We’re accountants and we enjoy crunching numbers, but chances are good that as a small business owner, you don’t. In fact, you probably started your business because you had a great product or service to offer and not because you were excited about cash flow analysis, profit and loss statements, budget forecasting, and strategic tax planning.
That’s why we are here.
When you use our team of experienced tax and accounting professionals, you get all of the benefits of hiring an experienced financial executive without the added expense.
Whether we meet with you monthly, quarterly, or once a year, we help you take financial control of your business, enabling you to focus on your core business tasks and make informed decisions about your financial future.
Services available for you:
Generate reports and analyze financial data
Evaluate cash flow and improve profitability
Prepare budgets
Strategic tax planning and financial forecasting
Accounting systems set-up, Chart of Accounts and General Ledger
Internal controls for fraud prevention
Monthly, quarterly and annual financial statements
Use and sales tax processing
Profit statements and balance sheets
Custom financial reports
Business tax returns
Outsourced CFO services
As your trusted financial advisor, our job is to help you succeed. If you’re ready to take your business to the next level, improve cash flow, increase the profitability of your company, and focus on growing your business, we are here for you.
Every plan customizes the following for your specific needs:
Dedicated controller and team
Monthly reconciliations
Revenue recognition
AR/AP processing and reporting
Employee reimbursements
Inventory reconciliation
Payroll support
P&L and balance sheet reporting
Cash flow statement and forecast
Support of Quickbooks Online or NetSuite
Handling of multiple entities and consolidation