Accounting solutions
you can count on.
From daily management accounting and QuickBooks support to CFO guidance and forward-looking strategy, we handle the numbers so you can focus on what's next.
Business Services
We Help You Take Control of Your Finances
You started your business because you had a great product or service to offer—not because you wanted to crunch numbers. We provide all the benefits of an experienced financial executive without the overhead.
What We Do For You
- Generate custom reports, evaluate cash flow, and analyze financial data
- Quarterly, monthly, and annual financial statements, profit & loss, and balance sheets
- Accounting systems setup, General Ledger, and Chart of Accounts design
- Use tax and sales tax processing and state compliance
- Internal controls implementation for fraud prevention
- Strategic tax planning, financial forecasting, and business tax return preparation
Managerial Accounting
Enhance your operational decision-making by translating raw bookkeeping entries into actionable internal management metrics, cost controls, and departmental forecasts.
Operational & Cost Accounting Highlights
- Cost-volume-profit analysis and break-even point modeling
- Departmental budgeting, operational cost tracking, and variance reporting
- Product and service profitability evaluations
- Operational KPI dashboard creation and management oversight support
CFO Services: A Cost-Effective Solution
Businesses of all sizes benefit from hiring a CFO or Controller. Our part-time, outsourced CFO services provide a dedicated financial professional to guide tough business decisions based on hard data—no more guessing if you qualify for equipment loans or why cash is tight.
Outsourced CFO Deliverables
- Monthly, quarterly, or annual financial statement oversight and analysis
- Comprehensive financial forecasting and multi-scenario modeling
- Cash flow optimization and sustainable profitability strategies
- Accounts payable and accounts receivable workflow management
- Internal governance, risk evaluation, and financial controls structure
Cash Flow Management
Many businesses fail because of poor cash flow management—don't be one of them. While temporary negative cycles happen, sustained cash shortages risk the business. We provide the tools to ensure adequate working capital.
Cash Flow Strategies
- Short-term and long-term cash flow projection modeling
- Historical cash analysis to pinpoint cash leaks and capital bottlenecks
- Accounts receivable acceleration protocols and updated collection policies
- Disbursement and vendor terms negotiation strategies
- Guidance on securing business lines of credit and managing surplus cash
Business Planning Is the Foundation of Future Success
If you are spending more time dealing with compliance, systems, and administrative overhead than on revenue-generating opportunities, we can help. We combine strategic industry experience with hands-on systems expertise—including complete QuickBooks setup and support—to build your company's growth framework.
Strategic Advisory Scope
- Strategic growth roadmap design and operational performance metrics
- Review and evaluation of internal controls and SAS 112 compliance
- Business valuations, due diligence, and debt/financing guidance
- Business expansion and acquisition feasibility studies
- Accounting software and financial tech stack implementation
QuickBooks Setup, Training & Ongoing Reviews
- System needs evaluation, custom Chart of Accounts design, and beginning balance loading
- Full item list configuration (services, inventory parts, charges, sales tax)
- Accounts receivable, accounts payable, and trial balance reconciliation to historical records
- Periodic reviews to ensure clean data for tax prep and executive reporting
- 1-on-1 operational training for you and your staff
Specialized Non-Profit Accounting Services
Non-profits face compliance demands for-profit companies never encounter—such as Form 990 filings, OMB Circular A-133 requirements, and Unrelated Business Taxable Income (UBTI). We protect your tax-exempt status while satisfying board oversight.
Non-Profit Deliverables
- Annual audits, internal control evaluations, and compiled financial statements
- Form 990 and 990-T preparation and electronic filing support
- Preparation of functional expense allocations (program vs. administrative)
- Assistance with 501(c)(3) tax-exempt status applications (Form 1023)
- Compliance with state laws and regulations governing charitable solicitations
Internal Controls & Fraud Prevention
A strong system of internal controls safeguards your assets, prevents fraud, and ensures financial statements remain completely accurate and audit-ready.
