Our Services
Outsourced CFO Services
Our engagement with you is designed specifically with your current challenges, opportunities, and goals in mind.
Accountant
Real-time data to grow your business
Compliance
Peace of mind every month.
Tax Preparation Services
We offer comprehensive tax preparation services for both individuals and small businesses. For individuals, we provide personal tax filing, year-round tax planning and advice, audit support, and assistance with amending past returns. For small businesses, we handle business tax preparation for various entities, including corporations, LLCs, and partnerships, ensuring compliance and optimizing deductions. We also offer bookkeeping and payroll services, as well as sales and use tax filing. Additionally, we provide business tax planning to help minimize liabilities and maximize savings opportunities. Our services are designed to simplify the tax process and ensure clients achieve the best possible financial outcomes.
WORKING TOGETHER
We work with you to come up with the very best solutions for your challenges!
01
Financial GAP Analysis
Start at the beginning – the Financial Gap Analysis is a deep-dive into company finances performed by a CFO. It gives you in-depth insight into the risks and opportunities within your current finance function, as well a strategy to approach them to maximize company value.
02
Cash flow budgeting and management
Cash flow is the lifeblood of any company. As founders, you need to have a deep understanding of cash flow. We utilize top tools and approaches to help you plan and forecast business cash flow.
03
Financial Decision Making
The ongoing financial decisions that are part of operating a business have an impact on your resources and success. Make the right calls with the help of a part-time CFO who can make meaning of the numbers.
04
Financial Forecasts and Projections
Strong financial models showcase a clear strategy for future growth as well as a thorough understanding of your business. Get the confidence to wow your next financier.
