Accounting

  • Bookkeeping & General Ledger Management
  • Monthly, Quarterly & Annual Close
  • Financial Statement Preparation
  • Cash Flow Management & Forecasting
  • Budgeting & Financial Planning
  • Chart of Accounts Design & Cleanup
  • Enterprise Reporting & Due Diligence

Tax

  • Business Tax Compliance & Filings
  • Individual Tax Preparation
  • Sales & Use Tax Compliance
  • Estimated Tax Planning
  • Multi-State Tax Support
  • IRS & State Tax Notice Resolution
  • K-1 and Partnership Tax Reporting
  • Strategic Planning

Strategy

  • Fractional CFO Advisory
  • Capital Management
  • Financial Modeling & KPIs
  • Implementations & Integrations
  • Quantitative Analysis
  • M&A and transaction advisory
  • Strategic Planning Support
  • Audit and Treasury