Our Accounting, Tax and Advisory Services
We offer a comprehensive range of accounting, tax and consulting services designed to support individuals and businesses at every stage of their financial journey. These include fractional controller outsourcing, advisory services, accounting and bookkeeping, and tax preparation services.
Small Business Accounting Services
- Chart of account setup
- Quickbooks setup
- Payroll processing
- General Ledger maintenance
- Month-end close process
- GAAP financial statement preparation
- Bank and credit card reconciliations, AP & AR Agings, etc.
Managerial Accounting Services
- Budgeting & Forecasting
- Performance analytics
- Internal reporting
- Cash-flow analysis
- Financial modeling
- Cost analysis
- Product profitability analysis
- Decision-making support
Fractional Controller Services
- GAAP compliance guidance
- Oversight of existing Accounting team
- Month-end review support
- Review of financial statements
- Internal controls
Accounting Advisory Services
- GAAP compliance (Revenue Recognition, Lease accounting, Asset valuations, SaaS)
- Internal controls
- Business process improvement
- Strategic planning
- Long-term planning
- Business structure setup
- ERP setup
- Quickbooks Pro-Advisor
Tax Services
- Payroll taxes
- Sales and use tax
- Estimated tax payments
- Federal and State taxes