

What We Do
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Reduction in audit cost with document review.
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Strategic planning/training/communication
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Goals and objectives
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Business, marketing, and compensation plans
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Budgeting
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Clear definitions of each successor's roles
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Establishing board of directors
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Monthly Transactional accounting
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Payroll
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Consolidation
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Bill Payments
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Preparation of annual 1099 and annual W2/W3
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State and Local revenue filings
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Monthly and quarterly financial statements
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Registered address & Compliance support
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Secure mail handling & forwarding
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Personal & Business Financial Management
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Support for Multi-State Residents
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Assisting clients with deciding which business entity type is best
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Advise on financial aspects of buying/selling businesses
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Strategic planning/situational analysis
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Operations management
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Performance improvement
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Internal controls check ups
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Internal controls review and design
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Fraud investigation
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Buy/sell agreements
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Retirement planning/life changes planning
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Financial forecasting and budgeting
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Cash flow management and reporting
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Growth and profitability analysis
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Liaison with banks, CPAs, and stakeholders