Services

Looking for a new way to look at your business?

We take a different approach to advising to help you reach your business goals. Company size, industry, and location are not an obstacle to the services we offer.

Let’s begin that next chapter together as your business strategists.

Core 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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Monthly Services

  • Fractional CFO/Controller Support
  • Reconcilitaions
    Bank, Credit Cards, and GL
  • Payroll Processing
  • Monthly Financial Reporting/Month-End Close
  • 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 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

  • Technical and Clean-Up
    Books and Records
  • Set-Up Payroll
    Federal and Multi-State
  • Additional Projects Available Upon Request

Advisory 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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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 Accounting
  • Fund Accounting
  • Technology Driven Bookkeeping
  • Business Acquisition and Soliciation
  • 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

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
  • Financial Statement Training and Education
    (basic understanding on how it relates to you and your company)
  • Income Tax Return Training and Education
    Basic understanding on how Income Tax relates to you and your company.
  • 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…