Our Services

Bookkeeping

Bookkeeping—We handle the books, including managing transactions related to financial record-keeping, including tracking income, expenses, and preparing financial statements.…while also integrating third party payroll. including tracking income, expenses, and preparing financial statements. Bill paying & invoicing—We take over daily bill paying and invoicing tasks, as well as monitor and manage your cash flow to keep your business financially healthy

Fractional CFO

By helping our clients understand and track their unique key performance indicators throughout the year, we help them make informed, smart business decisions. Through forecasting, projections, and cash flow management, our clients get the specialized small business insight they need to drive their business profitability and success

Tax

Preparing and filing federal, state, and local tax returns for individuals, businesses, and other entities. Advising clients on strategies to minimize tax liabilities, optimize deductions and credits, and plan for future tax implications. Providing guidance on complex tax issues, including estate planning, retirement planning, and tax implications of business decisions.

Outsourced CFO Services

Outsourced CFO services offer a strategic advantage for businesses seeking high-level financial management without the commitment of a full-time executive, making them an attractive option for many growing companies

Benefits of Outsourcing CFO Services:

Cost Savings:

Flexible Pricing: Pay only for the services you need rather than a full-time salary and benefits.
Reduced Overhead: Avoid the costs associated with hiring and maintaining a full-time CFO.

Expertise and Experience:

Specialized Knowledge: Access to a wide range of financial expertise and experience without the need to recruit in-house.
Best Practices: Implementation of industry best practices and up-to-date knowledge on financial regulations.

Scalability and Flexibility:

Adaptability: Easily scale services up or down based on the company's needs and growth stage.
Immediate Access: Quickly access experienced financial professionals when needed.

Focus on Core Business:

Core Competencies: Allow internal resources to focus on core business functions while financial experts handle complex financial tasks.

Enhanced Strategic Decision-Making:

Informed Decisions: Benefit from data-driven insights and strategic financial planning to support business growth and decision-making.

Improved Financial Health:

Efficient Management: Better financial management practices, risk mitigation, and strategic planning can lead to improved financial health and stability.