Entity selection
LLC, S-Corp, or partnership — chosen for your goals and tax position, not guesswork.
Stop piecing it together. Get it all from one firm.
From your first tax return to a full fractional controller engagement, our services scale with you. Below is what we do, and who it’s for.
01 · Tax
Tax planning & preparation
Filing is the easy part. The value is in the planning we do all year so the return is the smallest legal number it can be — with no surprises.
Individual tax
Personal returns prepared with an eye on the bigger picture and next year’s plan.
Business tax
Federal and Louisiana state returns for LLCs, S-Corps, and partnerships.
Tax planning
Year-round, forward-looking strategy — estimated payments, entity choice, timing.
S-Corp strategy
Reasonable-comp analysis and election guidance to lower self-employment tax.
Who it’s for
- Owners tired of April surprises
- Profitable LLCs weighing an S-Corp election
- Households with business & personal returns intertwined
- Anyone who wants a plan, not just a filing
Deliverables
Monthly P&LBy the 10th
Balance sheetBy the 10th
Bank & card reconciliationReconciled
Cloud accountingLive access
02 · Accounting
Bookkeeping & cloud accounting
We keep your books clean, current, and reconciled — and deliver financials you can actually use to run the business.
- Small business accounting & monthly close
- Ongoing bookkeeping & reconciliation
- Cloud accounting setup & migration
- Clean-up of neglected or messy books
03 · Advisory
Fractional controller & advisory
When you’ve outgrown DIY but aren’t ready for a full-time hire, we step in as the financial brain of your business — part-time, senior, and on your team.
- Part-time / fractional controller services
- Cash-flow management & forecasting
- Internal controls & process design
- Business advisory & decision support
The outcome
You make decisions on numbers, not nerves.
Hiring, pricing, big purchases, taking a distribution — every major move gets run past someone who knows your numbers cold.
04 · Getting started
New business formation
Starting something in Acadiana? We help you launch on the right foundation — entity selection, registration, and an accounting setup that won’t need redoing in a year.
Registration & EIN
The paperwork done right — federal EIN, Louisiana registration, and the basics in place.
Accounting setup
Cloud books, a chart of accounts that fits, and a clean start from day one.
Who it’s for
- Pastors & ministers (clergy tax, housing allowance)
- Church treasurers & finance committees
- Small congregations & Louisiana nonprofits
- Ministries that need board-ready financials
05 · Specialty
Church & clergy accounting
Ministry finances follow their own rules — and most firms don’t know them. We do. From the pulpit to the books, we keep churches and clergy compliant and clear-headed.
- Minister housing (parsonage) allowance, done right
- Clergy tax — dual status & self-employment (SECA)
- Church bookkeeping & fund accounting
- Payroll, designations & love-offering handling
- Nonprofit compliance & contribution statements
Not sure where you fit?
Let’s figure out the right starting point.
One conversation is usually all it takes to know what you actually need — and what you don’t.