General Financial Consulting & Accounting

• 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

• QuickBooks Online setup & customization

• Ongoing QuickBooks Online support & guidance

Succession Planning

• Strategic planning/training/communication

• Goals and objectives

• Business, marketing, and compensation plans

• Budgeting

• Clear definitions of each successor's roles

• Establishing board of directors

Estate Planning & Litigation Support

• Buy/sell agreements

• Retirement planning/life changes planning

Internal Control & Fraud Investigation

• Internal controls check ups

• Internal controls review and design

• Fraud investigation

Marketing

• Website design and management

• SEO setup and optimization

• Social media creation and management

• Professional photography and image sourcing

• Content development and brand messaging

Business Consulting

• 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

Fractional CFO

• Financial forecasting and budgeting

• Cash flow management and reporting

• Growth and profitability analysis

• Liaison with banks, CPAs, and stakeholders

Registered Agent

• Registered address & Compliance support

• Secure mail handling & forwarding

• Personal & Business Financial Management

• Support for Multi-State Residents

Pre-Audit Preparation

• Reduction in audit cost with document review.