Accounting, finance operations, FP&A.

Flexible solutions for small businesses and startups.

 

Problems We Solve

  • Business owners need to keep accurate financial records, including receipts, invoices, and bank statements, to manage their finances effectively. This can be challenging, especially for those without a background in accounting or finance.

  • Cash flow is essential for any business, and small business owners need to ensure that they have enough cash to pay bills and meet financial obligations. Managing cash flow can be challenging, especially during slow periods, and it's critical to have a budget and financial plan in place to avoid cash flow problems

  • Business owners need to comply with various federal, state, and local tax regulations, which can be complex and time-consuming. Failing to comply with tax regulations can result in costly penalties and legal consequences, so it's important to stay on top of tax deadlines and ensure accurate record-keeping.

  • Technology is changing the accounting industry rapidly, and small business owners need to keep up with new tools and software that can help them manage their finances more efficiently. However, implementing and learning new technologies can be challenging, especially for those without a strong technical background.

  • Business owners often need to raise capital to fund their operations, whether through loans, grants, or investors. Preparing financial statements and other accounting documents can be crucial in securing funding, and small business owners need to be able to present accurate and up-to-date financial information to potential investors or lenders.

Services

Bookkeeping

Recording financial transactions, maintaining accurate financial records, and reconciling bank statements.

Financial statement preparation

Compiling and preparing financial statements, including balance sheets, income statements, and cash flow statements.

Financial Planning and Analysis

Setting financial goals, developing budgets, forecasting future financial performance, and analyzing financial statements

Audit and assurance services

Performing audits, reviews, and compilations of financial statements to ensure accuracy and compliance with accounting standards.

Tax planning

Helping clients minimize their tax liability by identifying tax-saving strategies and taking advantage of tax credits and deductions.

Virtual accounting

Offering cloud-based accounting services that allow clients to access their financial records and reports anytime, anywhere.

Payroll management

Assisting in processing employee payrolls, calculating taxes, and preparing W-2 statements and 1099s.

Tax preparation

Preparing tax returns for individuals and businesses, including income tax, sales tax, and payroll tax and passing it on to CPA for filing.

CFO services

Providing high-level financial management and strategic planning for businesses that need a chief financial officer but may not have the resources to hire one full-time.

Client Appreciation

The best way to grow your business

Successful businesses keep their financial records up-to-date. Live bookkeeping and a structured FP&A can help you make better decisions by providing the insights you need to understand how different decisions affect your bottom line. By doing so, you can avoid costly mistakes and make more profitable and cost-saving decisions.

 

We partner with the best