SERVICES

From timely and accurate bookkeeping to industry-leading financial consulting, we curate the best services for you.
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All package prices vary based on business size and complexity so please contact us for a custom quote.

Bookkeeping & End-to-End Accounting

From the very beginning, we work with you to create a customized workflow to cover all your financial bases each month. Every package is custom tailored to your needs so you are never overpriced or under-served.

 

  • Weekly/Monthly/Quarterly/Yearly Bookkeeping

  • Financial Reporting Package Preparation

  • Chart of Accounts Customization  

  • Financial Statement Compilations

  • Accounts Payable Outsourcing & Setup

  • Accounts Receivable Outsourcing  & Setup

  • Payroll Outsourcing & Setup

 

Tax Services

Ready to take it all off your plate? Our CFO package has you covered from bookkeeping, to tax filing and compliance, and budgeting & forecasting. We will oversee your business financials and tax compliance and take care of all state, local, and federal tax filing.

 

  • Strategic Tax Optimization Planning 

  • Financial Modeling & Forecasting 

  • Customized Dashboards for Key Performance Indicators (KPIs)

  • Business Strategy Advisory

  • Cash Flow Analysis & Restructuring

  • Expense Management Consulting

  • Accounting Software Implementation & Migration

  • Weekly/Monthly/Quarterly/Yearly Tax Planning 

  • Tax Projections & Estimates

 

Consulting & CFO Services

Ready to take it all off your plate? Our CFO package has you covered from bookkeeping, to tax filing and compliance, and budgeting & forecasting. We will oversee your business financials and tax compliance and take care of all state, local, and federal tax filing.

 

  • Strategic Tax Optimization Planning 

  • Financial Modeling & Forecasting 

  • Customized Dashboards for Key Performance Indicators (KPIs)

  • Business Strategy Advisory

  • Cash Flow Analysis & Restructuring

  • Expense Management Consulting

  • Accounting Software Implementation & Migration

  • Weekly/Monthly/Quarterly/Yearly Tax Planning 

  • Tax Projections & Estimates