Need help in figuring out the goals of your business, how to achieve them and in what order?
Forecasting, liquidity optimization, and cost containment studies.
Easily scale your finance department as your needs change.
Mergers & Acquisitions
Succession planning, tax strategy and financial or organizational modeling.
Investor packages and market research. We can help build your roadmap.
Raising capital, funding a project, debt restructuring.
Quarterly Tax Planning
Know whats going to happen before they do and get options to minimize tax.
Guidance on proper business structure & incorporation for tax savings.
Filing of all business returns (Corps, S-Corps, LLCs, Sole-Props) and individual returns.
Tax authority representation, problem resolution, and audits.
Not only can we advise you in this area, but we can also take care of any ongoing compliance.
Sales & Use Tax
Set up, reporting compliance and exemption studies.
Bookkeeping & Year-End Clean Up
Monthly, quarterly and annual data input or after-the fact clean up.
Cloud Accounting & IT
Set-up, integration and maintenance of cloud based accounting and IT systems. Transition your finance department to a paper-free cloud based solution.
Utilize our staff and managers to do the number crunching and free up your time to grow your business.
We use a variety of accounting systems such as Quickbooks, Xero, Sage, and ERP systems and can assist you with the resourcing of any accounting issue or function.
Dashboards & KPIs
Visually monitor all your financial data and performance indicators with one simple view.
Project & Job Costing
Need to know how profitable each project or job is? Our consultants can set up your accounting systems so you can manage the profitability of each job in real-time.