Safeguards & Auditing Controls
- Segregation of duties analysis to prevent theft and unauthorized transactions
- Comprehensive risk assessment and operating procedure (SOP) documentation
- Cash disbursement, billing approval workflows, and bank reconciliation audits
- SAS 112 / AU-C 265 standard compliance and internal reporting controls
- Fraud prevention frameworks tailored for small business and non-profit teams
Advanced tools to protect your bottom line
Move directly from daily bookkeeping into audit-proof tax defense with integrated year-end deduction analysis.
Tax Services
Accurate, Stress-Free Individual Tax Filing
Tax laws change every year, making self-filing confusing and prone to costly missed deductions. We provide personalized individual tax preparation to ensure you stay fully compliant while maximizing your eligible refund.
What We Provide
- Comprehensive federal, state, and local individual return preparation (Form 1040)
- Detailed itemized deductions vs. standard deduction optimization
- Reporting for investment income, capital gains, stock options, and rental properties
- Secure, encrypted document upload portal and fast electronic filing (e-file)
- Direct year-round support to resolve tax notices and IRS inquiries
Tax Discovery Virtual Meeting
Unsure which tax bracket strategy applies to you or how recent business changes will affect your tax bill? Schedule a dedicated, 1-on-1 virtual consultation with a credentialed tax advisor to evaluate your position before filing season.
Meeting Objectives
- Detailed review of prior-year tax returns to uncover missed opportunities or red flags
- Evaluation of recent life transitions: new business, entity changes, real estate, or retirement
- Proactive identification of federal and state tax credits and legal deductions
- A clear, customized roadmap for upcoming filing deadlines and quarterly estimates
Comprehensive Business Tax Preparation
Business tax compliance involves navigating multi-tiered regulations, payroll liabilities, and industry-specific deductions. We prepare and file your entity returns with precision, ensuring zero penalties and maximum allowable write-offs.
Entity Filings & Compliance
- Corporate returns (Form 1120 and 1120S for S-Corporations)
- Partnership and multi-member LLC filings (Form 1065 & Schedule K-1s)
- Sole proprietorship and single-member LLC reporting (Schedule C)
- Multi-state sales tax, franchise tax, and local business filings
- Coordination with your year-end financial statements and QuickBooks ledgers
Proactive Tax Planning: Don't Just File, Plan Ahead
Tax preparation records what already happened; tax planning actively shapes what you will owe tomorrow. We develop year-round tax strategies that legally minimize your tax burden and preserve your wealth.
Strategic Planning Services
- Year-round tax projection modeling and quarterly estimated tax optimization
- Entity structure review (optimizing S-Corp salary vs. distributions to lower self-employment tax)
- Depreciation acceleration strategies (Section 179 and Bonus Depreciation)
- Retirement plan tax optimization (SEP-IRAs, Solo 401(k)s, and defined benefit plans)
- Tax-advantaged succession and exit structuring
Estate & Trust Tax Compliance
Administering an estate or trust comes with strict fiduciary responsibilities and complex tax filings. We provide compassionate, meticulous accounting and tax preparation for executors, trustees, and beneficiaries.
Fiduciary Solutions
- Fiduciary income tax return preparation (Form 1041) for estates and trusts
- Estate tax return preparation and gift tax filings (Form 706 and Form 709)
- Schedule K-1 preparation and distribution reporting for beneficiaries
- Asset step-up in basis calculations and final individual income tax returns (Form 1040)
- Close coordination with your estate planning attorneys and wealth managers
Non-Filed Tax Returns & Back Taxes Resolution
Failing to file tax returns can lead to accumulating penalties, interest, wage garnishments, or IRS substitute returns. Regardless of how many years you've fallen behind, we help you regain compliance and peace of mind.
Back Tax Assistance
- IRS wage and income transcript retrieval to reconstruct missing financial records
- Preparation and delinquent submission of multiple past-due tax years
- Evaluation of IRS Penalty Abatement eligibility for reasonable cause relief
- Negotiation of IRS payment alternatives (Installment Agreements or Offer in Compromise)
- Halting IRS collection actions, bank levies, and tax lien notices
