SERVICES

Designed to Meet Every Client’s Needs

FRACTIONAL CONTROLLERSHIP

Our fractional controllership service provides you with CPA-level expertise at a fraction of the cost of a full-time hire. This comprehensive service includes financial management, including bookkeeping, AR/AP support, and more. Designed to grow with your business, our service adapts to your evolving needs. Tailored for small to mid-sized businesses.

CLOUD BOOKKEEPING SERVICES

Choose from flexible packages, including full-service or bookkeeping-only options. All packages include ongoing monthly meetings, accurate financial records, and the benefits of real-time updates and secure cloud storage. The full-service package additionally covers year-end tax filings and compliance. Contact us to choose the plan that best supports your business’s growth and operations.

CATCH-UP BOOKKEEPING
PROJECTS

Falling behind on your bookkeeping? We specialize in bringing your financial records up to date quickly and accurately. Our catch-up bookkeeping services ensure your books are current, compliant, and ready for whatever comes next, giving you peace of mind and a clear financial picture.

PROCESS IMPROVEMENT & DESIGN CONSULTING

Our process improvement and design consulting services focus on identifying inefficiencies and redesigning workflows to enhance productivity. collaborating closely with your team, we develop customized solutions that simplify operations, reduce costs, and enhance overall performance.

NEW BUSINESS ADVISORY

Starting a new business can be overwhelming, but you don’t have to do it alone. Our advisory services guide you through every step, from business structuring to financial planning, offering insights and strategies to build a solid foundation for long-term success.

SOLE PROPRIETORSHIP TAX PREPARATION

Navigating taxes as a sole proprietor can be challenging, but we make it simple. Our tax preparation services ensure you maximize deductions, stay compliant, and file accurately. Let us handle the complexities so you can focus on growing your business.