We can take over any of those pesky back office tasks such as payroll, paying your contractors, and invoicing so you can focus on the aspects of your business that spark joy.
We’ll have monthly strategy calls to discuss your financial results, operating margins, and business & personal goals and how best to meet them.
We’ll come up with a tactical plan on how to keep your profits high and how to best reduce your tax liability thru innovative tax strategy and implementation.
We’ll take some time to get to know each other and discuss your needs and concerns. We’ll gather the necessary information to start the assessment of your tax situation and tax planning and accounting needs.
We create a tax plan to optimize your current financial situation for cash optimization, business growth and tax efficiency through court-tested, IRS approved tax strategies.
We help you implement the accounting systems, processes and tax strategies you decide to move forward with in an efficient and effective manner
With a monthly CFO Strategy Plan and/or Tax Maintenance Package you’ll have the annual and on-going services you need to maintain and update your cash & tax plan and continue to put more money in your pocket.
From Tax Audit Representation and QuickBooks Training to business consulting, we provide the guidance you need to make sure your business stays compliant and thriving.
Here to help you identify the proper entity structure & selection of the right entity (SMLLC, S-Corporation, C-Corporation, Partnership). Alongside,
Incorporation & Business Formation
Quickbooks can be a tough program to learn and it's so important that you are doing it right. Our team will provide a complete training and setup of your Quickbooks system
News of an audit sounds like your worst nightmare. We’ll help get necessary paperwork in order, and help to defend or correct your position with the IRS or your state.
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