Books that hand off clean to your CPA.
We get your records organized, reconciled, and fully documented before filing season — so your tax preparer works from clean numbers and you're never scrambling for a receipt in April.
Filing season should be a hand-off, not a scramble.
Most tax stress comes from disorganized books — missing receipts, uncategorized spending, accounts that never got reconciled. We take ownership of that groundwork all year so that when your CPA is ready to file, everything they need is already in one clean, documented package.
Every record in its place
Income, expenses, and receipts are categorized and reconciled throughout the year, so nothing is missing when it matters.
Deductions you can defend
We keep the supporting documentation behind every deduction, so your write-offs hold up and nothing legitimate gets left on the table.
A CPA-ready package
We deliver a clean, filing-ready set of financials your tax preparer can work from directly — faster filing, fewer questions, no last-minute panic.
Tax preparation support, handled end to end.
We don't replace your CPA — we make their job easy. Here's the year-round groundwork that turns tax time into a simple hand-off.
Year-End Financials
Clean profit & loss and balance sheet statements finalized and ready for your preparer.
- Reconciled year-end P&L and balance sheet
- Adjusting & closing journal entries
- Trial balance handed to your CPA
Deduction Documentation
Every eligible expense captured, categorized, and backed by supporting records.
- Expense categorization for deductions
- Receipt & record organization
- Mileage, home-office & asset tracking
1099 & Filing Prep
Contractor tracking and the source documents your filing depends on, ready on time.
- 1099 contractor tracking & prep
- W-9 collection & vendor records
- Sales tax & GET/TAT support for rentals
CPA Coordination
We work directly with your tax preparer so questions get answered without landing on you.
- Direct hand-off to your CPA or preparer
- Fast answers to filing questions
- Audit-ready documentation on file
From shoebox of receipts to a filing-ready package.
A clear, repeatable rhythm that keeps you tax-ready all year — not just in a panic every April.
Review & connect
We assess your current books, connect your accounts, and pinpoint exactly what your filing will need.
Organize & reconcile
Every transaction is categorized and reconciled, and any historical clean-up is handled and documented.
Document deductions
We capture supporting records for every eligible deduction so nothing legitimate gets missed.
Package & hand off
You get a clean, filing-ready set of financials delivered straight to your CPA — stress-free.
Seasoned professionals keeping you tax-ready.
Our mission is to give you the financial clarity and integrity you need to walk into tax season with confidence.
Gregory Nelson
A U.S. Navy veteran with a decade of specialized financial management, Gregory has spent the past nine years as a trusted partner for vacation rental owners — including expert handling of Hawaiʻi GET/TAT and year-end filing prep.
Ryan Garcia
QuickBooks Online certified with 18+ years in cataloging, data processing, and record-keeping. Exceptionally meticulous, Ryan makes sure every deduction is documented and every record is ready for filing.
Let's get you tax-ready.
Tell us where to reach you and we'll follow up with a no-pressure look at your books and how GRN can get your records organized, documented, and ready to hand off to your CPA.
- A free review of your current books
- A clear plan to get filing-ready
- Straightforward, honest pricing
Prefer to talk? Schedule an appointment today!
Request your tax-prep review
Clear Financials. Confident Future.