Services
Bookkeeping
Accurate bookkeeping is the backbone of every successful business. We ensure that your day-to-day financial transactions are recorded and organized so you can maintain clarity and control over your finances. Our bookkeeping services include:
Transaction Recording
Bank Reconciliation
Accounts Payable & Receivable
Expense Tracking
General Ledger Maintenance
Understanding your financial data is key to making smart business decisions. Our financial reporting services provide you with clear, actionable insights into your company’s performance. Our reporting services include:
Monthly, Quarterly, & Annual Financial Statements
Custom Reports
Budget vs. Actual Comparisons
Cash Flow Analysis
How it Works
We collect your bank statements each month using an automated software, so you never have to send us anything.
We do your bookkeeping in our accounting software, then send you financial reports that are easy to understand.
Payroll & Sales Tax
Managing payroll can be time-consuming and complicated, especially for growing businesses. We offer comprehensive payroll solutions designed to ensure your employees are paid accurately and on time, while helping you stay compliant with local, state, and federal regulations. Our payroll services include:
Payroll Processing
Tax Withholding & Filing
Year-End Reporting
Sales tax compliance is critical for businesses of all sizes, but keeping up with ever-changing regulations can be a challenge. We offer expert sales tax management services to ensure you’re always in compliance and avoiding costly mistakes. Our sales tax services include:
Sales Tax Calculation
Filing & Remittance
Sales Tax Nexus Consultation
Business Formation
Starting a business is an exciting journey, but navigating the legal and financial setup can be overwhelming. We make business formation easy and stress-free, helping you lay a solid foundation for long-term success. Whether you're a first-time entrepreneur or expanding your ventures, we guide you through every step of the process. Our Business Formation Services Include:
Entity Selection & Structuring
Business Registration & Filing
Employer Identification Number (EIN) Setup
Operating Agreements
Business Licenses & Permits
Tax Planning & Setup
Virtual CFO
A Virtual CFO for Your Business: A CFO giving financial analyses and direction for your business is essential. Get a Virtual CFO at a fraction of the cost of an in-house CFO.
A Virtual CFO brings a wealth of financial expertise and insights, providing a comprehensive range of services beyond traditional bookkeeping. By leveraging their knowledge and experience, a Virtual CFO can offer valuable financial analyses, suggestions, feedback, and management support assisting you in identifying areas for improvement, optimizing financial strategies, and making informed decisions that drive business growth. In essence, a Virtual CFO acts as a trusted financial advisor, ensuring the company’s financial well-being.
A Virtual CFO is a cost-effective solution compared to an in-house CFO. The expenses associated with hiring a full-time, in-house CFO, including salary, benefits, office space, and technology, can be substantial. In contrast, a Virtual CFO operates remotely, eliminating the need for additional office space and reducing overhead costs.
Comprehensive Financial Management Services Remotely
Financial Analysis, Forecasting, Budgeting, Cash Flow Management & Strategic Financial Planning
Contact
Interested in working together? Fill out some info and we will be in touch shortly. We can’t wait to hear from you!
