Investment in Your Business

Our Fractional CFO services are designed to provide your business with expert financial oversight and strategic guidance without the commitment of a full-time hire. 

These services include in-depth financial planning and analysis, cash flow management, and budget creation to ensure your business stays on a sustainable growth path. We assist with forecasting, scenario planning, and identifying key performance metrics that align with your goals. 

Compliance bookkeeping includes the essential record-keeping and reporting practices that ensure your business meets regulatory standards and financial reporting requirements. 

This service covers accurate recording of all financial transactions, timely reconciliation of bank accounts, and preparation of financial statements in accordance with Generally Accepted Accounting Principles (GAAP) or other applicable standards. 

Tax advisory and planning services include strategic guidance to optimize tax liabilities, ensure compliance, and leverage deductions and credits. These services involve proactive tax planning, structuring recommendations, cash flow analysis, and advice on tax-efficient strategies for individuals and businesses. 

We also provide ongoing support for tax-saving opportunities, audit preparation, and alignment with current tax laws to mitigate risks and maximize savings. 

Tax representation services include support during audits, managing IRS and state tax notices, negotiating payment plans, and providing guidance on tax debts. We handle IRS and state communication on your behalf, ensuring your rights are protected and aiming for favorable outcomes. 

From audit defense to penalty abatement, our goal is to resolve tax issues efficiently while minimizing your tax liability. 

Our personal tax preparation services include comprehensive support for federal and state income tax filings, maximizing deductions and credits, and strategic planning to minimize future tax liabilities. We handle W-2, 1099, self-employment, rental income, and investment reporting. 

We provide guidance on estimated tax payments, support for any IRS correspondence, and tailored advice on tax-saving opportunities to optimize your financial well-being. 

Business tax preparation services include preparing and filing federal, state, and local tax returns, ensuring compliance with all applicable tax laws. Services cover income, payroll, and sales tax calculations, and deductions, credits, and depreciation analysis to optimize tax outcomes. 

Additional support includes record reconciliation, organizing financial documents, and year-round tax planning, addressing queries, and guiding on strategies to minimize future tax liability. 

 Bookkeeping clean-up and catch-up services include reconciling accounts, correcting transaction errors, categorizing expenses, and updating financial records to ensure accuracy. We review past months or years of transactions, address discrepancies, and bring books up to date. 

This service also includes generating accurate financial reports and ensuring compliance with tax regulations, allowing you to make informed decisions and avoid future errors. 

 Setting up QuickBooks Online (QBO) includes creating your company profile, configuring your chart of accounts, linking bank and credit card accounts, setting up invoicing and payment methods, and customizing settings for taxes, payroll, and reporting. 

Additionally, we ensure your products or services are properly categorized and create financial reports for efficient tracking of your business performance. This setup is designed to ensure smooth ongoing bookkeeping and tax compliance. 

Setting up Gusto payroll includes configuring employee profiles, tax settings, and pay schedules. We will ensure proper federal, state, and local tax withholding configurations, set up benefits, deductions, and retirement plans, and integrate payroll with accounting systems. 

Additionally, we will provide guidance on compliance, filing requirements, and payroll reporting to ensure accurate and timely processing.