Services

Monthly/Quarterly CFO Services

Our CFO services include developing and maintaining comprehensive financial plans and forecasts. This involves analyzing financial data to create budgets, projecting cash flow, and setting financial goals. We provide strategic insights to help you make informed decisions and align financial strategies with your business objectives.

Our services are delivered by a seasoned CPA, focusing on strategic guidance for your financial decisions and business strategies. We specialize in evaluating investment opportunities, assessing risks, and providing expert advice on mergers, acquisitions, and other major business activities. Our goal is to support your long-term growth and ensure your business thrives in a competitive landscape.

Business Start-Up Consultation

We provide expert guidance to help you navigate the complexities of starting a new business. This includes advising on entity structure, setting up accounting systems, and establishing initial financial protocols. Our goal is to lay a solid financial foundation that supports your business's growth and compliance from the outset.

Tax Filing & Strategic Planning

We handle all aspects of tax preparation and filing to ensure compliance with current regulations. Beyond just filing, we offer strategic tax planning to minimize liabilities and optimize your tax position. This involves identifying opportunities for deductions, credits, and tax-efficient strategies tailored to your business needs.

Comprehensive Bookkeeping Services

Our bookkeeping services cover the meticulous recording and management of your financial transactions. This includes tracking expenses, revenue, and reconciling accounts to maintain accurate and up-to-date financial records. We ensure your books are organized, allowing for seamless financial management and reporting.

Financial Analysis & Ratio Evaluation

We perform detailed financial analysis to assess the health and performance of your business. This includes evaluating key financial ratios and metrics to provide insights into profitability, liquidity, and operational efficiency. Our analysis helps you make informed decisions and identify areas for improvement.

Financial Clean-Up & Optimization

We offer services to rectify and streamline your financial records, addressing discrepancies, and organizing your accounts. Our financial clean-up ensures accuracy and compliance, while our optimization efforts focus on enhancing financial processes and systems to improve efficiency and support business growth.