Business Details
We empower small business owners to seize control of their financial future. Our team has decades of combined experience, and we're committed to putting our clients first. We've worked in large corporate environments and have a specific focus on serving small and medium-sized businesses. Our mission is to deliver top-tier support without straining your budget. We offer affordable and customizable services tailored to the unique needs of each business owner. With our team's formal education and over two decades of experience, we're equipped to handle a wide range of financial needs. We're dedicated to establishing, managing, and ensuring the financial well-being of our clients.
Our team is led by experienced professionals, including Kevin F. Koffman and Tracy A. Koffman, CPA. We provide essential back-office support, from Accounts Receivables to QuickBooks Training. We handle our clients' books so they can focus on growing their business. We're proud of our flexible availability, working around our clients' schedules to provide top-notch support. We're here to answer our clients' inquiries around the clock and adapt to their preferred working style. Our goal is to help our clients achieve their financial goals through expert guidance and efficient bookkeeping.
Our team is led by experienced professionals, including Kevin F. Koffman and Tracy A. Koffman, CPA. We provide essential back-office support, from Accounts Receivables to QuickBooks Training. We handle our clients' books so they can focus on growing their business. We're proud of our flexible availability, working around our clients' schedules to provide top-notch support. We're here to answer our clients' inquiries around the clock and adapt to their preferred working style. Our goal is to help our clients achieve their financial goals through expert guidance and efficient bookkeeping.
Highlights and features
- We offer decades of combined experience in accounting and finance.
- Our team is led by experienced professionals with formal education.
- We provide affordable and customizable services tailored to each business owner's needs.
- We're committed to delivering top-tier support without straining our clients' budgets.
- We offer flexible availability and adapt to our clients' preferred working style.
Services
Tax Preparation
We assist with preparation, calculating, and filing local, state, and federal taxes. Our team is experienced in tax preparation and ensures accurate and timely filing. We help our clients navigate the complex tax landscape and ensure compliance with all tax regulations.
QuickBooks Training
We provide best practices and easy-to-understand training on QuickBooks. Our team is experienced in QuickBooks and helps our clients get the most out of the software. We ensure our clients are equipped to manage their finances effectively and efficiently.
Fractional CFO
We lend our financial expertise to help businesses as a part-time CFO. Our team is experienced in financial management and provides expert guidance to our clients. We help our clients achieve their financial goals and ensure the financial well-being of their business.
Bookkeeping
We handle our clients' books so they can focus on growing their business. Our team is experienced in bookkeeping and ensures accurate and up-to-date financial records. We provide monthly reconciliations to ensure every charge aligns with our clients' bank statements.
Accounting Team Supervision
We offer collaborative oversight for our clients' existing accounting teams. Our team works together with our clients' teams to accomplish their objectives. We provide expert guidance and ensure our clients' accounting teams are equipped to manage their finances effectively and efficiently.
