Fractional CFO Services
For businesses that require the expertise, services, and dedication of a CFO (Chief Financial Officer) but don’t have the need or resources for a full-time hire.
Financial Reporting, Modeling, & Analysis
Financial Projections and Cashflow Forecasting
Strategic Financial Planning
Banking Relationship Management
Bookkeeping Services
Need help with the numbers side of your business? We have you covered.
Bookkeeping & Recordkeeping
Payroll and Payroll Tax Processing
Payroll Tax Return Preparation & Filing
Bill Management
Cashflow Management
Accounting Clean-Up
Organize Historical Financials
QuickBooks Coaching
Tax Preparation Liaison
Assist in document and information gathering as pertains to state/federal business tax preparation
Referral base of CPAs and Tax Preparation Specialists
Work with your Tax Preparation Specialist or CPA to ensure efficient and compliant filing of federal and state tax returns for your business
Why Us?
Tailored Approach
Have payroll covered but need help with analysis, or vice-versa? We can help with A through Z and everything in between. Our a la carte approach helps you make the most of your resources while meeting the specific needs of your business.
Communication is Key
Have a great business model but don’t have a head (or time) for numbers? We not only provide reporting and analysis to fit your specific needs; we help you digest and understand what the numbers say in ways that can help your business grow.
With an ongoing commitment to working closely with clients, we strive to adapt to their evolving needs and provide continuous support as they navigate changes in their business landscape.
Real-life Industry Experience
10 years experience in helping small businesses with their accounting needs.
Familiarity with a diverse set of businesses, from specialty international consulting firms to local restaurants — and any variety between.
Robust referral base for business development, tax return preparation, banking, insurance, and more.