Finance - Innovation - Compliance
Our decade plus of experience is an asset you can count on.
Our deep experience in the accounting industry is a key asset. 90% of accounting is the same across industries. Having an advisor who understands the 10% is the difference.
We have served thousands of companies with full service accounting, tax, and compliance services. From daily transactional bookkeeping, Tax compliance, state audits and payroll. We are you one stop business advisors.
Finding solutions is the goal. Smart ideas are put to good use no matter where we find them.
Fractional CFO/Controller?
You don't know what
you don't know...
One of the challenges Owners face as they grow is the growing financial complexity of their company. Decisions that were once made over a dinner table now need to happen in boardrooms.
You know your business and how it works. But do you know how to acquire the financing necessary to get to the next level. How do I know if this is a good interest rate? These are the questions that we can help you with.
Your fractional finance professional is with you every step of the way to make sure you are ready upon arrival.
Accounting is the language of business.
Monthly and Quarterly accounting & bookkeeping
There is no way around accounting for the work you do on a daily basis. Someone has to keep track of suppliers, vendor payments and expense accounts. We can do this work for you. Our team of accountants and bookkeepers are happy to get your books in order and keep them that way. Your monthly meeting with your bookkeeper ensures that we don't have any surprises at the end of the year.
Monthly bookkeeping is the easiest way to keep a finger on the pulse of your company. Each month we create financial statements to help you make decisions and pull out the information that is relevant for your company.
Here for your tax and
compliance needs
Tax Planning & Preparation
Not your once a year CPA. We want to plan for your strategy. In any given year the change may not be significant, but over time paying more tax than you need too will add up. We can help with planning and preparation of the following return types.
- 1120 US corporation
- 1120-S S- Corporation
- 1065- Partnership
- 990- Not for Profit
- 1040 - Individual Tax Preparation
Blockchain & AI
Executive Education
Do you have questions about Blockchain and Artificial intelligence that you are tired of trying to answer with YouTube and ChatGPT?
We can help with our tailored executive education seminars. We can speak to your staff or the board to help lay a common understanding and groundwork for further discussion. Often we begin with a conversation outlining technology options and innovations in the marketplace. The board will discuss these options.
We return for an analysis of the shortlist or another round of due diligence and questions, more focused this time.
Our last visit is often decision time. We can assist with implementation or can visit to check progress as your team makes it happen.