Accounting and Finance, Financial Service Provider, Business Advisory
Outsourced Accounting | Accounting and Finance | Business Advisory | Financial Service Provider | Tax Preparation
Offered Services
Outsourced CFO
- Strategize: Grow your business proactively with our business advisory team.
- Report: Real-time visibility is key to decision making. Let us help develop meaningful reporting tools for you.
- Risk Management: Risk is a constant threat. We can help you identify and manage your business risks.
Accounting & Financial Services
- Reconciliation: Unreconciled bank accounts are a threat to your company. We reconcile your bank accounts on a monthly basis.
- Recording: We can take care of the mundane, sometimes confusing, tasks of recording your transactions. Keeping timely, accounting and finance records are crucial to making informed business decisions.
- Payroll: Let us work with you to set up and train your team to simplify your payroll process. Payroll does not need to be difficult - we can simplify it for you.
Advisory Services
- Personalized Advisory: Your finances impact every area of your business. As a trusted financial service provider, our goal is to implement best-practice business processes to establish effective practices throughout your entire business.
- Succession Planning: If you do not have an succession plan to transition or sell your business, we can bridge the gap between where you stand today, and the moment you decide to take that next step. Don't waste time or leave money on the table. We can assist in maximizing your exit by strengthening your business.
Tax Preparation
- Tax Preparation: Personalized federal and state tax preparation that is customized to your situation.
- Personal Tax Planning: Stay ahead of your tax liability by not just looking at your finances a year behind.
- Transparency: You should feel comfortable asking questions about your tax situation. We do the heavy-lifting so you can understand, but not be overwhelmed, with your tax outlook.