Accounting and bookkeeping can be a time sink for even the most financially savvy leader. We give you the freedom to do what you love most, growing your business. We’ll take care of your accounting and financial ops, no matter what shape they’re in right now.
Bookkeeping, historical cleanup, & transaction recording
Quickbooks, automation, and integrations
Sales and Use Tax Filings
Detailed and month-end statements and industry-based reports
Numbers not your thing? Don't worry, we have you covered. It’s our thing and we’ll come alongside you as your Fractional CFO to help with budgeting, forecasting, and to sort through the best financial decisions for your business.
Cash flow management and projection
Inventory Management
Forecasts and budgets for the year along with year-end reviews
Quarterly meetings to review business performance and quarterly filings.
Recommendations and analysis to increase business profitability
KPI Tracking and reporting
Many business owners are paying more tax than they should. Understandably. It’s easy to overpay. But with our tax planning service, you can reduce your tax burden both as a business and personally. We’ll help you make the proactive best choices to avoid overpaying when it comes to taxes.
Avoid overpaying in taxes
Model your future tax bill
Guidance to implement hundreds of tax-saving strategies
Tax submission and filing handled with every planning engagement