Our Services

Bookkeeping and Financial Reporting

We handle the day-to-day financial details, so you’re always organized, informed and focused on the big picture.

✔  Managed Bookkeeping: Daily and monthly processing of all financial transactions, including accounts payable and receivable, expense categorization, and general ledger maintenance.

         Client Benefit: Eliminate administrative burden and ensure every transaction is correctly recorded.

✔  Bank & Credit Card Reconciliation: Monthly reconciliation of all accounts to identify discrepancies, prevent fraud, and guarantee the accuracy of your cash balances.

 Client Benefit: Confident financial oversight and peace of mind knowing your accounts balance.

• ✔ Financial Statement Preparation: Preparation of monthly, quarterly, and annual financial statements (Balance Sheet, Income Statement, Cash Flow) for clear performance tracking.

• Client Benefit: Get a clear, reliable snapshot of your business health to inform critical decisions.

Audit Preparation and Support

Facing an audit, review, or compliance examination can be stressful and disruptive.

• ✔ Reports: Comprehensive preparation of all documentation, schedules, and financial records necessary for a seamless external audit or review.

• ✔ Auditor Correspondence Management: We manage all direct communication, clarifying initial requests, handling follow-up questions, and providing explanations of complex transactions on your behalf.

• ✔ Internal Control Documentation: We assist in documenting your key accounting policies and internal controls, demonstrating to the auditors that proper procedures are in place.

• ✔ Draft Financial Review: We review the draft financial statements and management letter to ensure accuracy and address any potential findings before they are finalized.

• ✔ Client Benefit: Minimize disruption to your business and ensure a faster, smoother audit process based on our CPA and audit expertise.

Tax Planning & Compliance

Move beyond simple tax filing We provide year-round strategic tax planning to optimize your liability and ensure full compliance.

Key Services

• ✔ Proactive Tax Planning: Developing forward-looking tax strategies to legally minimize your tax burden and maximize savings.

• Client Benefit: Avoid year-end surprises and keep more of your hard- earned revenue.

• ✔ Business Tax Preparation & Filing: Accurate preparation and timely filing of all necessary federal, state, and local business tax returns.

• Client Benefit: Ensure full compliance and avoid costly penalties and audits.

• ✔1099 and W-2 Reporting: Management and accurate preparation of annual forms for employees and independent contractors.

• Client Benefit: Simplify year-end administrative tasks for you and your team.

Payroll Management

Ensure your team is paid accurately and on time while managing complex tax withholdings and filings.

✔  Full-Service Payroll Processing: Managing all aspects of payroll, including calculating wages, direct deposits, tax deductions, and timely tax payments.

Client Benefit: Eliminate payroll errors and guarantee compliance with employment tax regulations.

✔  New Hire Reporting & Compliance: Handling all required setup and reporting for new employees to maintain regulatory adherence.

Client Benefit: Spend less time on administrative paperwork and more time onboarding your talent.

Premium Package

Includes all Standard services, with the added value of fractional CFO support and strategic advisory designed for businesses ready to scale with expert financial guidance.