Services

Built around outcomes — not a service list.

Every service at Solid exists for a reason: a stronger foundation, a clearer business, a smarter tax position, or more confident decisions. Pick the layer your business needs — or use them all together.

01

Financial Foundation

So the numbers you make decisions on are actually right.

The clean, current, reconciled financial layer underneath the business — handled quietly in the background so nothing slips and nothing surprises you.

Bookkeeping

Monthly close, categorization, and reconciliation in QuickBooks Online — clean books, every month.

Accounts Payable

Vendor management, bill processing, and approval workflows that keep cash predictable.

Accounts Receivable

Invoicing, collections rhythm, and visibility into who owes what and when it's coming in.

Payroll

Reliable runs, tax filings, new-hire reporting, and year-end W-2 / 1099 preparation.

02

Business Growth

So you can see the business clearly — and run it accordingly.

Reporting, cash visibility, and process work that turn the financial picture into something you can actually act on.

Cash Flow Visibility

Forward-looking projections so hiring, investing, and growth happen on purpose.

Financial Reporting

P&L, balance sheet, and KPI views that a non-accountant can actually read.

Process Improvements

Identifying the friction, the leaks, and the systems that quietly save hours every week.

Operational Support

Drawing on years of operational experience inside growing businesses — AP, AR, logistics, sales.

03

Tax Strategy

So tax season is a confirmation — not a surprise.

Year-round tax thinking from an Enrolled Agent — planning the moves before they become deadlines, and standing with you when the IRS shows up.

Tax Preparation

Business and owner returns prepared with the full year already in view.

Tax Planning

Mid-year and Q4 projections so every meaningful business decision factors in the tax picture.

IRS Representation

Federally authorized representation — notices, audits, and resolution handled directly.

Tax Resolution

Back taxes, payment plans, and complicated situations untangled with steady hands.

04

Business Confidence

So you have someone to call before the decision gets made.

The advisory layer that turns Solid from an accounting provider into the trusted financial partner clients lean on for the decisions that move the business forward.

Advisory

Quarterly business reviews, profitability conversations, and the strategic check-ins that matter.

Planning

Hiring, expansion, owner compensation, and capital decisions — thought through together.

Financial Guidance

A steady voice for the questions that come up between meetings, filings, and big moves.

Decision Support

The numbers, the trade-offs, and the perspective behind every meaningful financial decision.

A note on fit

A boutique practice, on purpose.

Solid takes on a limited number of new clients each year so the work stays personal, the advisory stays strategic, and Heidi stays the person you actually talk to.

The best fit is owners who want a real financial partner — someone who knows the business, picks up the phone, and helps them make the next call with confidence.

Next step

Not sure where to start? Start with a conversation.

One short call is usually enough to see where Solid would add the most value — and what it would look like to have it handled.

Or connect with Heidi on LinkedIn