Your financial heartbeat

Our Fractional CFO service connects you with a dedicated financial expert who acts as your personal CFO. Working closely with you, they provide customized financial advice, helping with everything from budgeting and forecasting to building strategies for sustainable growth and higher profitability.

One-on-one strategic consultations   |   Strategic planning sessions to address your financial goals   |   Budgeting and forecasting tailored to your goals   |   Medium & long-term strategies for top-line growth and profitability   |   Proactive tax and risk management advice

Tame taxes, ignite success

Our business tax preparation services are designed to help partnerships, LLCs, and small corporations file their taxes with ease and accuracy by March 16th. We’ll ensure your business taxes are filed on time and provide ongoing support for any questions or tax planning needs.

Preparation of all related business tax return schedules   |   K-1 forms for partnerships   |   Tax filing for small corporations and pass-through entities   |   Expert advice on maximizing deductions   |   Ongoing support throughout the year for tax planning and compliance

Balancing books, not nerves

Monthly bookkeeping for business owners who is up-to-date on their bookkeeping and looking to maintain streamlined financial operations without getting bogged down in the day-to-day.

Monthly billing (in cash or accrual methods)   |   Tax-Ready monthly bookkeeping   |   Reconciliation of accounts to ensure accuracy   |   Financial reporting   |   Direct access to your bookkeeping experts   |   End-of-year tax-ready financial statements

Behind? Not for long!

Tailored for business owners who have fallen behind on bookkeeping for less than a year and want to regain control over their financial records quickly.

Monthly billing (in cash or accrual methods)   |   Month-by-month catch-up for any delayed bookkeeping   |   Account reconciliation to match all transactions   |   Financial reports generated after catch-up is complete   |   Direct access to your bookkeeping experts   |   End-of-year tax-ready financial statements

Rewrite your financial story

Designed for business owners whose books are more than a year behind, or have disorganized, incorrect records.

Monthly billing   |   Detailed review and correction of past transactions and financial records   |   Account reconciliation to fix discrepancies   |   Financial reports generated once clean-up is complete   |   Direct access to your bookkeeping experts   |   End-of-year tax-ready financial statements

Innovate more, pay less

If your business engages in research, development, or innovation, and you want to maximize your R&D tax credits. We’ll assess your eligibility and ensure you receive the maximum benefits to reinvest in your business’s future growth.

Assessment of eligibility for R&D tax credits   |   Preparation and filing of necessary documents to claim the credits   |   Strategic advice on structuring projects to maximize future tax savings

Building business, brick by brick

If you’re a new entrepreneur or an existing business owner looking to optimize your legal structure for long-term growth and tax efficiency, we can help. We provide expert advice on forming or restructuring your business entity for better liability protection and tax savings.

Consultation to help you choose the best business structure (LLC, S-Corp, C-Corp, etc.) As well as whether you should have multiple companies.   |   Assistance with legal filings and tax paperwork   |   Guidance on the tax and legal implications of different entity types   |   Ongoing support to ensure compliance with regulatory requirements

Taxes simplified, stress nullified

Full-service tax preparation for individuals, ensuring your tax return is filed correctly by April 15th. From simple W-2 filings to more complex financial scenarios, including business, investments, and rental properties.

Filing support for W-2 and 1099 income   |   Schedule C for business income   |   Schedule D for capital gains and investments   |   Schedule E for rental properties and pass-through entities   |   Tax preparation, ensuring everything is ready by April 15th