New Business Solution

You’re starting your business, now what? As a business owner it’s crucial for you to have accurate and complete accounting for taxes, financial planning and loan requirements.

Let us assess your current accounting position and what you need to become compliant, onboard you to an online accounting system and become your trusted accounting department with monthly financial reporting, bookkeeping and business tax reporting.

Have employees? We can handle your payroll needs too. 

Services Include:

  • Financial Infrastructure and Accounting System Setup

  • Accounting System (QBO) Migrations/Conversions

  • Monthly Accounting services – Reconciliation/reporting

  • Account Reconciliations

  • A/R and A/P Reconciliations

  • Financial Statement Prep

  • Monthly financial review meetings

  • Annual Franchise tax return

  • Sales tax reporting

Optional Services:

  • Payroll Services and tax reporting

  • 1099 Contractor reporting

  • Fractional CFO providing forward looking financial planning, forecasting and cash flow management

  • GAAP Financials

Professional Services Solution

You’re a busy professional managing the day to day of your business with your clients. Any time not spent on clients is time not billing revenue. Ensuring your accounts and financial statements are accurate is something best delegated to a trusted advisor.

Let us take the back office work off your plate so you can focus on your clients. We will assess your current accounting position, implement a plan to streamline your books through our online accounting system and provide you with monthly financial reporting, bookkeeping and business tax reporting. We can also help you plan for impact of cyclical events on your cash flow and financial goals.

Have employees? We can handle your payroll needs too. 

Services Include:

  • Accounting Diagnostic Review

  • QBO Setup

  • QBO Migrations/Conversions

  • Monthly QBO services – Reconciliation/reporting

  • Account Reconciliations

  • A/R and A/P Reconciliations

  • Financial Statement Prep

  • Monthly financial review meetings

  • Annual Franchise tax return

  • Sales tax reporting

Optional Services:

  • Payroll Services and tax reporting

  • 1099 Contractor reporting

  • Financial planning and analysis services for full year budget, forecasting and cash flow management.

Multi-Business Solution / Consolidation

For our serial entrepreneurs with multiple business, it’s critical to keep business records separate for each company to accurately report and protect yourself from business risk across businesses. You will also want a consolidated view of all of your businesses for personal financial planning.

Our Multi-business solution understands the nuances of running several businesses and the accounting and reporting requirements. 

Services Include:

  • Accounting Diagnostic Review

  • Monthly QBO services for each entity

  • Account Reconciliations

  • A/R and A/P Reconciliations

  • Intercompany eliminations

  • Financial Statement Prep

  • Monthly financial review meetings

  • Annual Franchise tax return for each entity

  • Sales tax reporting for each entity

  • Consolidated financial statements for all entities

  • Monthly / Quarterly reviews including insights and risks across your businesses

  • Fractional CFO block of time for in depth financial planning and analysis.

Optional Services:

  • Payroll Services and tax reporting

  • 1099 Contractor reporting

  • M&A Deal Analysis