Services
With our relationship driven approach, our goal is to understand your aspirations and support you in achieving them.
Advisory Services
Fractional CFO/Controller- providing support to the executive directors and board of directors. Assist in identifying and implementing streamlined processes to strengthen efficiencies for performance, transparency and accountability
Grant Management & Compliance
Grant tracking and reporting
Financial Transparency & Accountability
Budget prep, monthly board reports, bookkeeping, and bookkeeping services
Audit & Review Prep
Assist in working with your external auditors to ensure a smooth audit/review process
Nonprofit Accounting
Our firm assists nonprofit organizations to stay financially sound, compliant with regulations, and provide education to empower others to become capable of making strategic decisions that support its mission.
Bookkeeping Services
Our comprehensive bookkeeping services allow you to save time so that you don’t have to be burdened with back office work. By providing real time numbers you are empowered to make solid financial decisions
Bookkeeping Training
Our team is here to assist with QBO or Wave set up, conversion or training to keep your bookkeeping in house
Business Advisory
Every business is unique and our tailored approach reflects that individuality. We dive in to discuss and understand your business goals, pain points and growth hurdles to customize a strategic plan
Outsourced Accounting
Let us step in as your fractional CFO or controller to provide support for your accounting team while having proactive discussions around operational inefficiencies and financial challenges to strengthen your businesses cash flow
Small Business Services
With accounting taken care of, business owners and management teams can focus more on running and growing the business, rather than dealing with time-consuming financial tasks.
From start up to exit, let us guide you each step of the journey providing a tailored approach to your specific business needs.
Tax Preparation for Business & Individuals
Our experts will work to apply current regulations to ensure you are maximizing tax credits you are eligible for. We provide transparency in our pricing so you know our fees upfront
Sales & Use Tax
Let us keep you filed on time to avoid penalties and interest. We provide sales tax audit support to help guide you through the process as well as offering our guidance through every step
Tax Strategy
Helping you stay compliant while employing tax strategies that make an impact on the bottom line
Tax Preparation for Non Profits & HOA’s
990 and 1120H preparation
Tax Services
Providing expert tax services is crucial as it ensures compliance with tax laws, minimizes the risk of costly errors, and optimizes financial strategies. Expert tax services help individuals and businesses navigate complex tax regulations, reduce tax liabilities, and make informed decisions that support long-term financial health and success.