Services

Small Business Tax & Accounting Services You Need.

Including some you didn’t know you needed

Taxes

Painless Tax Services

We’ll help you understand your taxes and create a strategic tax plan

  • Tax Preparation – Individuals, businesses, non-profits, trusts and estates
  • Amended Tax Returns
  • Tax Planning
  • Tax Resolution & Back Taxes
  • IRS and State Payment Plans (Installment Agreements)
  • Non-Filed/Unfiled Tax Returns
  • IRS & State Audit Representation
  • Payroll Tax Problems
  • IRS Liens and Levies
  • Offer In Compromise (OIC)
  • Penalty Abatement
Bookkeeping

Better Bookkeeping

Timely financial statements tailored to give you the information you need to make informed decisions

  • Weekly/Monthly/Quarterly/Yearly Bookkeeping
  • Financial Statement Compilations
  • Bill Pay (Accounts Payable) Outsourcing
  • Invoicing support & outsourcing
  • Payroll
  • Sales Tax Returns
  • Embedding receipts within Financial Statements
  • Chart of Accounts Customization
Fractional CFO

Deep Insights + Informed Strategies

A six-figure brain for a five-figure price

  • Financial Modeling & Forecasting (Proformas, Budgets, Cash Flow Forecasts)
  • Profitability Analyses (by Segment, Revenue Stream, Location, etc.)
  • Customized Dashboards Highlighting Key Performance Indicators (KPIs)
  • Business Strategy Advisory
  • Cash Flow Analysis & Restructuring
  • Expense Management Consulting
  • Financial Statement Audit support
  • Debt & Equity Financing
  • Due Diligence Support
  • Cap Table Creation & Maintenance
  • Internal Controls consulting
  • Accounting Staff Development & Placement
  • Accounting Software Implementation & Migration

3 Steps to Become a Client...

1

Have a Conversation

Fill out the contact form, get a quote, or chat with us. Our initial consult is free + we'll address your current concerns and questions.
2

Develop a Winning Strategy

Our small business CPAs will propose the best solution to minimize your taxes and maximize your bottom line.
3

Get What's Yours

We'll work hard to help you keep what's yours so you can work hard on what's important to you.