Our Services

Working with your team, we provide many business and financial services to streamline your daily operations to ensure that your business can prosper and grow.

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Core Services

As your business strategist, we offer a basic or core services to all. These services are essential for any business owner to thrive and grow.

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Monthly Services

  • Fractional (Part-Time) CFO/Controller Support  
  • Reconciliations        
    Bank, Credit Cards, and GL
  • Payroll Processing
  • Month-End Close of Books and Records 
  • Client Invoicing (AR)
  • Vendor Payables (AP)
  • Sales Tax Filing and payment remittance
  • Strategy Meetings
    In Person or Virtual
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Tax Preparation Services

  • Business and Personal Income Tax Returns
  • Federal Tax Returns
  • State and Local Tax Returns
    All states
  • Franchise Tax Filings
  • 1099 filings
  • Payroll Tax Filings
  • Business Tangible Personal Property Tax
  • K-1 Preparation
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Special Projects

  • Bookkeeping Clean-Up (including tech apps)
  • Payroll Set-Up (Federal and Multi-State Registration)
  • Business Entity Reclassifications (S-Corp Election)
  • Business Formation Registration (Federal and State)
  • Additional Projects Available Upon Request
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Advisory Services

As your business strategist, we offer premium advisory services to improve your company’s performance, growth potential, and value while working to mitigate risk.

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Tax Compliance

  • Multi-State Tax Strategies
  • Cost Segregation
    Fixed Assets, Real Property
  • Tax Notice Review and Resolution
  • Income Tax Planning and Management
  • Tax Audit Support
  • State Level Economic and Nexus Review
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Reporting and Analytics

  • Business Ratio Analysis/KPIs
  • Business Scale-Up Projections
  • Budgeting and Forecasting
  • Accrual, Cash and Tax Basis Reporting
  • Fund Reporting for Non-Profit Organizations
  • Technology Driven Bookkeeping
  • Business Acquisitions and Brokerage Services
  • Construction Job Costing
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Business Operations

  • Employee Compensation Package Calculations
  • Recruitment and Job Description Preparation
  • Loss Prevention and Risk Management
  • Work-Flow Computation for Financial Staff
  • Workers Compensation Audits
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Start-Up Company Services

As your business strategist, we help you build a firm foundation in your new calling as a business owner. We all started somewhere, and we are here to help you meet your potential.
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Start-Up Companies

  • Consulting – Where do you start? Registering with the IRS and Secretary of State, and obtaining the required licenses.
  • Set-Up of Bookkeeping platform
  • Tech Software Integration
  • Balance Sheet and Income Statement Training (Understanding of how the reports relate to your business)
  • Income Tax Return Training (Understanding of how taxes relate to your business)
  • Networking Referrals – Your success is our success
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Specialized Industries

We work with a wide range of businesses and industries, and provide support based on our client’s needs.

  • Medical and Healthcare
  • Real Estate and Property Management
  • Logistics and Supply Chain Management
  • Financial Advisors and Planners
  • Retail and Restaurants
  • Manufacturing
  • Attorneys and Law Practices
  • General Contractors
  • Massage Therapists
  • Website and IT Services
  • Printing Presses and Marketing Services
  • Interior Designers
  • And much more…
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