top of page
pexels-ydesrappelet-9733790.jpg

What We Do

  • Reduction in audit cost with document review.

  • Strategic planning/training/communication

  • Goals and objectives

  • Business, marketing, and compensation plans

  • Budgeting

  • Clear definitions of each successor's roles

  • Establishing board of directors

  • Monthly Transactional accounting

  • Payroll

  • Consolidation

  • Bill Payments

  • Preparation of annual 1099 and annual W2/W3

  • State and Local revenue filings

  • Monthly and quarterly financial statements

  • Registered address & Compliance support

  • Secure mail handling & forwarding

  • Personal & Business Financial Management

  • Support for Multi-State Residents

  • Assisting clients with deciding which business entity type is best

  • Advise on financial aspects of buying/selling businesses

  • Strategic planning/situational analysis

  • Operations management

  • Performance improvement

  • Internal controls check ups

  • Internal controls review and design

  • Fraud investigation

  • Buy/sell agreements

  • Retirement planning/life changes planning

  • Financial forecasting and budgeting

  • Cash flow management and reporting

  • Growth and profitability analysis

  • Liaison with banks, CPAs, and stakeholders

bottom of page