Business Details
We provide individuals and organizations with critical, outsourced CFO services that reduce costs and help achieve financial goals. Our president brings thirteen years of prior experience as a Partner and Director to lead our operations. We possess the tools and resources to help you better understand and manage your day-to-day and long-term finances. Our specialized skills encompass comprehensive accounting, strategic consulting, and strict compliance services. We solve complex financial challenges by offering straightforward monthly bookkeeping, transaction classification, and bank reconciliations.
We maintain the highest professional standards, ensuring all compiled financial statements are thoroughly reviewed each month. We are qualified to prepare state income tax, state franchise tax, state sales tax, and federal and state payroll tax returns. We equip our clients with customized Outsourced CFO Dashboards that highlight key metrics used by management. We also provide a range of Certified Public Accountant services billed hourly as an a-la-carte option to keep costs down. We are committed to delivering exceptional value and clear financial visibility for every client we serve.
We maintain the highest professional standards, ensuring all compiled financial statements are thoroughly reviewed each month. We are qualified to prepare state income tax, state franchise tax, state sales tax, and federal and state payroll tax returns. We equip our clients with customized Outsourced CFO Dashboards that highlight key metrics used by management. We also provide a range of Certified Public Accountant services billed hourly as an a-la-carte option to keep costs down. We are committed to delivering exceptional value and clear financial visibility for every client we serve.
Highlights and features
- Our president brings thirteen years of prior experience.
- We prepare customized Outsourced CFO Dashboards for management.
- We offer comprehensive tax and compliance-related filings.
- We provide hourly CPA services to keep production costs down.
- We include annual federal corporate tax returns for subscribers.
Services
Outsourced Accounting
We provide straightforward monthly bookkeeping, transaction classification, and bank reconciliations. Our standard financial reports help you see exactly how your business performed. Monthly subscribers also receive preparation of relevant annual federal corporate tax returns.
Outsourced CFO Services
We meet monthly to discuss compiled financial statements and address strategic items. Our consultative services include a customized Outsourced CFO Dashboard with key metrics. These tools are specifically used by management to help better understand and manage finances.
Outsourced Compliance Services
We offer comprehensive tax services alongside any compliance-related filings required by a business. Our team ensures your ongoing compliance requirements are met accurately and consistently. We manage these essential obligations to help you maintain operational focus and avoid penalties.
Corporate Tax
We ensure all monthly corporate accounting services include relevant federal tax returns or schedules. We are qualified to prepare state income tax, state franchise tax, and state sales tax returns. We also prepare federal and state payroll tax returns as needed.
Individual Tax
Our staff prepares federal and state individual income tax returns for connected individuals. We serve principals and employees connected to the businesses we serve. We do not accept individual tax returns as standalone engagements.
