Our Services
Bookkeeping Services
Managing the records of the financial affairs of the business. This includes: Aggregation, Categorization, Reconciliation, Accounts Payable, Accounts Receivable, in-house payroll, and more. Thorough and well-organized financial records are a key factor in the sustained success of any firm.
Financial Analysis & Controller Services
Evaluating the business, projects, inventory, budget and related transactions in relation to company performance and goals. Services include: Monthly close, financial statements, budgets, financial performance metrics, cost accounting, tax compliance, employee benefits, business insurance management and more.
CFO Services
Reporting to the CEO and company board, our CFO services cover financial planning and management, cashflow management, risk management, financial reporting, forecasting, and more.
Tax Preparation
Covering sole proprietors, partnerships (1065), LLCs, S Corporations, C Corporations, non-profits, and individual tax returns. We help small businesses of all types in all markets with their tax returns. We prepare your tax returns accurately while providing guidance to save you time and money.
Tax Planning and Implementation
Effective tax planning requires the experience and expertise to develop effective strategies for your particular needs. You deserve to receive every dollar that is yours - a well executed tax plan ensures this goal is achieved.
Tax Resolution
A tax notice from the IRS poses a risk for your firm. However, this does not necessarily indicate financial disaster. As your IRS liaison, we can manage the process for you, working in your best interest to avoid or minimize any penalties and interest. Services include: IRS communication, documentation, complete paperwork, requests, managing demands and more.