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OUR SERVICES

CFO Services

  • Track your profit and cash flow each month

  • Analyze what's working - and what's not working each month

  • Meet with you each month and give you two things:

A Scoreboard - a very clear way to understand the performance of your entire business

An Action Plan - give you a short list of the most important next steps that need to happen that month so you will stay on track to have a growing, more profitable, and successful business. 

Bookkeeping

A dedicated bookkeeper will ensure that your account transactions are categorized and reconciled and your business financials are always accurate and current.  This includes your financial statements (Income Statement, Balance Sheet, and Statement of Cash Flow).

Tax Preparation

Business or Personal, we can prepare both Federal and State filings for Forms 1040 (Personal), 1120s (S-Corporation), and 1065 (Partnership).  This includes current or past tax filings. 

Tax Planning

To keep your tax burden low, you need a service on the job 12 months out of the year, not just before the tax deadline. We build strong relationships with our clients by working year-round to help them prepare for the tax season. We constantly watch for changes to tax regulations and develop strategies to limit tax liabilities for both individuals and small businesses. 

Business Formation

Need to register for an EIN with the IRS? If you need to set-up an LLC (Limited Liability Company), LLP (Limited Liability Partnership), or S-Corporation, we can help! 

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