Our Services

We offer three core services to meet your financial needs: fractional CFO representation, tax preparation, and bookkeeping.

CFO Services

Our fractional CFO representation provides businesses with expert financial guidance on a part-time basis. This service is perfect for companies that need high-level financial advice but do not require a full-time CFO. We assist in strategic planning, financial forecasting, and performance analysis, helping your business make informed decisions and achieve long-term success.

    • Capitalization Strategy

    • Team Formation

    • Proforma financial statements for capital raises

    • Advisory on software stack ERP/POS/Inventory management

    • Investor Relations

    • M&A Interface & Support

    • Cap Table Management

    • Legal Counsel Interface

    • HR Oversight

    • Financial modeling for expanding or contracting operations

    • Crisis Management

    • Sales Forecasting

    • Cash Flow Management

    • Budget Formation

    • KPI Dashboard Development

    • Variance Reporting

    • ADHOC Analysis

Bookkeeping

Our meticulous bookkeeping service maintains accurate and detailed financial records for your business. We handle everything from daily transactions to monthly reconciliations, ensuring that your financial information is always up-to-date and precise. This allows you to focus on running your business, knowing that your finances are in reliable hands.

    • Bank and Credit card Reconciliation

    • Accounting & Monthly Financial Reporting

    • A/R and A/P Oversight

    • Sales Tax Compliance

    • Revenue Recognition

    • Audit ready expense management, receipt/invoice matching per IRS

    • Bill payment

    • Document management

Tax Preparation

Our tax preparation service ensures that both individuals and businesses comply with all tax regulations while maximizing potential savings. We stay up-to-date with the latest tax laws and use this knowledge to optimize your tax situation, providing peace of mind and financial efficiency.

    • Entity Structure Selection

    • Corporate Tax Planning

    • Compliance for C Corps & Pass Through Entities

    • Personal Tax Planning for pass through founders

    • Sales Tax Nexus Review & Compliance

    • Audit Representation

    • Exit Strategies

    • Estate Planning & Review for founders

Whether you need enhanced decision making support or a hassle-free compliance solution, we customize our services to meet your requirements.