Services designed to help businesses manage their finances effectively.
FRACTIONAL CFO SERVICES
Our Fractional CFO services demystify financial jargon, streamline accounting processes, and align financial performance with your strategic business goals. We prioritize building long-term relationships with our clients, becoming an integral part of your leadership team. Together, we tackle organizational challenges, providing you with the clarity, confidence, and control needed to achieve your overarching goals.​
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WE GET TO KNOW YOUR BUSINESS LIKE OUR OWN.
​When you hire us, we start with a full day planning session. We take time to meet your team and understand your obstacles and objectives. We develop a custom roadmap that establishes the priorities and actions necessary to meet your business goals.
THE POWER IN KNOWING YOUR NUMBERS.
​Your financials should tell the story of your business with clarity and accuracy. We assess where you are at today and work with your team to enhance your financial reporting.
TAX PLANNING & PREPARATION
We understand that tax planning and preparation can be overwhelming, which is why we offer comprehensive tax services to help you navigate the complex tax landscape. Our tax services include the following:
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Preparation of personal federal and state income tax returns
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Preparation of business income tax returns
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Estimated income tax payments
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Quarterly business tax planning calls
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Individual tax planning
TAX REPRESENTATION
Have you received a notice from the IRS or your state's department of taxation? If so, we're able to assist in resolving any discrepancies and potentially reducing your liabilities to the taxing authority.
BUSINESS ENTITY FORMATION
Each business entity has different tax and administrative requirements, and we can help determine the best structure for your needs and goals. Additionally, we provide comprehensive support in setting up your business entity, ensuring a smooth and compliant formation process.