Services
Practical help across the areas small businesses in Fremont and the East Bay need most: accounting, tax, entity structure, payroll, and technology, from Garrett Loughman, CPA. Explore a service to see how it works.
- Tax Strategy
Entity Structure Review
Determine the optimal business structure (LLC, S-Corp, or C-Corp) from a tax efficiency standpoint. Avoid costly mistakes before they happen.
Learn more - Accounting
Accounting & Bookkeeping
Keep your books clean, accurate, and audit-ready. Monthly reconciliation, categorization, and financial reporting tailored to your business.
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Tax Preparation & Return Review
Full preparation of business and personal returns, plus review of previously filed returns to find missed deductions, credits, and savings you may still be able to recover.
Learn more - Operations
Payroll Implementation
Select, configure, and launch the right payroll provider for your team size and structure, and stay compliant with California payroll regulations.
Learn more - Tech
Technology Implementations
QuickBooks setup, point-of-sale systems, and other small business tools, configured correctly from day one so you get the data you actually need.
Learn more - Consulting
Business Process Optimization
Identify inefficiencies, reduce operational costs, and build scalable workflows, from back-office finance to customer-facing processes.
Learn more - Education
Personal Finance Education
Practical guidance on budgeting, debt management, retirement planning, and building wealth, designed for individuals and small business owners.
Learn more - Tech
Website & App Development
Modern, responsive websites and web apps for your business, built and maintained so your online presence is always working for you.
Learn more - Innovation
AI Agent Implementation
Deploy AI-powered tools and automations tailored to your workflows, from customer service to intelligent financial reporting assistants.
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