Custom Accounting Solutions for the Contemporary Client financial advisory
Get started with a free consultation!
Custom Accounting Solutions for the Contemporary Client financial advisory
Get started with a free consultation!
Serving The Virtual Community
Our virtually based firm strives for a more involved approach in assisting our clients with all of their financial accounting and tax planning needs.
Our Business Services
Compliance
- GAAP Compliant Financial & Managerial Accounting, Bookkeeping
- Tax Planning and Reporting Utilizing Creative & IRC Compliant Strategies
- Trust & Private Family Foundation Consulting & Compliance
Management
- Bookkeeping: Regular monthly maintenance and reconciliation
- Payroll: Management of payroll and taxes
- Planning: Reporting and advice to support growth and minimize tax liability
- Fractional CFO Services: identification, analyzation, and management of key performance indicators, development & management of budgets, forecasting
Advisory
- Reporting: Accurate Financial Reporting so ownership can make informed decisions
- Capital Fundraising: Advice on seeking equity to help grow your business
- Non-Profits: Assistance with form 1023 Application for Exemption Under501(c)(3) of the IRC
- Private Family Foundations: Advisory and guidance on how to utilize and manage Private Family Foundations