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SERVICES

ACCOUNTING

SERVICE BENEFIT:

ENABLING

GROWTH

Our team provides cloud-based accounting and bookkeeping services for small businesses and high net worth individuals. Our Accounting & bookkeeping services combine expertise with superior technology to allow for precise and efficient work on our clients’ financial statements. By leveraging our deep understanding of our clients’ businesses and industries, we help them grow and continuously improve. We begin with a comprehensive interview process during the initial planning stages and proactively seek and deliver ideas that bring value throughout the process.

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These services are flexible and customized to fit each client’s unique situations and specific needs.

 

Our services include:

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  • Monthly accounting, payment activity summary, and bank account reconciliation

  • Bill management

  • Deposits and bill paying

  • Cash forecasting and budgeting

  • Household employee payroll management

  • Organization of financial data to assist and integrate with tax minimization planning and compliance

  • Professional contract-based services in Internal Audit, Sarbanes-Oxley (SOX) or Accounting roles.

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TAX PREPARATION
AND COMPLIANCE

SERVICE BENEFIT:

SAVING

YOUR MONEY

When you need expert tax prep and guidance our CPA team clarifies your options and guides you toward the best decisions for you and your family.

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There’s so much more to tax preparation than juggling numbers—to move your business forward you need to put those numbers to work for you. We’ll collaborate with you to develop a creative strategy that solves today’s tax challenges and strategizes for future growth.

 

Our tax services include:

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  • Tax return preparation for individuals and all entity types

  • Individual income tax planning/minimization and compliance

  • Estate, gift, and trust tax planning and compliance

  • Charitable planning, including private foundations

  • Retirement planning

  • Investment consulting

  • Entity tax planning, consulting, and compliance, including tax efficient entity structuring

  • IRS and state examination assistance

  • Multi-state tax matters

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BUSINESS
MANAGEMENT
AND ADVISORY

SERVICE BENEFIT:

ALLEVIATING

STRESS

As the Business Manager, our team acts as your Company's Controller or CFO.

 

We serve as trusted advisors in the management of our clients’ businesses. From a company’s inception through its growth and maturity, we work closely with our clients to actively listen and evaluate their needs, recommend alternatives, and offer individualized, innovative, and well-researched solutions.

 

Our business and management advisory services include but are not limited to:

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  • Business entity selection

  • Business start-up and growth consulting

  • Organizational structuring or restructuring

  • Assistance with obtaining business financing

  • Review of accounting systems and cost controls

  • Cash flow planning and analysis

  • Financial projections and forecasts

  • Compensation planning and structuring

  • Stock option planning and implementation

  • Interim CFO/Controller services

  • Evaluation of job candidates

  • Buy versus lease analysis

  • Business purchase or sale transactions

  • Business succession planning

  • Buy/sell agreements

  • Mergers and acquisitions evaluation

  • Transactional due diligence

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