Accounting and Bookkeeping

Managing cash flow can be one of the most significant challenges that small businesses face. Staying on top of regulatory requirements, and ensuring accurate reporting to stakeholders can be burdensome if financial environments are not accurate and organized. We helps clients to manage their monthly compliances requirements and staying on top of their complete accounting cycle. Whether it be basic bookkeeping services, managing payroll, or CFO services like financial forecasts, planning, and reporting. We take the time to listen and work hard to make it right.

• Accounting & Bookkeeping

• Payroll processing

• AR & AP management

• Inventory management

• Preparation of financial statements

• Bank & Credit Card Reconciliation

• Management reporting

• Review and supervision

• Maintain updated general ledgers

• Record payments, receipts and journal entries

• Record payroll

• Prepare depreciation and amortization schedules

• Reconcile asset and liability accounts

• Reconcile bank statements

• Weekly, monthly, quarterly or annual services

• Interim controller services during a transition or growth period

• Prepare comprehensive financial statements using various methods including accrual, cash or income tax basis

• Compiled financial statements that reflect management-represented information

Taxation

Beyond combining tax planning and preparation services, what sets us apart from other providers is a resourceful team approach. Whether working on individual, corporate, partnership, estate, trust or other plans and returns, our professionals help you make the most of your money through knowledgeable planning and expert advice.

Since tax-inefficiency can lead to stunted returns for a model portfolio, we endeavors to provide clarity, accuracy, and planning strategy when working through specific issues at both the Federal and State levels. e look forward to assisting you with your tax and financial needs whether you file as an Individual, Corporation, Small Corporation, Partnership, or Trust. Please don’t hesitate to contact us today for a free consultation.

• Business tax returns

• Individual tax returns

• Estate and Trust

• Payroll tax returns

• Sales tax returns

• Informational returns (1099s and W-2s)

• Household employment filings

Business

• Preparation of corporate, partnership and related income tax return filings

• State and local tax expertise

• Tax structuring and transaction assistance

• Tax planning and research

• International tax assistance

• Representation before the IRS, state and local taxing authorities

• Executive compensation and bonus plans

• Merger and acquisition representation

• Research and development credits

• Cost segregation studies

• Other federal, state and local tax credits

• Periodic tax law updates that directly impact your business

Individual

• Preparation of individual income tax returns and related filings

• State and local tax expertise

• Tax planning and research

• International tax assistance

• Representation before the IRS, state and local taxing authorities

• Stock option planning

• Planning for real estate and real estate professionals

• Analysis of conversion of qualified retirement funds from traditional to ROTH

• Charitable giving strategies

• Planning for closely-held business interests

• Gift and estate tax planning and preparation

• Periodic tax law updates that directly impact your situation

Estate & Trust

• Preparation of trust and estate income tax returns and related filings

• State and local tax expertise

• Tax planning and research

• International tax assistance

• Representation before the IRS, state and local taxing authorities

• Preparation of estate and gift tax returns and related filings

• Trust and estate distribution planning

• Trust funding analysis

• State nexus planning

• Family limited partnership planning and preparation

• Transfer tax valuation of hard-to-value assets

• Preparation and planning for specialized trusts, including charitable trusts, special needs trusts, grantor retained annuity trusts and intentionally defective grantor trusts

Virtual CFO Services

• Virtual CFO

• Special purpose CFO

• Accounting software consulting

Weekly Bookkeeping

All your accounts payable and receivable, reconciliation and payroll needs are handled by an associate as your main point of contact using our proven processes and checklists.

Monthly Controller Review

An experienced manager will review your budgeting, monthly financials and cash flow projections, and then generate accurate and timely reports to accelerate growth.

CFO Strategy Sessions

We’ll provide you with our most experienced team members for a periodic “CFO checkup.” Using your key growth drivers, we will help you understand your company’s financial health so that your business can scale sustainably and profitably.

A Dedicated Financial Team Designed to Help You Scale

Our self-sufficient cloud CFO team comes without the HR headache of managing employees. We can save you up to 160 hours per month, which is the equivalent of one full-time staff member. Better yet, our team is scalable; your business grows and and we grow with you.

A Proactive and Customized Approach to Your Finances

We know that one size doesn’t fit all in accounting services. Your business is unique, so we will customize an accounting system to fit your needs. Next, we will help you identify and focus on three key business-specific metrics to improve cash flow and accelerate growth. Without asking, you’ll have the financial information you need when you need it.

A Strategic Focus on Your Future

We believe in our clients’ success. From 2017 to 2018, our clients saw an average revenue growth of 90%. With the careful review of our CFO Strategy Sessions, we will make sure you’re on track to meet your growth and profitability goals.

Anytime, Anywhere Access to Your Financials

Your daily bookkeeping, monthly reconciliations and reports will become part of our optimized process. By automating your accounting with the cloud, you can securely access your real-time financials anywhere and on any device.