Accounting & Financial Services

Small Business Accounting & Bookkeeping

  • QuickBooks Accounting setup

  • Bookkeeping and Journal Entries (weekly, monthly, quarterly)

  • Preparing Income Statement and Balance Sheet

  • Reconciling Bank Statements

  • Tracking Payments and Receivables

  • Virtual Controllership/Accounting Team

  • Preparing Preparations

Strategic Tax Planning & Filing

  • Tax Planning and Return Preparation for Individuals, Corporations, Partnerships and Estates & Trusts

  • IRS Representation in the event of an IRS notice or audit

  • Payroll, Sales and Use-Tax Reporting

Financial Consulting & Advisory

  • Virtual CFO Services

  • New Business Formation and Planning

  • Income and Cash Flow Strategies

  • Business Valuation

  • Internal Control Advising

  • Budgeting, Forecasting and Analysis

  • Assistance with Bank Financing

  • Succession and Retirement Planning

  • Litigation Support

Startup & Entrepreneur Advisory

  • Entity Selection and Structuring (Sole Proprietorship, LLC, S-Corp, C-Corp, etc)

  • Business Registration Support

    • EIN

    • State and Local Tax Registrations

    • Sales Tax Permits

    • Payroll Tax Setup

  • Accounting System Setup

  • Additional services based on industry and structure

Tailored Financial Solutions

We offer custom and comprehensive financial services and business packages to suit your business’s specific needs.

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