add-on paths & specialty services
Because “we’ll figure it out as we go” gets expensive, and contracts are cheaper than arguments.
Featured Add-On Paths
Complete specialty service paths designed to help you launch, organize, document and grow your business. Add a service path or choose individual services as needed.
Launch Path – Business Startup
Build your business on a solid foundation with professional setup, organized systems, and practical guidance from day one.
Build Path – Project Management
Project tracking, job costing, and financial visibility designed to help you stay organized and understand where every project stands financially.
Support Path – Payments & Invoices
Professional invoicing, payment tracking, and payment management designed to help you bill confidently, monitor payments, and stay organized.
Scout Path – Property Assessment
Property research and investment analysis that helps you evaluate opportunities before committing your time and money.
Scope Path – Business Agreements
Professional proposals, agreements, and project documentation that define expectations and protect your business before work begins.
Individual Add-On Services
Flexible, stand-alone services available for customized business needs and goals without enrolling in a monthly service plan.
Annual Federal Personal Tax Filing
Professional preparation and electronic filing of your federal individual income tax return.
Annual Federal Business Tax Filing
Professional preparation and electronic filing of your annual federal business income tax return.
Federal Personal Extension Filing
Need more time? File your federal personal tax extension accurately and on time.
Federal Business Extension Filing
Request additional time to file your federal business tax return while maintaining compliance with IRS deadlines.
Annual State Personal Filing
Preparation and filing of your required state individual income tax return based on your state’s filing requirements.
Annual State Business Filing
Preparation and filing of required state business tax returns to help keep your business in good standing.
Historical Business Tax Filing
Bring prior-year business tax filings up to date using tax-ready financial records, helping you catch up and move forward with confidence.
Books Clean Up
Organize prior bookkeeping, correct errors, and bring your financial records up to date so you can move forward with confidence.
Additional Account Reconciliation
Monthly reconciliation for additional bank, savings, credit card, or loan accounts beyond those included in your bookkeeping Path.
Subcontractor Compliance Mgmt
Organize subcontractor records, W-9 collection, payment tracking, subcontractor agreements, and 1099 preparation support.