Comprehensive financial solutions backed by 20+ years of combined CPA and leadership experience. We serve organizations at every stage, from innovative startups to established mid-market enterprises, delivering expertise that grows with your business.
Fractional CFO Services
Strategic Vision
Executive-level financial leadership on your terms
Growth Management
Cash flow optimization and fundraising guidance
Business Intelligence
Monthly reporting with actionable insights
Our fractional CFO services provide strategic financial leadership without the full-time cost. Starting at just 10 hours monthly, we offer expert guidance on planning, budgeting, forecasting, and cash flow management to help drive your business forward.
Audit Support
Preparation
Comprehensive documentation and financial reconciliations
Coordination
Seamless liaison with external auditors
Resolution
48-hour turnaround for urgent requests
Our audit support services ensure you're fully prepared for IRS, state, and external audits with meticulous documentation and expert guidance throughout the entire process.
Accounting and Bookkeeping
Daily Transactions
Accurate recording of all business activities using certified cloud-based systems
Monthly Processing
AP/AR management and reconciliations with detailed reports
Financial Statements
Comprehensive statement preparation with analysis and insights
Our fixed-fee accounting packages provide predictable budgeting while delivering expert monthly, quarterly, and annual closing services. As certified QuickBooks and Xero professionals, we ensure your books remain accurate and up-to-date.
Payroll Support
Onboarding
Seamless employee setup and paperwork processing
Processing
Accurate calculation and direct deposit management
Compliance
W-2/1099 preparation and all required filings
Integration
Seamless connection with Gusto, ADP, and Paychex
Our comprehensive payroll services handle everything from processing to tax compliance, ensuring your employees are paid accurately and on time while maintaining full compliance with all federal, state, and local regulations.
Tax Filings and Advisory
Comprehensive Filing
Expert preparation and submission of federal, state, and local tax returns, including sales tax, franchise tax, and quarterly estimates.
Strategic Planning
Proactive tax strategies designed to minimize liabilities and maximize deductions through year-round planning and consultation.
Compliance Protection
Complete assistance with IRS notices and audit defense, ensuring your business remains fully compliant with changing regulations.
Our tax experts keep your business compliant while identifying opportunities to reduce tax burden through strategic planning and careful preparation.
Our Service Approach
Personalized Onboarding
Customized process to understand your unique business needs and goals
Dedicated Management
Assigned account manager providing consistent support and communication
Regular Check-ins
Monthly reviews with on-demand support whenever you need assistance
Secure Collaboration
256-bit encrypted client portal for safe document sharing and storage
Industries We Serve
Technology
Startups and established tech companies with specialized reporting needs
E-Commerce
Online retailers managing complex inventory and multichannel sales
Manufacturing
Production businesses with inventory and supply chain requirements
Healthcare
Medical practices and healthcare organizations with compliance needs
Nonprofit
Charitable organizations requiring specialized accounting and reporting
Fintech
Specialized tech enabled financial services provider looking for stringent compliance
Construction
Specialized reporting needs with respect to project costing and contract compliance
Our experience spans diverse industries, including SEC reporting and VC-backed companies. We create custom packages suitable for businesses of all sizes.
Get Started: Request a Free Consultation
During our 30-minute strategy call, we'll discuss your business needs, current financial challenges, and how our services can help. This is a no-obligation conversation to determine if we're the right fit for your business.
After your consultation, you'll receive a custom proposal within one business day. Once approved, we can typically begin the onboarding process within a week, ensuring minimal disruption to your business operations.
We offer transparent, fixed-fee packages for most services with no hidden costs. During your consultation, we'll discuss options that fit your budget and provide a detailed proposal with all pricing clearly outlined.
Minutes
Free strategy consultation
Day
Average response time
Commitment
No-obligation proposal
Expert Financial Services for US Businesses