A RIGHT SIZED SOLUTION FOR YOU
We customize our solutions to fit your unique business needs. Taking into account your industry, company, technology in use, external reporting obligations, and our evaluation of your requirements, we will create a tailored package that includes one or a blend of the services listed below
52
Weeks
BOOKKEEPING
Transaction processing on a weekly basis to ensure all business activity is properly recorded on your company's ledgers.
Bookkeeping services serve as a vital foundation for your business. We record your weekly transactions on accounting ledgers, ensuring clean data for a smooth accounting period close and accurate financial reports. This service is ideal for businesses with low transaction volumes or those with technology solutions that need assistance with specific tasks like payroll entries and credit card allocations.
12
Months
OUTSOURCED CONTROLLERSHIP
Monthly accounting close process to provide accurate financial reports so you understand how your business is performing.
Outsourced Controllership is central to our services. A proper month-end close process and routine financial reporting ensure accuracy in the financial statements you rely on to evaluate your company's performance and future opportunities. This service is perfect for businesses with an experienced bookkeeper or staff accountant handling transactions but lacking the expertise to produce insightful financial reports.
4
Quarters
FRACTIONAL CFO
Quarterly meetings to explore strategic financial opportunities and ensure that your goals are aligned with your company's performance and opportunities.
Many businesses don't require a full-time CFO. Quarterly visits to evaluate financial results offer opportunities for strategic planning. Companies seeking a fractional CFO typically have significant projects like mergers, ERP implementations, or financing that need specialized expertise. While four quarterly visits provide a solid cadence, most fractional CFO roles are based on an as-needed basis.
1
Year
INCOME TAX RETURNS
Annual planning, tax write-up, and tax filings to ensure compliance for both your business and you, personally.
For most small to midsize business owners who don't have external reporting obligations, income taxes are the financial reports that will face the most scrutiny. The other services we offer support an accurate, timely, compliant, and optimized tax return process. While we are pleased to handle tax returns as a standalone service, many of our clients choose to work with us for a combination of our other offerings.