Innovative & compliant accounting with a human approach.

There’s really no substitute for hands-on attention and the right professional experience when it comes to your accounting needs. Our array of accounting and financial services are designed around companies on the move – and the unique challenges they face. We work alongside you to get where you want to go.

Growth isn’t easy.

In short, your business is growing, and with it your accounting needs seem to be multiplying even faster.
As businesses evolve, and expand, staff sizes increase, the financial complexities can get overwhelming. That’s completely normal. But—as much as you’d like to get your weekends back—bringing on a full-time CPA, Controller, or even maybe a CFO to help you get things under control feels cost-prohibitive.

What if we told you you could get back the insights and control without breaking the bank?

How we dive in:

Our 3-Step C.P.A. Approach

Consultation
Let’s talk. Our process starts with
conversations so we understand your specific situation. We may even get a little nosey and ask for a lot of documents. That’s just us being us.
Personalization
Next, we create a customized tax strategy. This may include looking at corporate structure, credits and incentives, and possibly even amendments to your tax returns.
Application
With discovery and strategy complete, we execute the plan – everything from creating KPIs and forecasts to establishing new corporate entities.

The specific ways we help:

Tax & Financial Services

Transactional

Missed opportunities, unnecessary headaches, lost profits. Why put yourself through all that negativity because of neglected accounting? Our transactional accounting services has your back. And your financial backbone. More than just tax returns, this is monthly strategic planning and the handling of your bank account reconciliation, transaction coding and preparation of monthly financial statements, which includes balance sheets plus industry financial comparisons.

Controllership

You’re growing, but you’re just not ready to pull the trigger on a full-time Controller. We get it. Which is why our Controller Services are a perfect fit for a growing business that needs professional advice and financial oversight. From identifying KPIs (key performance indicators), to implementing best practices, maintaining accounting standards to providing financial and tax guidance, our Controllers will help keep you informed, so you can make the best decisions possible for your business.

Virtual CFO (VCFO)

Ready to level up your business? Our Virtual CFO services will give you the financial insight you need to grow at a fraction of the cost for a traditional CFO. Our services include financial forecasts, industry KPIs, annual budgeting, company expansions, bank meetings, benefits compliance and much more.

Here’s how you can plug in to our Accounting Services or Virtual CFO Services.

GROWING
Controller & Accounting Services
$500-750/week

Revenue Recognition

Cash Basis vs Accrual or Modified Accrual; GAAP Compliance etc. Certain Business Industries receive cash up front but do not need to recognize all monies as income.

Monthly Bookkeeping / Write-Up

Month-end & Year-end Close

Adjusting journal entries (depreciation, accruals, etc.)

Month-End/Year-End Close

Financial Statements

Income statement (a.k.a. profit and loss statement), balance sheet, statement of cash flow, etc.

Financial Statements
Scheduled Meetings
Up to 2/month
CASH MANAGEMENT

Customized Company-wide KPIs

We work with you to benchmark and then report on the metrics you and your team really care about, from individual and team-based performance, to cost per sale, etc.

Customized Company - Wide KPIs

Cashflow Analysis & Forecasting

A cash flow forecast is a vital tool for your business because it will tell you if you'll have enough cash to run the business or expand it. It involves estimating your future sales versus expenses

Cashflow Analysis and Forecasting
Customized Reports
Add-on
Performance by Project / Class / Department
Add-on
ACCELERATING
Virtual CFO
(Fractional CFO)
Average $1000/week

Revenue Recognition

Cash Basis vs Accrual or Modified Accrual; GAAP Compliance etc. Certain Business Industries receive cash up front but do not need to recognize all monies as income.

Monthly Bookkeeping / Write-Up

Month-end & Year-end Close

Adjusting journal entries (depreciation, accruals, etc.)

Month-End/Year-End Close

Financial Statements

Income statement (a.k.a. profit and loss statement), balance sheet, statement of cash flow, etc.

Financial Statements
Scheduled Meetings
Up to 4/month
CASH MANAGEMENT

Customized Company-wide KPIs

We work with you to benchmark and then report on the metrics you and your team really care about, from individual and team-based performance, to cost per sale, etc.

Customized Company - Wide KPIs

Cashflow Analysis & Forecasting

A cash flow forecast is a vital tool for your business because it will tell you if you'll have enough cash to run the business or expand it. It involves estimating your future sales versus expenses

Cashflow Analysis and Forecasting
Customized Reports
Performance by Project / Class / Department

Add-on Services provided on an as-needed basis:

FEDERAL AND STATE TAXES
Income Tax Returns
Business Indirect Tax Returns
Multi-State Tax Returns
Tax Planning/ Projections
SPECIALIZED SERVICES
Bill Payment
Payroll Processing & Contractor Management
Cash Flow Management
Employee Reimbursement Tracking

Let’s Do This!

Our CPA process guarantees you will get results.
And in the process, you gain peace of mind around your entire accounting and tax process.

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Expand and Diversify with a strategy. Identify your top performing services, products, departments to maximize growth rather than expend resources on non-performing areas.

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Pay your Taxes on Time, weekly, monthly, quarterly, annually, with strategized amounts, and take advantage of tax breaks as they come available.

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Keep-up with the everchanging State-Tax Laws with remote workers, interstate sales, and state credits.

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Maintain a predictable cashflow for unanticipated costs and rising inflation.

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Provide employee benefits to maintain and attract talent without breaking the bank.

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Develop Peace of Mind around your entire accounting and tax process, addressing questions as they come up.

We’re Always Learning. So You Can, Too.

Increasing costs, inflation, and rising interest rates have you concerned? Confused about what accounting services are right-sized for your company? You’re not alone. Give us a follow on our blog, or sign up to receive emails when we post new articles. We’ll keep them short and sweet (we know how busy you are).
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Ready to have a consultation to help determine the level of accounting support that suits you?