Services

Fractional CFO

  1. Prepare financial forecasting

  2. Cash flow management

  3. Review monthly financial statements

  4. Prepare and review key performance indicators

  5. Assist with improving key performance indicators and operational results

Business Services

  1. Records, organizing, and managing your accounting records

  2. Prepare monthly, quarterly, and annual financial reports

  3. Payroll services

  4. Accounts receivable and payables management

Tax Services

  1. Individual tax preparations and advisory

  2. Business tax return and compliance.

  3. Estimated tax payments

  4. Tax planning

  5. 1099 tracking and filing