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Services Offered

ADVISORY Services


  • CFO/Controller Advisory Services
  • Business Planning and Direction
  • Business Driver-Based Modeling
  • Budgeting and Forecasting
  • Cash Flow Analysis
  • Sale of Company
  • Development and Execution of Exit Strategy
  • Data Analytics
  • Back-Office Accounting / Bookkeeping
  • Monthly Financial Statements  
  • Creation of daily, weekly, and monthly dashboards
  • Use of accounting tools such as accounts payable, accounts receivable, bill payments, and expense and budget management


Compliance Based Services

  • Sales and Use Taxes
  • Payroll and Payroll Tax Filings
  • Income Tax Planning
  • Estimated Tax Payments
  • 1099 and W-2 Forms

Income Tax Preparation and filing

  • Individuals
  • Corporations
  • S Corps
  • Partnerships
  • Trusts
  • Estates

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