Whether you are a startup, an established or a growing business, you need accurate and timely financial information. We are fully equipped to prepare accurate and timely books for your business, as well as provide payroll and sales tax reporting to ensure your tax obligations are paid and reported timely.
Bookkeeping and Accounting Services
Financial Statements (Prepared, Compiled)
Sales Tax Returns
Book Clean Up
QuickBooks Online Set up and Training
Outsourcing controller role is the right decision for a lot of smaller or growing organizations. As part of our Fractional Controller services we offer financial statement analysis, cash flow analysis, estimated tax worksheets or KPI reports. We can also assist with forecasts and budgets, building business financial operating models, prepare benchmark reports or provide ad hoc consultations.
Fractional Controller Services
Cash Flow Analysis
Budgeting and Forecasting
Business Financial Operating Models
Business Entity Selection
We offer individual and business tax preparation services. We believe in transparent pricing and therefore utilize standard pricing for most common situations. However, due to complexity of our tax code and variety of individual circumstances, different forms or more complex tax return might be required. In those cases, we bill per form prepared. In either instance, we will provide you an estimate of total price prior to engagement.
Tax planning is a year-round process and is a separate service from tax preparation; its goal is to minimize tax liability by planning ahead.
Individual Tax Returns
Business Tax Returns