New Business Accounting Setup
Starting a new business can be a complex process. Let us help you select the right entity structure for your business and build your accounting processes to set you up for success from day one.
Small Business Consulting
Our Small Business Consulting services are geared towards businesses who need assistance with their accounting but feel comfortable maintaining their books on an ongoing basis. We help you set up processes so that you can stay organized, maintain accurate records, and gain valuable insights into your business’s financial health, and are available for periodic check-ins to answer questions that come up.
Bookkeeping Services
Bookkeeping is the foundation of a healthy, well-managed business. Our Bookkeeping Services ensure that your financial records are accurate, up-to-date, giving you the information you need for decision-making. By outsourcing your bookkeeping needs to us, you can focus on running your business while we take care of the numbers.
Part-Time Controller & CFO Services
Small and medium-sized businesses often lack the resources to hire a full-time CFO or Controller. Our Part-Time Controller & CFO Services provide you with access to experienced financial expertise on a flexible basis. Whether you need assistance with financial planning, reporting, implementation, budgeting, cash-flow management, or strategic decision-making, we can help. We work closely with you to understand your business goals and provide proactive guidance to drive growth and profitability.
Non-Profit Accounting & Consulting
Non-profit organizations face unique financial challenges and regulatory requirements. Our specialized services for non-profits are designed to support your mission and maximize your impact. We assist with financial reporting, grant management, charitable solicitation renewals, compliance with IRS regulations, and board governance. Whether you’re a charitable organization, foundation, or association, we provide tailored solutions to help you fulfill your mission and serve your community effectively.
Process Documentation & Review
Whether you’re looking to expand your business, or wanting to mitigate the risk of employee turnover, process documentation is a necessity. We specialize in documenting and reviewing your accounting processes to streamline operations, enhance productivity, and reduce the risk of avoidable errors due to oversight. Our systematic approach identifies inefficiencies, improves workflows, and ensures consistency across your operations, empowering your team to focus on strategic initiatives and business growth.