Our Services

Helping your business thrive with expert finance support.

Bookkeeping Services Provided:

• Accurate and Timely Recordkeeping

  Daily, weekly, or monthly transaction recording with precision and supported by reliable documentation for any audit.

• Accounts Payable and Receivable Management

  Streamlined vendor payments and expense tracking, with emphasize to avoid late fees and missed payments. Organized invoicing and collections to improve cash flow.

• Scalable Support

  Flexible service levels tailored to startups, growing businesses and established companies.

Consulting Services Provided:

Accounting Services Provided:

• Financial Statement Preparation

  Preparation of pre-audited income statement, balance sheet and cash flows based on cash or accrual basis, including Generally Accepted Accounting Principles (GAAP).

• Strategic Analysis and Insight

  Provide flux analysis and trends month over month or year over year to help guide trajectory of operations with advice on measures to implement to achieve strategic financial goals.

• Documentation and Compliance

  Preparation of audit-ready documentation to support all significant balances on the financial statements and roll-forward schedules to ensure continuity in future reporting cycles.

Tax Services Provided:

• Tax Preparation and Filing

  Preparation federal, state and local tax returns based on accurate bookkeeping. Timely submissions to avoid penalties and interest. Compliance with evolving tax regulations.

• Tax Planning and Strategy

  Proactive planning to maximize savings through deductions and tax credits and minimize liabilities. Scenario modeling to evaluate tax implications of business decisions and guidance on structuring transactions for optimal tax outcomes.

• Audit Support and Representation

  Preparation for IRS or state audits. Direct representation and communication with tax authorities.

Bookkeeping Services Provided:

• Audit Readiness and Support

  Pre-audit preparation or reviews to identify and resolve issues before arrival of external auditors, including guidance on documentation for smooth audit cycles. Internal control assessments and remediation plans.

• Process Improvement and Systems Optimization

  Workflow redesign to eliminate inefficiencies in finance and accounting operations. Automation of reconciliations, reporting, and approvals for accurate and efficient close cycles. Financial systems implementation (i.e. Quickbooks, Xero, Zoho Books and FreshBooks) based on your business needs.

• Financial Reporting Compliance

  Preparation of pre-audited financial footnotes and implementation of new accounting standards such as: Revenue Recognition (ASC 606), Lease Accounting (ASC 805), M&A or Purchase Accounting (ASC 805) and etcetera.

• Strategic Financial Analysis

  Cash flow forecasting, financial forecasts and budgets, and scenario modeling. Insurance and risk assessment for financial stability.