SERVICES
We are a professional service organization, providing accounting, bookkeeping and tax services to small to medium sized clients, those with $10M or less in revenues. We also work with large business clients on project based financial services.
Accounting
We bring a full-service finance function to the table, including financial statement presentation, bookkeeping, and payroll services. We partner with ADP, an industry-leading payroll service provider.
We also provide project-based services to accounting and finance teams of larger organizations
Tax Services
We offer tax planning and preparation service to assist businesses with compliance on required tax filings – income tax, property tax, as well as sales & use tax. We provide tax preparation and planning services for Individuals, Sole Proprietorships, LLCs, Partnerships, and Corporations. Often, this service is best paired with our bookkeeping and accounting services to streamline the tax preparation process.
Fractional CFO
Partnering with our clients, our CFO services will bridge the gap left open with vacant positions. We provide services on an interim or part-time contract basis, fulfilling the need for financial leadership in your small business organization. In this role, we will also assist with treasury management and cash concentration strategies. We will also partner with our clients to negotiate credit facilities.