What We Offer

Our Services

Comprehensive business and financial consulting services designed to help your company thrive โ€” from day-to-day bookkeeping to winning government contracts.

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Tax Preparation & Filing

Running a business means navigating complex tax obligations. We prepare and file your business tax returns accurately, ensuring you take advantage of every legal deduction available to you โ€” while keeping you fully compliant with federal and state regulations.

Whether you're a sole proprietor, LLC, S-Corp, or C-Corp, we tailor our approach to your specific entity structure and industry.

What's Included

  • Business income tax return preparation (federal & state)
  • Quarterly estimated tax calculations
  • Deduction identification and maximization
  • Prior year return review
  • IRS correspondence support
  • Year-round tax planning guidance

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Bookkeeping Services

Accurate financial records are the backbone of every successful business. We keep your books clean, organized, and up-to-date so you always have a clear picture of your financial health โ€” and are always ready for tax time.

Our bookkeeping services are delivered monthly, with clear reports that help you understand your numbers without needing an accounting degree.

What's Included

  • Monthly transaction recording and categorization
  • Bank and credit card reconciliation
  • Accounts payable & receivable tracking
  • Monthly profit & loss statements
  • Balance sheet preparation
  • Payroll recording support

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Government Contract Consulting

The federal and state government is the largest buyer of goods and services in the world โ€” over $700 billion in contracts are awarded each year. We help businesses of all sizes navigate the complex government procurement landscape and position themselves to win.

From first-time registrations to competitive proposal writing, we guide you every step of the way.

What's Included

  • SAM.gov registration and maintenance
  • NAICS code identification and selection
  • Capability statement development
  • Small business certification guidance (8(a), WOSB, HUBZone, etc.)
  • Bid and proposal writing (RFP/RFQ response)
  • Subcontracting and teaming strategy
  • GSA Schedule application assistance

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Business Advisory Services

Beyond the numbers, great businesses need strategic direction. Our advisory services draw on advanced education in finance and management to help you develop actionable plans, allocate resources wisely, and achieve your long-term goals.

Think of us as your on-demand CFO and strategic partner โ€” without the full-time price tag.

What's Included

  • Business plan development and review
  • Financial projections and forecasting
  • Budget creation and variance analysis
  • Cash flow management strategies
  • KPI identification and performance tracking
  • Funding preparation (SBA loans, grants, investors)

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Business Formation

Choosing the right legal structure is one of the most important decisions you'll make. The wrong entity can cost you thousands in unnecessary taxes or expose you to personal liability. We guide you through the decision and help you set everything up correctly from day one.

What's Included

  • Entity structure comparison and recommendation
  • LLC, S-Corp, and C-Corp formation guidance
  • EIN (Employer Identification Number) application
  • Operating agreement and bylaw guidance
  • Business bank account setup advisory
  • Startup financial planning

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Financial Analysis

You can't improve what you don't measure. Our financial analysis services give you a deep understanding of your business's financial position โ€” identifying strengths, exposing weaknesses, and uncovering opportunities for growth and efficiency.

What's Included

  • Profitability and margin analysis
  • Cash flow analysis and forecasting
  • Break-even analysis
  • Financial ratio analysis
  • Cost reduction identification
  • Revenue growth opportunity assessment

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Crypto & Fintech Consulting

The financial industry is being transformed by blockchain technology, decentralized finance (DeFi), and digital assets. We're preparing a dedicated suite of consulting services to help forward-thinking businesses navigate this rapidly evolving landscape.

Our principal consultant is actively developing a proprietary crypto/fintech platform. This firsthand experience building in the space โ€” combined with a strong academic background in finance โ€” positions us uniquely to advise businesses on integrating blockchain-based financial tools.

What's Coming

  • Crypto tax reporting and strategy for businesses
  • Blockchain integration advisory
  • DeFi education and strategic guidance
  • Digital asset treasury management consulting
  • Smart contract use-case assessment
  • Fintech product development consulting

๐Ÿš€ Kepler Fintech Platform launching soon. Join the waitlist and be the first to access our crypto and fintech advisory services.

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Not Sure Which Service You Need?

Schedule a free consultation and we'll help you figure out exactly what will make the biggest impact for your business.