Services

With our comprehensive services, you can offload the overwhelm of keeping up with all your company’s finances.

Bookkeeping

Keep your records up-to-date for financial planning and compliance.

Accounting

Get accurate financial records on a monthly, quarterly, or annual basis.

Tax Strategy & Planning

We’ll prepare you to meet all tax deadlines and requirements.

Tax Preparation

Maximize your tax benefits by taking advantage of incentives.

Startup CFO

Receive expert financial guidance as you grow your business.

Financial Audit

We offer financial audit services tailored to meet the specific needs of your business.

Cash Flow and Budget Analysis

A profitable business can still encounter cash flow issues. We assess your financial condition, estimate financing needs, and track cash flow sources and uses.

Personal Financial Statements

Regularly compiling data for year-end tax returns helps our clients save on bundled bookkeeping services. We also ensure accurate interim tax payments, allowing them to pay only the minimum required by law.

Business Entity Selection

Selecting the right business structure—like an "S" corporation, sole proprietorship, or LLC—can greatly impact your taxes. I can help you assess the pros and cons of each option to find the best fit for your company.