Monthly Bookkeeping
Transaction categorization, journal entries, full account reconciliation, and monthly financial statements. The same person on your books every month.
Quoted for your situation
Every service we offer, in one place.
From business consulting and monthly bookkeeping to tax filing, payroll, CFO work, and full IRS representation, for businesses and individuals alike. Pick what fits and tell us about it; we send a written quote after a short conversation.
Bookkeeping
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.
Bookkeeping Starter (AI Assisted)
Entry level for businesses under 50 transactions a month. AI categorized, reviewed by a certified bookkeeper, monthly bank reconciliation included.
Quoted for your situation
Catch-Up / Cleanup / Restoration
Full reconciliation of months or years of backlogged books. Sorted, reconciled, and ready for tax time.
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Bookkeeper Takeover & Transition
Structured takeover: data migration, error cleanup, and reconciliation. Clean Slate, Deep Recovery, or Full Reconstruction, scoped by months behind.
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Accounts Payable Management
Bill management, payment scheduling, and vendor statement reconciliation against AP balances.
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Accounts Receivable / Collections
Invoice creation, tracking, payment reminders, and a collections process that keeps cash flowing.
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1099 Filing & Contractor Management
Track contractor payments, prepare and e-file 1099-NEC and 1099-MISC forms.
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Bookkeeping Diagnostic Review
Full review of your records. You get the errors, the gaps, the compliance risks, and a remediation plan.
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Inventory Tracking & WIP
Stock levels, COGS, and variance tracking for product businesses. Books always match shelves.
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Accrual vs. Cash Conversion
Precision conversion from cash basis to accrual. GAAP compliant books for lenders and investors.
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Scope of Work (SOW) Management
Deliverable tracking across active engagements: Starter Kit, Monthly SOW Admin, or Full Engagement Management.
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Tax Services
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.
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Individual / Personal Tax Preparation
Federal and state returns for W-2 earners, freelancers, investors, and landlords.
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Year-Round Tax Planning
Proactive strategy to lower your bill before April: planning moves, estimated payments, and quarterly reviews.
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S-Corp Election & Tax Strategy
Complete S-Corp election handling. We model your specific numbers before recommending it.
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S-Corp Reasonable Compensation Survey
IRS defensible fair market salary analysis before taking distributions.
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Sales Tax Filing & Compliance
Multi state sales tax: registration, calculation, filing, and remittance across every required state.
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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.
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Franchise Tax Filing (Texas)
Texas Franchise Tax return, margin optimization, all correspondence handled. Annual, quarterly, and multi entity tiers.
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Quarterly Tax Planning & Analysis
Estimated tax calculation and strategy review every quarter.
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Estimated Tax Remittance
Quarterly estimated payments calculated and remitted to federal and state agencies on your behalf.
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1099 / W-9 Management
Collect and manage W-9s, track payments, prepare and file 1099s at year end.
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R&D Tax Credit Service
Zero upfront cost. You only pay if you save. Free eligibility assessment shows your estimate before you commit.
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IRS Defense
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.
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.
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IRS Notice Response
One notice, handled: we read it, verify whether the IRS is right, draft and file the response, and follow through.
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Unfiled Returns / Back Tax Filing
Transcript reconstruction, income and expense rebuild, prior year returns prepared and filed, and a plan for the balance.
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IRS Audit Representation
Full representation in correspondence, office, or field exams. Our Enrolled Agents handle all agency contact under power of attorney.
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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.
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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.
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Penalty Abatement
First time abatement and reasonable cause relief, with the written statement and follow through included.
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Installment Agreement / CNC Status
A payment arrangement matched to actual ability to pay, or Currently Not Collectible status where there is none.
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Innocent Spouse Relief
Form 8857 relief from joint liability, with the factual narrative and evidence package built for you.
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Trust Fund Recovery Penalty Defense
Defense against personal assessment of unpaid payroll taxes, including Form 4180 interview representation.
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State Tax Resolution (Texas Comptroller)
Sales and franchise tax audits, assessments, payment plans, and delinquency resolution before the Texas Comptroller.
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Payroll
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.
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Payroll Tax Filing & Compliance
Federal, state, and local payroll tax deposits and filings: 941s, 940s, W-2s.
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HR & Benefits Administration
Onboarding, offboarding, PTO tracking, and benefits coordination.
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Expense Reimbursement Management
Employee expense reports via Gusto, Expensify, or Ramp. Tiered by headcount.
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Certified Payroll (Davis-Bacon)
Federal and state contract compliance. Prevailing wage reports prepared and submitted.
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CFO Services
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.
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Controller Services
Month end close, internal controls, and financial accuracy oversight. Enterprise rigor at a startup price.
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Fractional CFO Services
Strategic finance: budgeting, forecasting, cash flow, and investor ready reporting.
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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.
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Multi-Entity Consolidation & Reporting
Consolidated statements across entities: intercompany elimination, due to and due from tracking, and one combined package.
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Budgeting & Forecasting
Annual budgets, rolling 12 month forecasts, and scenario models.
