Our services include, but are not limited to

• Monthly Accounting and Bookkeeping: Accurate recording of all financial transactions on a timely basis. Through this process, we identify tax deductions, reduce expenses, and significantly reduce the risk of internal fraud and duplicate vendor payments.
• Monthly Financial Reports: Delivery of fully reconciled and analyzed financial statements provided monthly. Unlike most firms, our clients receive their financial statements monthly. Our clients are given timely business insights to support sound decisions that protect the health and growth of their companies.
• Financial Reviews: Strategy meetings held quarterly, or on request.
• Payroll and Compensation Support, 1099 Preparation: Payroll processing and 1099 preparation to ensure employees are paid on time, and to manage federal and state payroll returns to support compliance with applicable agencies.
• Tax Preparation: Entity and personal tax returns filed by all applicable due dates. Tax strategies are integrated into client returns.
• Fractional CFO: Key performance indicators, expense reduction, budgeting, cash flow forecasting, business planning, and operations review.