Business Solutions Made Just for You

We understand that every business has unique needs. Our customized accounting and advisory services are designed to cater to your specific requirements, whether you're a startup, a growing company, or a well-established organization.

Let us help you achieve financial success with our tailored solutions.

 
 
nordwood-themes-166423 (1).jpg

BOOKKEEPING & ACCOUNTING

Traditional payroll providers process payroll on a schedule. We guide you on when to accelerate payroll deductions to minimize taxes.

  • Invoicing & Accounts Payable

  • Bank Reconciliation

  • Monthly Financial Reporting 

  • Revenue Recognition

  • Expense Reimbursement

  • Payroll

jorge-alcala-325378.jpg

TAX & COMPLIANCE

Traditional invoicing providers pay and collect invoices as they come in. We guide you on the timing to delay or eliminate paying taxes.

  • Tax Planning & Filing

  • Quarterly Estimated Taxes 

  • Year-End 1099 Reporting

  • State & Local Tax Filing

  • Business License Tax

  • Sales Tax Compliance

mike-kononov-171499.jpg

CFO & ADVISORY SERVICES

Traditional incorporation providers set up a simple LLC. We guide you on selecting the right entity structure to maximize your tax breaks.

  • Financial Modeling

  • Budgeting & Forecasting

  • Cash Flow Planning

  • Organization Structure Advisory

  • Startup R&D Tax Credit

  • Work Opportunity & Tax Credit