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.

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

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

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.


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

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

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

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…