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Our Services

CFO Services

  • Comprehensive review of books and make recommendations to your bookkeeper
  • Budgeting and Forecasting
  • Cash Flow and Revenue Management
  • Key Performance Analysis Indicator
  • Financial Analysis and Modeling
  • Specialized Financial Projects
  • Tax advantageous planning

Consulting Services

  • Data Management, Analytics and Business Insights
  • Cloud Migration Assessment, Strategy and Roadmap
  • New Business accounting system implementation
  • Existing business system improvement
  • Microsoft Solutions and Services
  • Regulatory Compliance Assistance
  • Two-Day Diagnostic
  • Business Process Improvement/Automation
  • Operational Efficiency/Process Improvement
  • New Business entity set up (LLC,s, Corporations. & Partnerships)

Transactional Activities

  • Transaction/Data Entry
  • Invoices (Customer & Vendor)
  • Bank transactions
  • Credit Card
  • Payroll transactions
  • More…

Reconciliation Reporting

  • Bank Accounts
  • Credit Cards
  • Customer Invoices
  • Collections
  • Vendor Invoices
  • Payments
  • Payroll
  • More…

Activities Management

  • Bill Pay
  • Invoicing
  • Payroll processing
  • Accounts Payable
  • Accounts Receivable
  • More…

Business Tax Services

  • Partnership tax
  • S Corp & C Corp Tax
  • Estate and Trust tax
  • Various State Tax
  • Sole Proprietor
  • Year-End Tax Planning incorporating ever-charging tax laws

Individual tax with an emphasis on:

  • Real estate investors
  • Business Owners and Executives
  • Technology Founders
  • Professional Athletes
  • Actors, Producers, and Entertainers
  • Contractors
  • Doctors

Fractional CFO role or part-time CFO

As your businesses expand and become more dynamic, the need for a senior-level financial expert you can lean on becomes more critical. Companies are faced with more complex financial decisions and can benefit from senior-level expertise to help them to take advantage of and navigate tax laws and accounting principles. We will review every aspect of your books and financial statements and recommend adjustments necessary. You will save money!

  • Comprehensive review of books and make recommendations to your bookkeeper
  • Budgeting and Forecasting
  • Cash Flow and Revenue Management
  • Key Performance Analysis Indicator
  • Financial Analysis and Modeling
  • Specialized Financial Projects
  • Tax advantageous planning

Advisory

We help you and your business develop and execute strategies that is unique to your business so that it is compliant, tax-efficient, and more organized. Our business advisory plan will help you more strategically manage your business and monetize every asset you can. Beyond tax preparation, a business advisor can also spot opportunities to reduce costs or maximize investments across all aspects of your business. You will see tangible benefits that go well into the future for you and your family. Money is in the decisions! We help you do this.

  • Consulting Services
  • Data Management, Analytics and Business Insights
  • Cloud Migration Assessment, Strategy and Roadmap
  • New Business accounting system implementation
  • Existing business system improvement 
  • Microsoft Solutions and Services
  • Regulatory Compliance Assistance
  • Two-Day Diagnostic
  • Business Process Improvement/Automation
  • Operational Efficiency/Process Improvement
  • New Business entity set up (LLC,s, Corporations. & Partnerships)

Bookkeeping

We help you maintain your general ledger and financial statements. This process involves very detailed entries from bank and credit card statements. We can perform monthly, quarterly, or yearly bookkeeping functions for you as well as bank reconciliations. This way you feel comfortable taking the relevant deductions on your taxes. This will help to make sure you are including all possible deductions allowable and hence save on taxes. If you need payroll processing and sales tax processing, we can help with this also. Our process is automated and seamless. All payroll and related taxes are filed automatically and electronically. We utilize a 3rd party company to handle this. In the end, you will have:

  1. Balance sheet
  2. Profit & Loss statements
  3. Cash flow statements for your review.
  4. Payroll tax returns and payroll reports
  5. Sales tax returns

Should you need to apply for any loans you will have financial statements and tax returns ready at your fingertips. This gives you tremendous advantages.

Transactional Activities

  • Transaction/Data Entry
  • Invoices (Customer & Vendor)
  • Bank transactions
  • Credit Card
  • Payroll transactions
  • More…

Reconciliation Reporting

  • Bank Accounts
  • Credit Cards
  • Customer Invoices
  • Collections
  • Vendor Invoices
  • Payments
  • Payroll
  • More…

Activities Management

  • Bill Pay
  • Invoicing
  • Payroll processing
  • Accounts Payable
  • Accounts Receivable
  • More…

Business Tax

We can guide you in each area and explain to you the various options. IRS is always coming out with new guidelines and laws; we will help you navigate this and take advantage of new options for you and your business to save money. We will explain to you all those quick questions you may have.

  • Partnership tax
  • S Corp & C Corp Tax
  • Estate and Trust tax
  • Various State Tax
  • Sole Proprietor
  • Year-End Tax Planning incorporating ever-charging tax laws
  • Form 990 Not-for-profit tax

Individual Tax

Individual tax with an emphasis on:

  • Real Estate Investors
  • Business Owners and Executives
  • Technology Founders
  • Professional Athletes
  • Actors, Producers, and Entertainers
  • Contractors
  • Doctors