Our Services
Accounting & Bookkeeping
Our bookkeeping services ensure that every financial transaction is meticulously recorded. We manage your daily sales, purchases, payments, and receipts, providing you with an accurate and up-to-date financial picture. This helps you make informed decisions and maintain a clear view of your cash flow.
Also, our team reconciles your bank statements, credit card accounts, and other financial records to ensure consistency and detect any discrepancies early. This process helps prevent fraud, identify errors, and maintain accurate financial records.
We also offer:
Accounts Payable and Receivable Management
Financial Reporting
Payroll Services
Audit & Assurance
Prepare for audits with confidence. Our audit support services ensure that your financial records are organized, accurate, and ready for review. We work closely with your auditors to streamline the audit process, provide necessary documentation, and address any concerns. Our goal is to help you achieve a smooth and successful audit outcome.
We provide audit, reviews, compilation and other agreed-upon procedures services necessary to achieve your goals. We leverage our professional experience, methodology and technology to meet professional standards to meet your compliance obligations.
Fractional Controller/ CFO
Unlock the potential of your business with expert financial leadership on a flexible basis. Our team of seasoned CPAs and financial professionals offers Fractional CFO services designed to provide strategic financial management and insights without the commitment of a full-time CFO.
Key Services Include:
Financial Strategy and Planning
Financial Reporting and Analysis
Cash Flow Management
Cost Management and Reduction.
Fundraising and Capital Structure
Risk Management and Compliance
Technology and Systems Optimization
Business Advisory
Enhance overall business performance and drive sustainable growth with our professional advisory. We offer strategic guidance to help your business achieve their goals. By providing expert insights, these services assist in developing and implementing effective strategies, improving operational efficiency, managing financial performance, and navigating complex regulatory environments.
Our financial analysis services provide deep insights into your business's financial performance. We analyze key financial metrics, identify trends, and offer actionable recommendations to improve profitability and efficiency. Whether you need help with budgeting, forecasting, or strategic planning, our expert consultants are here to guide you.
Tax Planning & Preparation
Stay ahead of your federal and state tax obligations with our expert tax preparation and planning services. We prepare and file your personal, nonprofit and business tax returns accurately and on time, ensuring compliance with the latest tax laws. Our proactive tax planning strategies help you minimize liabilities and maximize savings, giving you peace of mind throughout the year.
Representation to the IRS/ State Tax Authorities
Resolve tax disputes and liabilities with our tax resolution services. We assist with negotiating installment agreements, offers in compromise, penalty abatement, and other IRS and state tax relief programs. Our experienced team works diligently to find the best solutions for your specific situation, helping you achieve a manageable resolution.