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What we do

One firm. Year-round.

Tax, accounting, and advisory work for Indiana small businesses, built around the family-owned businesses and growth-minded entrepreneurs in Northeast Indiana. The same firm that runs your books plans your taxes, runs payroll, and helps you decide whether to buy the building.

Monthly bookkeeping for a Fort Wayne small business — reconciled ledger and clean financials on a CPA's desk

Bookkeeping

Monthly Bookkeeping

Clean books, on time, every month. Reconciled bank and credit accounts, categorized transactions, financials you can actually read.

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Catch-up and cleanup bookkeeping in progress — receipts and bank statements being reorganized into clean books

Catch-up

Catch-up & Cleanup

Months or years behind? We rebuild your books from receipts, statements, and exports — no judgment, just clean numbers.

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Payroll services for Fort Wayne small business — weekly payroll routine at a CPA firm

Payroll

Payroll

Run payroll without thinking about it. Direct deposit, federal/state filings, W-2s, 1099s, reasonable-comp reviews for S-corp owners.

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Business tax preparation for Indiana S-corps and LLCs — federal and Indiana returns being reviewed

Business Tax

Business Tax Prep

Federal and Indiana returns for S-corps, partnerships, LLCs, and schedule-C filers — modeled before they're filed.

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S-corporation tax services for Indiana small business owners — corporate documents reviewed by a CPA

S-Corp Tax

S-Corp Specialists

Election, reasonable salary, K-1s, distributions, and year-round planning for Indiana S-corporation owners.

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Strategic tax planning meeting for a Fort Wayne small business — quarterly projections and year-end strategy

Tax Planning

Strategic Tax Planning

We model the year before it ends. Estimated payments, retirement contributions, entity-level moves, and family income shifting.

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IRS representation for Fort Wayne businesses — drafting a notice response on behalf of a client

IRS Defense

IRS Representation

Audit defense, notice response, installment agreements, OICs, and CP-2000 letters. You don't talk to the IRS — we do.

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Fractional CFO services for Indiana small business — cash-flow modeling and forward forecasts

Fractional CFO

Fractional CFO

A CFO for businesses that don't need one full-time. Cash-flow models, owner-comp planning, scenario forecasts, monthly read-outs.

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Business advisory call with a Fort Wayne CPA — quarterly review and decision support

Advisory

Business Advisory

The conversation you'd pay $400/hr for, included monthly. Quarterly reviews, decision support, and a CPA who picks up.

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Business succession planning for an Indiana family-owned business — passing the keys to the next generation

Succession

Succession & Exit

Selling, succeeding, or just stepping back. Buy-sell agreements, valuations, family transfers, and the tax timeline that goes with each.

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Next step

Ready to keep more of what you earn?

Talk to a CPA who actually picks up. Quick scoping call, no pressure — we'll tell you straight if we're the right fit.