What We Offer
We specialize in providing customized tax and accounting solutions designed to meet your specific needs. Our services include comprehensive tax preparation and strategic tax planning, accurate and efficient bookkeeping, expert consulting to help guide your business decisions, and fractional CFO services to give you executive-level financial management on a part-time basis.
Tax Preparation and Planning:
Expert tax planning relies on a comprehensive understanding of tax law. As an experienced professional, I go beyond basic tax planning to offer proactive strategies that optimize financial performance and minimize tax liabilities. This type of planning includes selecting the right type of entity for tax savings and liability protection, utilizing tax credits and incentives, guidance on tax-efficient retirement plans, and identifying deductions and strategies to lower your overall tax liability. We provide services for both individuals and businesses.
With a personalized, proactive approach, we help you navigate business taxes, maximize savings, and support your long-term success.
Bookkeeping:
Accounting revolves around using financial data to guide decision-making, and that data comes from effective bookkeeping. Bookkeeping involves tracking your business’s assets, liabilities, income, and expenses, helping you make well-informed decisions.
Accurate and timely bookkeeping is critical to good financial decisions. Since this is an ongoing task that should be done at least monthly, it’s wise to enlist the help of an expert bookkeeping professional to save time and avoid the stress it can bring to your small business.
Consulting:
As a small CPA firm, we offer a variety of consulting services designed to support small business clients in making informed financial decisions and driving growth. Our services include assistance with buying or selling a business, where we focus on structuring tax-efficient deals and providing guidance on determining a reasonable value. We leverage our expertise to ensure that clients make informed decisions that align with their financial goals.
We also provide cash flow planning to help businesses develop forecasts that optimize their income and expenses. Additionally, we conduct profit and margin analysis, assessing cost structures and pricing strategies to enhance profitability. Budgeting and financial planning are crucial components of our services as well, as we work with clients to establish clear financial targets and monitor their performance.
We also offer accounting system consulting to help clients gain better financial insight. Our advisory services focus on selecting and implementing the right accounting software tailored to your needs. By thoroughly evaluating current systems and workflows, we ensure that businesses establish efficient processes for tracking financial data, managing reports, and streamlining operations. Ultimately, our goal is to empower businesses with the personalized financial advice and tools necessary for sustainable growth and success.
Fractional CFO:
Smaller or new businesses often miss out on essential financial expertise due to the high cost of a full-time CFO. A Virtual CFO, or fractional CFO, offers high-level outsourced CFO services remotely at a fraction of the cost. Our Virtual CFO service provides data-driven financial advice, business strategy, strategic relationships, and assistance with debt and equity funding, all designed to help your business grow.
If you’re unable to assess your financial performance, benchmark it against industry standards, or make revenue-generating decisions, you need CFO services. Whether you lack a budget, need help analyzing budget vs. actual performance, or require financial forecasts for shareholders or lenders, our CFO services can support you. We also assist with strategic decisions, such as new investments to drive growth. Our CFO services help you evaluate the financial health of your business and make informed decisions to achieve your primary goals.