Services
Tailored for your financial success
Discover services designed to help businesses manage finances and make informed decisions.
Tax Preparation
and Tax Advisory
Our personalized tax services encompass comprehensive tax preparation, strategic planning, and meticulous compliance. We empower small businesses to navigate the complexities of taxation with confidence and clarity.
Business tax preparation
Partnership 1065, C Corp 1120, S Corp Election 112
Individual tax preparation
1040, K-1, Schedule C, Rental properties, Small business, Home office, Stock and asset sales, Mortgage interest, Multiple state returns
Business formation
S Corp election
Tax favorable distributions
CFO and Controller Expertise
Our CFO consulting services empower startup companies to develop robust financial strategies. We specialize in budgeting and forecasting to ensure your financial health and future success.
Financial Planning & Analysis
Cash Flow Management
Financial policy and procedure development with internal controls
Accounting system set-up & 3rd party software integrations
Audit assist
Equity & Debt cost of capital analysis
Monthly Bookkeeping and Accounting
Our bookkeeping solutions ensure your financial records are accurate and up-to-date. From accounts receivable and payable to payroll services and detailed financial reporting, we handle it all.
Monthly bank reconciliation
Record of Payroll, Depreciation, Interest
Financial statement preparation
– Income statement (profit & loss)
– Balance sheet
– Statement of cash flows
– A/R & A/P
Financial analysis & recommendations
Industries Served
eCommerce, direct to consumer - Shopify, Amazon
Healthcare
Real Estate
Consulting & Professional Services
Food - Cafe & Restaurants
Software, SaaS
Information Technology
Apparel & Accessories
Contractors
Retail & Wholesale
FAQs
How would we work together remotely?
We make remote collaboration seamless and secure. Our process emphasizes clear and prompt communication to ensure your needs are always met via email or phone call. All documents are exchanged through a secured shared folder, ensuring your sensitive information remains confidential.
What is your pricing?
We provide customized packages based on the complexity and scope of your needs. During our consultation, we’ll create a solution tailored to your goals.
Do you work with specific accounting software?
Yes, we’re experienced with leading platforms like QuickBooks, Xero, and others. If you use a specific tool, we can adapt to fit your needs.
What states can you file taxes in?
We are licensed to file taxes at both the federal level and all 50 states for business & personal taxes.
Still have questions?
Just send us your questions
or schedule a free consultation.
Start solving your financial challenges
Our team is ready to help you navigate your financial journey with tailored solutions that fit your business needs. Reach out now to discover how our expertise can empower your financial decisions.