Services

Bookkeeping:

Bookkeeping services tailored to your needs. Full service bookkeeping ensures your financial records are accurate, up-to-date, and available for you to access at a moments notice. Trust us to perform thorough books cleanup and regular bookkeeping maintenance, leaving your financial records in pristine condition.

• QuickBooks Online
• QuickBooks Desktop
• Xero
• Regular Bookkeeping Maintenance
• Complex Cleanup Projects

Monthly & Quarterly Bookkeeping:

Monthly bookkeeping services include transaction categorization, bank and credit card reconciliation,  month end processing, and payroll services. We offer maintenance services on a monthly or quarterly basis as needed. 

Cleanup Projects:

Bookkeeping cleanup is a deep-dive process that corrects and reorganizes your existing financial records. It includes reconciling bank and credit card accounts, categorizing misclassified transactions, fixing duplicate entries, and aligning your records with past tax filings so your books are accurate and audit-ready.

CFO Advisory Services & Fractional CFO 

CFO Advisory Services provide strategic financial guidance and expertise to businesses, helping them navigate complex financial challenges and optimize their financial performance. These services typically include financial planning and analysis, budgeting, forecasting, cash flow management, risk management, and strategic decision-making. CFO advisors work closely with executive teams to align financial strategies with business goals, offering insights on growth opportunities, cost control, and financial efficiency. Essentially, CFO Advisory Services bridge the gap between financial data and business strategy, empowering companies to achieve sustainable financial growth and stability.

Training & Oversight:

Bookkeeping training and support tailored to your needs. We can train your staff for in-house procedures, provide regularly quarterly reviews, and remain available for “Urgent-Care” style support for those who manage their own books. 

Small Business Services

Small Business Services can range from one-time support to ongoing services. We can help you with new entity set-up, S Corp election filing and transitions, evaluating and maintaining IRS compliance, setting up procedures and protocols, payroll support, advisory, and review, and more. 

Audit Preparation:

Audit Preparation services include managing communication with state agencies and/or IRS, gathering data and records, verifying accuracy before sending, and managing checklists. Our goal is to give business owners a simple, streamlined list of what’s needed – handling the time‑consuming gathering and organizing of documents for them – so the audit process feels manageable and far less stressful than sorting through endless email requests from auditors.

While we at EVT do not offer audit representation, nor dispute any findings, we do have tax partners that offer representation and dispute services.