— Six focused services
Every service built to eliminate a specific pain.
Bookkeeping, tax, payroll, outsourced CFO, business formation, Xero setup — each scoped tightly, delivered cloud-first, inside one relationship that keeps your numbers current and your tax bill predictable.
Monthly books
Year-round planning
On-time, every time
Bookkeeping
Tax Prep & Planning
Payroll
Clean, reconciled books delivered every month — not a shoebox handed to you in March.
Payroll processed accurately and on schedule — with tax filings handled so nothing slips through.
Tax savings found before the deadline — not discovered the following April when it’s too late.
✓ Real-time cloud dashboard
✓ Monthly P&L and balance sheet
✓ CPA-reviewed, not bookkeeper-only
✓ Proactive quarterly check-ins
✓ Business and personal returns
✓ Entity structure optimization
✓ Direct deposit and garnishments
✓ Quarterly and annual filings
✓ W-2 and 1099 preparation
Strategic visibility
Start clean
Cloud-first setup
Outsourced CFO
New Business Formation
Xero Setup & Training
Cash-flow forecasting and financial strategy for small teams that need CFO-level thinking without a full-time hire.
Entity selection, registration, and initial setup done right — so the structure you launch with actually protects you.
Xero configured for your specific business, with hands-on training so your dashboard is actually useful from day one.
✓ Monthly cash-flow forecasts
✓ KPI dashboards you can act on
✓ Growth and scenario planning
✓ LLC, S-Corp, and C-Corp guidance
✓ EIN and state registration
✓ Chart of accounts setup
✓ Full chart of accounts build-out
✓ Bank feed and app integrations
✓ Staff training and ongoing support
/ One relationship, full picture
Bookkeeping and tax inside one relationship — that’s where savings hide.
When the person reconciling your books is the same CPA reviewing your tax position, nothing falls through the gap. Deductions get caught in real time, not reconstructed from a year-old bank statement.
Not sure which service fits? Let’s figure it out.
A free 30-minute consult with Darshi — no sales pitch, just a clear read on where your books stand and what would actually help.