Services

We are experts working with small business. We keep our client list short so you get the attention you deserve.

 

Fractional CFO

You’ve got plans, and we’re here to make sure your finances don’t hold you back. With the right systems, strategy, and support, you’ll be ready for whatever’s next—whether that’s hiring your first team member, scaling up for the future, or navigating difficult times.

  • Cash flow management

  • Strategic positioning

  • Compliance

 

Client Accounting Services

Keeping your books up to date shouldn’t be a monthly stressor. Our Client Accounting Services take that burden off your plate so you can focus on what you do best. We’re your behind-the-scenes accounting partner—bringing peace of mind, clarity, and support every step of the way.

  • Bookkeeping

  • Reconciliations

  • Reports

 

Tax Planning and Preparation

Tax season shouldn’t be a scramble. With the right plan, you’ll avoid surprises, reduce your tax bill, and make smarter decisions all year long. We help you look ahead, stay compliant, and gain peace of mind without the stress.

  • Tax Planning throughout the year

  • Amend prior year returns

  • Communicate with the IRS