Explore Our Services
Books, payroll, returns and planning, held by one firm so nothing falls between them.
What we do
One firm for the books, the payroll, the return, and the plan.
Most owners end up with a bookkeeper who doesn't talk to the tax preparer, a payroll service that doesn't talk to either, and nobody looking at the whole picture. M2 holds all of it — which is the only way the advice is worth anything.
Bookkeeping
Clean, current books closed every month — not reconstructed in March.
- Monthly reconciliation and close
- Chart of accounts built for your entity
- P&L and balance sheet you can actually read
- Catch-up and cleanup for prior years
Tax Preparation
Individual, S-corp, partnership, and corporate returns, federal and state.
- 1040, 1120S, 1065, 1120
- Multi-state and multi-entity
- Prior-year and amended returns
- Reviewed by a second preparer before filing
Tax Planning
The work that changes the number, done before the year closes.
- Entity selection and S-corp elections
- Reasonable compensation analysis
- Quarterly estimates that hold up
- Depreciation, timing, and retirement strategy
Payroll
Run correctly, filed on time, tied straight into the books.
- Payroll processing and direct deposit
- Federal and state registrations
- Quarterly and annual filings
- 1099 and contractor reporting
Business Management
We run the money side so you can run the business.
- Mail, bills, and vendor payments
- Invoicing and collections
- Monthly reporting package
- Built for creators, talent, and owners
Advisory
A partner on the phone when something real happens.
- Cash flow and margin review
- Entity structure and restructuring
- Buying, selling, or adding a partner
- Real estate and rental strategy
How working with us actually goes
Four steps. You will know where things stand at every one of them.
Conversation
A real call, not a pitch. You tell us what is going on and where it is messy. We tell you straight whether we are the right fit.
Diagnostic
We look at the books, the entity, and the last returns filed, then give you a written picture of what is actually there — including anything that needs fixing before it becomes a problem.
Cleanup and setup
Books brought current, accounts separated, payroll and systems put in place. This is the heavy lift, and where most of the value gets created.
Ongoing
Monthly close, quarterly check-ins, planning before year-end, and a return finished without a scramble. Questions answered in days, all year.
Client story
We built the system first. The revenue followed.
Service business · Los Angeles
Revenue since we took over the money side
Platforms the business runs on
Books closed on time, not rebuilt in April
Payouts verified before any money moves
The situation
The business was busy and still not making money in a way anyone could see. Bookings lived in one platform, payments in another, and the records meant to tie them together were rebuilt by hand at the end of every night.
Contractor payouts came off informal logs with nothing to check them against. The owner spent hours a week on cleanup and still could not say which services actually made money.
The system we built
One platform instead of four. We migrated booking and payments onto a single system, retired the legacy software entirely, and added automated phone coverage so calls stopped going unanswered during appointments.
Every payout is now reconciled against the booking record before money moves. Books close every month, the entity return is filed on time, and the owner gets one report that shows where the money actually goes.
What it produced
Revenue has tripled since we took over the money side, and the business is profitable on numbers the owner can see rather than numbers reconstructed after the fact.
Pricing, staffing and hours are set against real margin now. We are currently building client retention and automated follow-up into the same platform.
None of this started with a tax return. The business could not grow past the system holding it up, so we rebuilt the system first. That is the part most firms skip.
Next step
Tell us what it looks like right now.
The first call is not a pitch. You say where it is breaking down, we say what we would do and what it costs. If we are not the right fit we will say so.
Start a conversation