Accounting and
CFO Services
Includes bookkeeping, financial reporting, management reporting, payroll services, account reconciliation, budgeting and forecasting, expense management, asset management, financial statement preparation, etc.
Tax
Preparation
Includes personal and business tax preparation. Our business tax preparation includes S-Corp, Single member LLC, multi-member LLC, non-profits and corporations.
Management Consulting Services
Includes operational assessment, policy and procedure development, employee assessment, strategic planning, business formations, business coaching, and 501(c)(3) applications.
Financial
Training
Includes financial trainings for your staff and clients. Some of thetrainings include developing visionstatement, goals, and strategies, budgeting, understanding financial statements, measuring busines performance, avoiding IRS audit pitfalls, QuickBooks Online 101, etc..
Tax Planning
Includes analysis of your business and personal expenses, tax deductions, and tax credits to ensure that all elements work together to develop a tax plan that works for you and your family.
Financial Planning
Includes the review of the company’s financial statements, business plan, and personal financial goals to determine a short and long term financial plan.
