Core services

One focused practice, four service relationships.

Blue Moon CPA works through ongoing relationships rather than isolated tasks. Scope is confirmed in writing before the work begins, so you always know what is included.

Business Accounting & Reporting

Business Accounting & Reporting

Accounting that stays current, so the numbers are ready when a decision or a lender asks for them.

  • Bookkeeping on a defined schedule
  • Bank, credit card, and loan reconciliations
  • Cleanup and catch-up work on neglected books
  • Financial statements by entity or property
  • Recurring reporting packages where offered
  • Chart of accounts structured for how you actually operate
Business Tax Planning & Compliance

Business Tax Planning & Compliance

Planning before the year closes, not explanations after it. Compliance work is coordinated with the accounting rather than treated as a separate season.

  • Business-return preparation
  • Estimated-tax planning and payment timing
  • Year-round strategy conversations
  • Filing support and deadline tracking
  • Entity-level tax considerations
  • Owner-level coordination where the engagement includes it
Transaction & Entity Support

Transaction & Entity Support

Accounting and tax coordination around purchases, sales, investments, entity changes, and other consequential transactions.

  • Records organized before diligence begins
  • Financial responsibilities mapped among parties
  • Tax considerations surfaced early
  • Entity structure reporting implications
  • Coordination with attorneys, lenders, and advisors
  • Post-transaction accounting and basis tracking

Blue Moon CPA provides accounting and tax guidance. It is not legal advice, and it does not replace counsel on documents, structure, or terms.

Advisory & Financial Decision Support

Advisory & Financial Decision Support

For owners who want to understand the financial impact before committing to the next move.

  • Cash-flow analysis
  • Forecasting and scenario review
  • Interpretation of financial results
  • Owner-level decision support where provided
  • Preparation for conversations with lenders or partners
Next step

Start with a business fit call.

Tell us about the business, the entities involved, and the decision or deadline ahead. Shawn reviews every inquiry personally and will tell you plainly whether Blue Moon CPA is the right fit.

Request a Business Fit Call

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