Services
Bookkeeping:
Bookkeeping services tailored to your needs. Full service bookkeeping ensures your financial records are accurate, up-to-date, and available for you to access at a moments notice. Trust us to perform thorough books cleanup and regular bookkeeping maintenance, leaving your financial records in pristine condition.
- QuickBooks Online
- QuickBooks Desktop
- Xero
- Regular Bookkeeping Maintenance
- Complex Cleanup Projects
CFO Advisory Services & Fractional CFO
CFO Advisory Services provide strategic financial guidance and expertise to businesses, helping them navigate complex financial challenges and optimize their financial performance. These services typically include financial planning and analysis, budgeting, forecasting, cash flow management, risk management, and strategic decision-making. CFO advisors work closely with executive teams to align financial strategies with business goals, offering insights on growth opportunities, cost control, and financial efficiency. Essentially, CFO Advisory Services bridge the gap between financial data and business strategy, empowering companies to achieve sustainable financial growth and stability.
Training & Oversight:
Bookkeeping training and support tailored to your needs. We can train your staff for in-house procedures, provide regularly quarterly reviews, and remain available for “Urgent-Care” style support for those who manage their own books.
Small Business Services
Small Business Services can range from one-time support to ongoing services. We can help you with new entity set-up, S Corp election filing and transitions, evaluating and maintaining IRS compliance, setting up procedures and protocols, payroll support, advisory, and review, and more.