Our Approach

Leading Every Client toward Success

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We specialize in monthly services, from simple bookkeeping to full CFO services, providing only the services that make sense, 

including but not limited to

Bookkeeping

Payroll

Management Reports

Business Consulting & CFO Services - serve as outsourced accounting department

Handling tax (payroll, sales and use tax, etc) and regulatory filings on time, every time

Tax Planning - Mid year and 11 month projections to avoid year-end surprises

Provide year-end numbers ready for your tax preparer to complete your business tax return

We can review tax returns prepared by your tax specialist, both business and personal, ensuring accuracy and completeness.

Cash flow projection and analysis

Annual budget creation and reporting of actuals vs budget

Discussions on expense reduction and revenue generation

Financial statement preparation

QuickBooks Online is our preferred platform...integration with many apps. We will help you understand the financial end of your business, and you will continue to move forward confidently, with less stress.