligibility assessment shows your estimate before you commit.
Priced in your estimate
Don't Face the IRS Alone.
Our Enrolled Agents hold the highest credential awarded by the IRS, with unlimited representation rights, and take over all IRS communication so you may never speak with the IRS directly. Every common resolution matter is a named service, priced for you inside your estimate.
Federally Licensed · All 50 States
Enrolled Agents licensed by the U.S. Treasury to represent taxpayers before the IRS in all 50 states. Start with the Compliance Check: it credits in full toward any engagement within 30 days.
IRS Transcript Analysis & Compliance Check
We pull your full IRS transcripts and tell you exactly what the IRS has on file, what is unfiled, what is owed, and whether collection activity is coming. Credits in full toward any IRS Defense engagement within 30 days.
Priced in your estimate
IRS Notice Response
One notice, handled: we read it, verify whether the IRS is right, draft and file the response, and follow through.
Priced in your estimate
Unfiled Returns / Back Tax Filing
Transcript reconstruction, income and expense rebuild, prior year returns prepared and filed, and a plan for the balance.
Priced in your estimate
IRS Audit Representation
Full representation in correspondence, office, or field exams. Our Enrolled Agents handle all agency contact under power of attorney.
Priced in your estimate
Offer in Compromise
The IRS accepts a reduced settlement in some qualifying situations. A pre-qualification analysis tells you whether you qualify before you pay for the filing.
Priced in your estimate
Lien & Levy Release / CDP Hearing
Time sensitive work: wage garnishment and bank levy release, lien withdrawal, and Collection Due Process hearings filed within statutory deadlines.
Priced in your estimate
Penalty Abatement
First time abatement and reasonable cause relief, with the written statement and follow through included.
Priced in your estimate
Installment Agreement / CNC Status
A payment arrangement matched to actual ability to pay, or Currently Not Collectible status where there is none.
Priced in your estimate
Innocent Spouse Relief
Form 8857 relief from joint liability, with the factual narrative and evidence package built for you.
Priced in your estimate
Trust Fund Recovery Penalty Defense
Defense against personal assessment of unpaid payroll taxes, including Form 4180 interview representation.
Priced in your estimate
State Tax Resolution (Texas Comptroller)
Sales and franchise tax audits, assessments, payment plans, and delinquency resolution before the Texas Comptroller.
Priced in your estimate
Full-Service Payroll, End to End.
Salaried employees or hourly crews across multiple states: we process, file, and stay compliant so payday is never something you think about.
Payroll Processing
Accurate, on time payroll. Direct deposit, withholding calculations, tax deposits handled.
Priced in your estimate
Payroll Tax Filing & Compliance
Federal, state, and local payroll tax deposits and filings: 941s, 940s, W-2s.
Priced in your estimate
HR & Benefits Administration
Onboarding, offboarding, PTO tracking, and benefits coordination.
Priced in your estimate
Expense Reimbursement Management
Employee expense reports via Gusto, Expensify, or Ramp. Tiered by headcount.
Priced in your estimate
Certified Payroll (Davis-Bacon)
Federal and state contract compliance. Prevailing wage reports prepared and submitted.
Priced in your estimate
Enterprise Finance. Startup Price.
Controller oversight, CFO strategy, and board ready reporting, scoped to your stage and priced for growing businesses.
Financial Operations Partner (CFO Lite)
Named artifacts on a named cadence: reviewed monthly close, statements with a plain English narrative, rolling forecast, 13 week cash flow, and a monthly strategy call.
Priced in your estimate
Controller Services
Month end close, internal controls, and financial accuracy oversight. Enterprise rigor at a startup price.
Priced in your estimate
Fractional CFO Services
Strategic finance: budgeting, forecasting, cash flow, and investor ready reporting.
Priced in your estimate
Monthly Accrual (GAAP) Close
Full accrual close: revenue recognition, prepaid and accrual schedules, deferred revenue, and depreciation. Built for lender, investor, and audit track clients.
Priced in your estimate
Multi-Entity Consolidation & Reporting
Consolidated statements across entities: intercompany elimination, due to and due from tracking, and one combined package.
Priced in your estimate
Budgeting & Forecasting
Annual budgets, rolling 12 month forecasts, and scenario models.
Priced in your estimate
Cash Flow Forecasting & Management
13 week rolling cash flow models. Flags shortfalls before they become a crisis.
Priced in your estimate
Custom Financial Dashboards & KPIs
Custom dashboards tracking the metrics that matter to your industry.
Priced in your estimate
Marketing ROI Analysis
Connect marketing spend to real revenue: CPL, CPA, ROAS by channel. Three tiers by attribution depth.
Priced in your estimate
Job Costing & Project Profitability
Per project profitability reporting. Price smarter and identify losing projects.
Priced in your estimate
Budget vs. Actuals Analysis
Monthly comparison of actual results to budget with a clear variance narrative.
Priced in your estimate
Business Performance Reviews
Quarterly deep dive: financial trends, industry benchmarks, and an action plan.
Priced in your estimate
Profitability & Pricing Analysis
Service lines, margins, and pricing structure analyzed: where to raise rates, cut costs, or shift focus.
Priced in your estimate
Investor & Lender Reporting
Board ready reports, investor updates, and lender packages.
Priced in your estimate
Chart of Accounts Setup & Optimization
A chart of accounts that matches your business model so every report tells the right story.
Priced in your estimate
Strategic Business Planning
Your vision translated into financial strategy: goals, outcome modeling, executable structure.
