Outsourced Accounting & CFO Services
Fuel your growth.
By combining deep industry expertise with technology, we’re able to unlock actionable insights for our clients, saving them time and money. We make sure your business is covered.
Accounting and CFO Services
Access to a team of experts
- Accounting and bookkeeping services
- Outsourced CFO support and consulting
- Administer cloud-based accounting software and online banking
- Invoice generation and collections for accounts receivable
- Accounts payable processing and vendor management
- Financial statement preparation and customized reports with metrics and KPIs
- Virtual meetings to review reports and discuss performance
- Track member and shareholder capital accounts
Tax Preparation & Planning
File with confidence
- Tax return preparation for businesses and their owners
- Estimated quarterly payment calculations
- Tax planning and transaction consulting
- Implement tax saving strategies
- Respond to notices from the IRS and other taxing authorities
- Prepare and distribute annual 1099s
- State and local sales tax return preparation
- Assist with forming new entities
Human Resources Administration
Answers to your problems
- Payroll administration and processing
- Employee onboarding, including background check processing and benefits enrollment
- Expense reimbursement processing
- 401(k) or IRA implementation and administration
- Assist with health benefits procurement
- Workers compensation insurance enrollment
- Year-end compensation analysis for employees
- Register with employment agencies for hires in new states
How We Work
As advocates for our clients, we pride ourselves on understanding their businesses and anticipating their needs.
Learn
We listen, learn, and take time to understand each client’s needs.
Optimize
We find better ways to do things. We implement new technologies, streamline processes, and create efficiencies.
Discover
We empower our clients. We provide them with the information and knowledge needed to unlock actionable insights.
Grow
We take pride in growing with our clients. We deliver the resources and support they need to scale and grow their businesses.
Who We Help
