Financial Services for
Your Business

Account & Financial Management
Management of checking, savings, credit card accounts, loan tracking and more.

Business & Individual Tax Preparation
Expert filing for Schedule C, 1120-S, property tax, and 1099-NEC compliance, handled with the precision of CFO-level services.

Bookkeeping & Reconciliation
Accurate categorization, transaction tracking, and account reconciliation.

Tax Planning & Advisory
Quarterly tax estimates, strategic tax planning, and deductions optimization.

Financial Reporting & Analysis
In-depth reports, budgeting, and forecasting to fuel business growth with CFO-level insights.

IRS Monitoring & Representation
Proactive IRS tracking, tax resolution support, and consultation calls.

Payroll & Sales Tax Compliance
Payroll processing, sales tax consulting, and filing support.

Accounting Software & Integration
Setup and support for QBO, Patriot Software, and app integrations.

*Intuit, QuickBooks, and QuickBooks ProAdvisor are registered trademarks of Intuit Inc. Used with permission under the QuickBooks ProAdvisor Agreement.
Service Packages
We have put together multiple levels of service to accommodate different business sizes, types and goals. Choose your service level to take advantage of our premier CFO services for small business. From strategic bookkeeping to full financial analysis, We can handle all of your financial needs to help your business financially prosper.
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