Fractional CFO

Grow your business with expert research and insights.

We provide:

  • A personalized financial plan
  • Regular reviews and reporting
  • Budgeting and forecasting help
  • Advice on mergers and acquisitions
  • Fundraising and relations support

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Small Business Tax Preparation

Smooth out tax time with help compiling forms, maintaining accuracy, and boosting deductions.

We provide:

  • Clarity around laws and regulations
  • Tax planning and compliance strategies
  • Assistance with tax audits
  • Electronic filing for a quick refund

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Bookkeeping

Maintain excellence and keep your books sharp.

We provide:

  • Accurate and up-to-date records
  • Monthly financial statements
  • Organized transaction history

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Payroll

Get precise management of payroll and onboarding done accurately and on time.

We provide:

  • Quick payroll processing
  • Payroll tax filing and compliance
  • Direct deposit and employee benefits

Individual Tax Preparation

Sit down to discuss your situation, clear up questions, and get help preparing and filing your tax return.

We provide:

  • Maximized savings
  • Tax planning strategies
  • Assistance with tax audits
  • Electronic filing for a quick refund