Accounting and

CFO Services

 

Includes bookkeeping, financial reporting, management reporting, payroll services, account reconciliation, budgeting and forecasting, expense management, asset management, long-term financial planning, financial statement compilation, etc.

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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.

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Management Consulting Services

Includes operational assessment, policy and procedure development, employee assessment, strategic planning, business formations, business coaching, and 501(c)(3) applications.

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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..

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Resource Augmentation

Includes staffing of accountants, CPAs and financial planners for projects or regular accounting and financial needs.

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Financial Reviews

Includes the review of a company’s financial statements to ensure conformity with the applicable financial reporting framework (such as GAAP or IFRS).

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