We provide a full range of accounting services, including bookkeeping, tax preparation, payroll management, CFO advisory. Our goal is to help businesses streamline their financial processes and stay in compliance.
We work with small businesses, startups, mid-sized companies, and large enterprises across various industries. Whether you're a freelancer, a growing business, or an established corporation, we tailor our services to your needs.
We offer both size-based and service-based plans. You can browse our pricing page for an overview, or schedule a free consultation so we can recommend the best option for you.
Yes! We offer a Custom Plan where you can select only the services you need. This ensures you’re not paying for anything unnecessary.
We work with QuickBooks, Xero, FreshBooks, Sage, and NetSuite, among other accounting software. If you're using a different platform, we can discuss integration options.
FAQ
Bookkeeping & Accounting
Bookkeeping involves recording transactions, reconciling bank accounts, credit cards, loans, assets, and preparing reports. Accounting includes financial analysis, tax planning, and strategy to optimize business finances.
We recommend monthly bookkeeping to keep financials accurate. However, some businesses opt for weekly updates for better cash flow management.
Yes! We generate financial reports (profit & loss, balance sheets, cash flow statements) on a monthly or quarterly basis, depending on your plan.
Absolutely! You can choose to outsource just bookkeeping, tax preparation, payroll, or any combination of services.
Cloud-based accounting (e.g., QuickBooks Online, Xero) stores your financial data on secure, encrypted servers so you can access it anytime. It’s safer than traditional spreadsheets and allows real-time collaboration. We also have in-house CRM.
FAQ
Payroll & Employee Taxes
Yes! We handle payroll setup, processing, state tax filings and federal tax filings, and direct deposits for businesses of all sizes.
We automatically calculate payroll taxes, withholdings, and file W-2s & 1099s while ensuring federal, state, and local compliance.
Yes! We manage payroll for W-2 employees and 1099 contractors across multiple states and remote locations.
We prepare and electronically file W-2s for employees and 1099s for contractors, ensuring compliance with tax regulations.
Yes, switching payroll providers mid-year is possible. We’ll ensure seamless data migration without disrupting payroll processing.
FAQ
CFO & Advisory Services
A fractional CFO is a part-time finance expert who helps manage budgets, forecast cash flow, and provide strategic financial guidance without the cost of a full-time CFO.
Yes! We develop customized financial models, forecasts, and budgeting strategies to help your business grow sustainably.
Absolutely! We help with loan applications, SBA loans and equipments loans, financial projections, and investor presentations to improve your chances of securing funding.
We provide profitability analysis, risk assessment, cash flow strategies, and operational efficiency improvements to maximize business success.
FAQ
Pricing & Payment
Our pricing is based on the complexity of your business and the services you need. You can check our pricing page for detailed plans.
We offer flat-rate monthly pricing for most services. Some advisory and audit services are billed hourly or per project.
Yes! We offer discounts for annual commitments or bundled service packages.
We accept credit cards, ACH bank transfers, PayPal, and business checks.
Yes, IRS audit support is a separate service due to the time and complexity involved. However, our tax clients get discounted rates on audit support.
FAQ
Working with You
Simply schedule a free consultation through our website, and we’ll discuss your needs before recommending a service package.
No, we serve clients nationwide through virtual accounting, cloud-based tools, and online consultations.
We use bank-level encryption, secure client portals, and NDA agreements to protect your financial information.
Yes! If you’re transitioning from another firm, we can seamlessly transfer your financial data and ensure a smooth transition.
You can upgrade or add services anytime, and we’ll adjust your plan accordingly.