Our Services

We offer full and fractional controller services designed to deliver proactive, strategic financial oversight. Services include: Month-end close - Ensuring accurate and timely financial reporting. Financial statement preparation and analysis - Supporting informed decision-making through detailed financial data analysis. Cash flow management - Monitoring cash inflows and outflows with effective forecasting. Forecasting & budgeting - Developing and managing budgets to support business growth. Process improvements - Optimizing efficiency and strengthening controls to prevent fraud and errors. Compliance support - Assisting with audits, tax filings, and identifying tax- saving opportunities. Minimum of two monthly meetings.

A reactive solution ideal for startups and businesses looking to stay organized and maintain financial clarity. Services include: Bookkeeping - Includes monthly financial reports and meetings Accounting clean-up - Ensures accurate and organized financial records Bill payment - Manage vendor payments and expense tracking Client invoicing - Manage billing and accounts receivable Payroll management - Faciliatated through a third-party service

We provide comprehensive tax services for individuals and businesses, including: • Tax return preparation (individual & business) • Tax planning & projections • 1099 Preparation