Priced in your estimate
Breakeven Analysis
Breakeven by product, service, or division for confident pricing and hiring decisions.
Priced in your estimate
Industry Benchmarking
Your financials against industry benchmarks: see outperformance, close gaps.
Priced in your estimate
Internal Controls Review
Approval workflows, segregation of duties, and audit trail implementation.
Priced in your estimate
Make Every Major Decision Backed by Data.
Financial planning and analysis: models, forecasts, and strategic packages that give growing businesses the same data driven advantage as large enterprises.
Annual Budget Development
Detailed annual budget by revenue stream and expense category tied to your goals.
Priced in your estimate
Rolling 12-Month Forecast
Financial outlook updated every month, always showing the next 12 months ahead.
Priced in your estimate
Scenario / What-If Financial Modeling
Best case, base case, worst case for major business decisions backed by data.
Priced in your estimate
Break-Even & Pricing Sensitivity Model
How many clients cover costs, and what happens to breakeven when you change prices.
Priced in your estimate
Revenue Forecasting by Service Line
Breakdown by offer, client, or product. Double down on what works.
Priced in your estimate
Monthly Expense Variance Analysis
Plain English explanation of which expenses ran over or under budget and what it means.
Priced in your estimate
Monthly Financial Narrative Report
A plain English summary with your statements: what drove revenue, where expenses moved, what to do next.
Priced in your estimate
Cash Flow Gap Analysis
See 4 to 8 weeks ahead when cash will get tight and which levers to pull.
Priced in your estimate
Headcount / First Hire Impact Modeling
Full financial impact of adding headcount: loaded cost, break even timeline, cash impact.
Priced in your estimate
KPI Design & Monthly Scorecard
5 to 10 KPIs and a monthly scorecard delivered in Looker Studio or Google Sheets.
Priced in your estimate
Financial Dashboard Development
Live dashboard connecting revenue, expenses, cash, and KPIs, built in Looker Studio on QBO.
Priced in your estimate
Lender-Ready Financial Package
Complete SBA 7(a) or business credit package: projections, history, cash flow model.
Priced in your estimate
Annual Strategic Financial Planning Session
Goals translated into a financial model: revenue targets, budgets, milestones.
Priced in your estimate
An Operator in Your Corner.
Diagnostics, coaching, and operations help built on your own numbers: find what is broken, fix it, and keep it fixed.
Business Diagnostic (Insider)
Two week, six domain assessment for existing bookkeeping clients: money, revenue, delivery, people, systems, risk. Findings report, ranked fix list, 90 day roadmap.
Priced in your estimate
Business Diagnostic (Outsider)
The same six domain assessment for businesses new to Oaxview, with a full data collection week and books reliability check first.
Priced in your estimate
Systems Build / Operations Implementation
The fix engagement after a Diagnostic: SOPs, role clarity, workflows, and KPI rhythm. Diagnostic fee credits against it.
Priced in your estimate
Fractional COO / Operations Retainer
An ongoing operator seat: monthly numbers review, decision support, and hands on work inside the business.
Priced in your estimate
Business Coaching: Profit Clarity
Monthly 60 minute session, a KPI scorecard built from your own books, one written action list per month.
Priced in your estimate
Business Coaching: Growth Intensive
Twice monthly sessions, quarterly planning day, annual goal model, and direct EA access for tax aware decisions.
Priced in your estimate
Annual Planning Retreat / CEO Session
One day session turning last year's actuals into next year's targets, budget, hiring plan, and milestones.
Priced in your estimate
Pricing & Margin Rebuild
Service line profitability, true labor cost, competitor price mapping, and a proposed new price sheet.
Priced in your estimate
SOP Development & Documentation
Written standard operating procedures for the tasks your business repeats, delivered in your own system.
Priced in your estimate
HR & Employment Risk Deep Dive
Handbook review, contractor classification audit, wage and hour exposure, I-9 check, comp benchmarking.
Priced in your estimate
Systems & Data Flow Map
Complete tool inventory with cost and overlap, every manual handoff documented, automation candidates ranked.
Priced in your estimate
Build the Right Foundation From Day One.
Starting fresh or restructuring: entity selection, registrations, licensing, and accounting setup handled correctly the first time.
Business Formation & Entity Selection
LLC, S-Corp, or C-Corp. Entity selection, state registrations, and tax efficiency from day one.
Priced in your estimate
EIN Obtainment
IRS Form SS-4 filed on your behalf. Same day delivery in most cases.
Priced in your estimate
Business License Audit & Compliance
Audit current licenses, identify gaps, and keep renewals on track in every jurisdiction.
Priced in your estimate
Registered Agent Services
Receive state and legal correspondence. Keep your business in good standing in every state.
Priced in your estimate
Accounting System Setup & Migration
QuickBooks Online, Xero, or another platform. Chart of accounts, integrations, and training included.
Priced in your estimate
Work Smarter. Automate the Rest.
We help you evaluate, implement, and automate your accounting technology, turning manual busywork into streamlined workflows.
Accounting Software Training & Support
One on one and group training for QuickBooks Online, Xero, or your platform.
Priced in your estimate
AI Readiness & Technology Advisory
Evaluate your accounting tech stack and recommend AI powered automations.
Priced in your estimate
Accounting Process Automation
Identify and automate repetitive tasks: data entry, invoicing, reconciliation.
Priced in your estimate
Ready to Get Started?
Book your free consultation today. We will review your situation, answer your questions, and recommend the right services for you.
Book My Free Consultation Not ready to talk? Get the free IRS Notice Decoder