SERVICES
We offer a comprehensive range of services all tailored to meet the unique needs of our clients. See below for more information on all of our offerings, and contact us today to discover how we can best support your goals!
FRACTIONAL CFO
Our Fractional CFO services provide expert financial leadership on a flexible, part-time basis. We offer strategic insights, financial planning, and operational guidance to help your business make informed decisions, optimize cash flow, and drive sustainable growth on a consistent basis—without the full-time cost
ADVISORY & CONSULTING
Our Consulting and Advisory services are designed for businesses seeking expert guidance on specific financial challenges or strategic decisions. Whether you need help with business planning, cash flow optimization, or navigating a major financial transition, we provide tailored advice to help you achieve your goals, without the need for a long-term commitment
BOOKKEEPING
By having an experienced accountant handle your books, you can save time, reduce errors, and gain valuable insights into your business’s financial health. Our bookkeeping services are designed to fit your needs, with multiple tiers available to provide the level of support you require. Whether you need weekly, monthly, or annual bookkeeping, we offer customized solutions that ensure your financial records are accurate and up-to-date. No matter the complexity or frequency, we're happy to tailor our services to match your needs
PAYROLL
Our Payroll Partnership offering gives you the tools and support to manage your payroll with ease. Through our Gusto Accountant platform, clients can seamlessly run payroll, manage employee benefits, and handle tax filings—all from a user-friendly interface. With our expert guidance and Gusto’s powerful payroll solutions, you can focus on growing your business while we take care of your payroll needs efficiently and accurately
ENTITY FORMATION
If you're looking to create a business, our expert guidance can help you choose the right legal structure for your business, whether it’s a corporation, LLC, partnership, or sole proprietorship. We will work closely with you to understand your business goals and vision, offering tailored options and professional advice to ensure you select the best entity type to support your growth. From filing the necessary documents to navigating regulatory requirements, we handle the complexities of business formation so you can focus on what matters most
SALES TAX
By trusting us to file your sales tax, you can rest assured that your business will always be compliant with state and local tax regulations. We offer regular reminders and a streamlined process to make sales tax as stress-free as possible. With consistent communication and proactive support, we keep you informed every step of the way, so you never miss a deadline and can focus on running your business
INCOME TAX
We're perfectly equipped to address a wide range of tax situations, from personal returns, self-employment, rental income, farming and solar, LLCs, partnerships, or corporations. As a dedicated member of your team, we take the time to understand your unique situation, guiding you through the process with clear communication and ensuring you’re fully informed at every step. We’re committed to delivering accurate, timely filings while helping you navigate the complexities of tax laws with confidence
TAX PLANNING
Our Tax Planning services help you strategically manage your tax obligations and maximize savings. Whether you’re an individual, small business, or corporation, we offer personalized advice to optimize your tax position throughout the year. With proactive planning and clear guidance, we ensure you’re well-prepared for tax season and that your financial decisions align with your long-term goals