Tax Accounting, Fractional CFO, and Bookkeeping Services
Fractional CFO Services
Tailored Fractional CFO services designed to meet the unique financial needs of your business. From strategic financial planning and reporting to cash flow management, budgeting, and tax optimization, I provide actionable insights and solutions to help your business grow. Whether you're looking for ongoing support or project-based assistance, I work alongside your team to ensure financial efficiency and long-term success.
Strategic Tax Planning
As an Enrolled Agent, I bring a wealth of knowledge and expertise to help you navigate the complex world of taxation. Whether you're an individual or a business owner, my goal is to optimize your financial situation through careful planning and proactive strategies.
Monthly Compliance Bookkeeping
We can manage all of your accounting and bookkeeping needs from monthly reconciliation of your bank and credit card accounts, accounts payable and account receivable, to job costing and invoicing. We generate all appropriate and requested reports to deliver and discuss during our regular scheduled meeting.
IRS Audit Representation
Facing an IRS audit can be a daunting experience, but with the expertise of our Enrolled Agent, you can navigate the process with confidence. From gathering necessary documentation to advocating on your behalf, our goal is to alleviate the stress of an audit and ensure a fair resolution. Trust our Enrolled Agent to skillfully navigate the complexities of tax law and protect your interests during an IRS audit
Annual Tax Preparation
When offering tax preparation services, an Enrolled Agent typically assesses a client's financial situation, gathers relevant tax documents, and applies their expertise to maximize deductions and credits while ensuring compliance with tax laws. EAs can also provide valuable advice on tax-saving strategies and help clients navigate complex tax issues.
Clean-Up and Catch-Up Services
If your books haven't been kept up to par, we can help you get them cleaned up and ready to for tax season. Catch-up services are offered when going back to a certain point in time to start with a clean slate. As an example, you started your business in January but haven't done any bookkeeping and want to get started in October. We will go back and start from the first date of opening.