We tailor our Fractional CFO and Advisory services to fit the needs of our clients and their business. We work closely with you to efficiently meet the financial challenges that come with running a business. Our 20+ years of business experience helps us guide you through your short and long-term goals.
We can manage all of your accounting and bookkeeping needs from monthly reconciliation of your bank and credit card accounts, accounts payable and account receivable, to job costing and invoicing. We generate all appropriate and requested reports to deliver and discuss during our regular scheduled meeting.
If your books haven't been kept up to par, we can help you get them cleaned up and ready to deliver to your accountant for tax season. Catch-up services are offered when going back to a certain point in time to start with a clean slate. As an example, you started your business in January but haven't done any bookkeeping and want to get started in October. We will go back and start from the first date of opening.
We offer weekly or biweekly payroll options for your business and will also file your payroll taxes for you.
There is no need to search for an accountant or tax preparer when you work with us! We handle both individual and business tax returns and are available year round to answer any tax questions that may arise.