The support you need. A scope you agree.

Monthly bookkeeping includes reconciliation, financial reporting, software, and MCA reconciliation and portfolio tracking within your agreed scope. CPA tax advisory, tax preparation and filing, payroll, 1099 filing, historical cleanup, and additional advisory work have a separately agreed subscription, project, or hourly fee. We confirm the scope and price before work begins.

Yes. We keep your books monthly and prepare your business and personal returns. Tax preparation can be purchased separately, with a discount for monthly bookkeeping clients, or you can choose a bookkeeping + CPA tax advisory bundle that includes one annual personal federal Form 1040 and one state individual return. Business returns and services outside the subscription scope are billed separately.

Yes. A CPA reviews bookkeeping transactions as part of our monthly service. This is a bookkeeping review, not financial-statement sign-off or an assurance engagement. I&S is an accounting and bookkeeping firm, not a CPA firm.

Yes. We run payroll with the filings and clean payroll books, and we track contractor payments through the year to prepare and file year-end 1099-NEC forms accurately and on time.

Yes — catch-up and cleanup is one of the most common ways clients start with us. We bring prior months current and reconciled, then keep them clean with an ongoing monthly package.

We run your books on software we build in-house, included in your flat monthly fee — so there's no separate QuickBooks subscription to buy. We can also import and migrate your existing QuickBooks books.