We provide outsourced bookeeping, accounting, tax planning straetgy, books cleanup (for QuickBooks and FreshBooks), fractional CFO services, and other related business consulting services.

Outsourcing bookkeeping allows you to save time, reduce operational costs, and ensure accuracy enabling you to focus on growing your business while we manage the finances.

Yes we specialize in business in the  service industry, professional services and independent contracts.  Examples includes: hotels, motels, restaurants, nightclubs, bars, spas, gyms, fitness studies, photographers, lawyers, financial consultants, entertainers and more) 

If you're struggling with managing day-to-day financial operatiions, lack in-house expertise, or want to save on hiring full-time staff, outsourcing is an ideal solutions.  We can assess your needs, provide a cost comparison and help guide you in making your decision.

We use top-notch encryption and secure cloud-based software, along with stricdt access controls, to ensure your financial data remains safe and confidential at all times.

Yes, we can provide information on the various accounting software options and help you determine which would best fit your needs.  If contracted, we can then set up your industry-specific system.

Yes, we offer tax strategy services to help minimize your tax liabilities, maximize your deductions and plan for tax-efficient growth.

We are certified in QuickBooks Online, QuickBooks Online Payroll and FreshBooks.  We also can use Xero, Sage, and others.  We are able to adapt to the software you're currently using or recommend on that suits your needs.

We manage all aspects of your tax filings, ensuring compliance with federal, stae and local regulations.  With our Payroll service we can also manage all aspects of your payroll related taxes.

We offer a flat rate pricing model dependent on the scope of services, business size, and complexity.  We can customize a package based on your needs after an initial free consultation and review of your books.

Yes, we can handle payroll processing, tax filing and ensure your business complies with labor laws and regulations.  We are certified in QuickBooks Online Payroll, but can also adapt to whatever software you may currently be using.

We are experienced professioinals who follow meticulous procdures to reconcile and verify transactions, ensuring that your financial recors are accruate and up to date.

Yes, for all tiers we provide monthly or quarterly financial reporting, including balance sheets, income statements, cash flow statements and other custom reports based on your needs.  Depending on your service package tier we also provide indepth analysis and commentary on a monthly basis to help you with your strategic goals.

Our services are customized to your specific needs, and we combine our financial expertise with strategic insights to driv profitability and grow.  Our focus i son building a long-term relationship and providing high personalized advise.

Absolutely.  We can develop proper forecasting and budgeting formats for your specific industry and provide the actual forecast and budget based on  historical trend analysis which we will then review with you and finalize with your input.

In the event of an audit, we provide support, from gathering documentation to representing your interest with tax authorities, ensuring the audit process is as smooth as possible?

Yes, for peace of mind for our clients we do hold professional liability insurance.

If you are looking to scale your business, improve financial strategy, or need expert guidance on complex financial matters, our CFO services help with strategic planning, financial management, budgeting and forecasting.

Yes, based on your service tier, through our month end process we offer full analysis of current operations, compare to established key performance indicators (KPI's) and benchmarking data, and provide our assessment and solutions for improving profitability.

Absolutely.  After a quick assessment of your curent accounting books, we can provide a written assessment, action plan to bring back to standards, a time plan to implement and a cost estimate.

We can usually start within a week of signing a contract.  We will meet to understand your needs, create an onboarding plan and transitiion your financial operations to our services.

You can start by scheduling a free initial consultation where we will assess your needs, and discuss how we can tailor our services to meet your goals.