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Services

A passion for creating value

Our comprehensive suite of accounting services provides a singular financial plan to help drive you business needs.

Fractional CFO Services

Strategic financial planning, forecasting, investor relations, KPI tracking.

Bookkeeping

Transaction recording, reconciliation, financial reporting.

Controller Services

Oversight of accounting operations, compliance, internal controls.

Payroll Management

Payroll processing, tax filings, employee onboarding.

Tax Preparation & Planning

Individual and business tax returns, compliance, audit support.

Startup Consulting

Entity selection, EIN setup, accounting system implementation.

Cloud Accounting Setup

QuickBooks Online, Bill.com, Expensify, Gusto integration and training.

Financial Statement Analysis

Custom reporting, performance evaluation, budgeting support.

Budgeting & Forecasting

Cost analysis, future planning, creating projections, and market research.

A commitment to knowledge and growth