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Cash Flow Forecasting & Management
13 week rolling cash flow models. Flags shortfalls before they become a crisis.
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Custom Financial Dashboards & KPIs
Custom dashboards tracking the metrics that matter to your industry.
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Marketing ROI Analysis
Connect marketing spend to real revenue: CPL, CPA, ROAS by channel. Three tiers by attribution depth.
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Job Costing & Project Profitability
Per project profitability reporting. Price smarter and identify losing projects.
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Budget vs. Actuals Analysis
Monthly comparison of actual results to budget with a clear variance narrative.
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Business Performance Reviews
Quarterly deep dive: financial trends, industry benchmarks, and an action plan.
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Profitability & Pricing Analysis
Service lines, margins, and pricing structure analyzed: where to raise rates, cut costs, or shift focus.
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Investor & Lender Reporting
Board ready reports, investor updates, and lender packages.
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Chart of Accounts Setup & Optimization
A chart of accounts that matches your business model so every report tells the right story.
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Strategic Business Planning
Your vision translated into financial strategy: goals, outcome modeling, executable structure.
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Breakeven Analysis
Breakeven by product, service, or division for confident pricing and hiring decisions.
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Industry Benchmarking
Your financials against industry benchmarks: see outperformance, close gaps.
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Internal Controls Review
Approval workflows, segregation of duties, and audit trail implementation.
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FP&A Services
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.
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Rolling 12-Month Forecast
Financial outlook updated every month, always showing the next 12 months ahead.
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Scenario / What-If Financial Modeling
Best case, base case, worst case for major business decisions backed by data.
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Break-Even & Pricing Sensitivity Model
How many clients cover costs, and what happens to breakeven when you change prices.
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Revenue Forecasting by Service Line
Breakdown by offer, client, or product. Double down on what works.
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Monthly Expense Variance Analysis
Plain English explanation of which expenses ran over or under budget and what it means.
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Monthly Financial Narrative Report
A plain English summary with your statements: what drove revenue, where expenses moved, what to do next.
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Cash Flow Gap Analysis
See 4 to 8 weeks ahead when cash will get tight and which levers to pull.
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Headcount / First Hire Impact Modeling
Full financial impact of adding headcount: loaded cost, break even timeline, cash impact.
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KPI Design & Monthly Scorecard
5 to 10 KPIs and a monthly scorecard delivered in Looker Studio or Google Sheets.
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Financial Dashboard Development
Live dashboard connecting revenue, expenses, cash, and KPIs, built in Looker Studio on QBO.
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Lender-Ready Financial Package
Complete SBA 7(a) or business credit package: projections, history, cash flow model.
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Annual Strategic Financial Planning Session
Goals translated into a financial model: revenue targets, budgets, milestones.
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Advisory & Consulting
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.
Quoted for your situation
Business Diagnostic (Outsider)
The same six domain assessment for businesses new to Oaxview, with a full data collection week and books reliability check first.
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Systems Build / Operations Implementation
The fix engagement after a Diagnostic: SOPs, role clarity, workflows, and KPI rhythm. Diagnostic fee credits against it.
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Fractional COO / Operations Retainer
An ongoing operator seat: monthly numbers review, decision support, and hands on work inside the business.
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Business Coaching: Profit Clarity
Monthly 60 minute session, a KPI scorecard built from your own books, one written action list per month.
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Business Coaching: Growth Intensive
Twice monthly sessions, quarterly planning day, annual goal model, and direct EA access for tax aware decisions.
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Annual Planning Retreat / CEO Session
One day session turning last year's actuals into next year's targets, budget, hiring plan, and milestones.
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Pricing & Margin Rebuild
Service line profitability, true labor cost, competitor price mapping, and a proposed new price sheet.
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SOP Development & Documentation
Written standard operating procedures for the tasks your business repeats, delivered in your own system.
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HR & Employment Risk Deep Dive
Handbook review, contractor classification audit, wage and hour exposure, I-9 check, comp benchmarking.
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Systems & Data Flow Map
Complete tool inventory with cost and overlap, every manual handoff documented, automation candidates ranked.
Quoted for your situation
Business Compliance
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.
Quoted for your situation
EIN Obtainment
IRS Form SS-4 filed on your behalf. Same day delivery in most cases.
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Business License Audit & Compliance
Audit current licenses, identify gaps, and keep renewals on track in every jurisdiction.
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Registered Agent Services
Receive state and legal correspondence. Keep your business in good standing in every state.
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Accounting System Setup & Migration
QuickBooks Online, Xero, or another platform. Chart of accounts, integrations, and training included.
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Technology & Automation
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.
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AI Readiness & Technology Advisory
Evaluate your accounting tech stack and recommend AI powered automations.
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Accounting Process Automation
Identify and automate repetitive tasks: data entry, invoicing, reconciliation.
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Not sure which services you need?
That is what the consultation is for. Tell us what is going on and we will tell you plainly what we would do and what it costs.