Services
Our Service
Precision Accounting. Trusted Financial Partnership.
From fractional CFO strategy to day-to-day bookkeeping and tax planning, our integrated financial services are designed to support your business at every stage—scalable, accurate, and insight-driven.
1. Fractional CFO Services Proposal
Objective:
To provide strategic financial leadership and high-level oversight without the cost of a full-time CFO.
Scope of Services:
- Strategic financial planning and forecasting
- Budget creation and monitoring
- Cash flow and working capital management
- Financial reporting and performance metrics
- Investor/lender relations and capital strategy
- Financial risk management and internal controls
- Scenario modeling and decision support
2. Full-Service Accounting Proposal
Objective:
To manage end-to-end accounting operations, enabling businesses to focus on growth.
Scope of Services:
- General ledger management
- Accounts payable and receivable
- Bank and credit card reconciliations
- Payroll processing
- Month-end close and journal entries
- Financial statements preparation (P&L, Balance Sheet, Cash Flow)
- Compliance with GAAP and internal controls
3. Business Tax Preparation Proposal
Objective:
To ensure accurate, compliant, and optimized tax filings for businesses.
Scope of Services:
- Federal and state business income tax return preparation (1120, 1120S, 1065)
- Estimated tax payments planning
- Depreciation and amortization schedules
- Tax credits and deductions review
- IRS and state audit support
- Year-end tax planning strategies
4. Mergers & Acquisitions (M&A) Accounting Proposal
Objective:
To support successful mergers, acquisitions, or divestitures through accurate financial analysis and seamless post-transaction integration.
Scope of Services:
- Financial due diligence
- Quality of earnings (QoE) analysis
- Pre-acquisition financial modeling
- Purchase price allocation (PPA)
- Goodwill and intangible assets accounting
- Post-merger integration (process, systems, controls)
- Net working capital true-up and adjustments
5. Construction Accounting Proposal
Objective:
To implement job-costing and WIP reporting systems that drive profitability and compliance in construction firms.
Scope of Services:
- Job cost tracking and reporting
- Work-in-progress (WIP) schedules and revenue recognition
- Budget vs. actual job performance analysis
- AIA billing and subcontractor payments
- Retainage and lien waiver tracking
- Payroll and certified payroll reporting
- Cost allocation and project profitability
6. Multi-Entity Reporting Proposal
Objective:
To consolidate financial reporting and streamline compliance for businesses managing multiple legal entities.
Scope of Services:
- Consolidated financial statements (multi-entity)
- Intercompany transaction tracking and elimination
- Shared service center accounting (if applicable)
- Chart of accounts standardization
- Centralized budgeting and forecasting
- Custom dashboards for entity-level insights
Why Partner With Us
Keep All the Money That Is Yours.
Clean financial records, strategic planning, and tax optimization—all designed to improve profitability and free up your time.
Full-Spectrum Financial Services
Integrated accounting, bookkeeping, tax, and fractional CFO solutions
Financial Transparency
Accurate, timely reports and strategic insights
Strategic Financial Guidance
Forecasting, budgeting, and M&A support
We provide expert advice for all size businesses.
Whether you’re a solo entrepreneur or managing multiple entities, our services scale with you — providing tailored accounting, tax, and financial strategy support every step of the way.
Choose Your Package
Choose the Right Package for Your Business
Whether you’re just starting or scaling rapidly, we have a plan that fits your needs. Select from our prebuilt options or contact us to create a custom package tailored to your business structure and size.
We provide expert advice for all size businesses.
Whether you’re a solo entrepreneur or managing multiple entities, our services scale with you — providing tailored accounting, tax, and financial strategy support every step of the way.
FAQ
Frequently Ask Questions.
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CFO services focus on financial strategy, forecasting, and decision-making. Accounting services handle day-to-day transactions and reporting.
Absolutely. We work remotely with clients across the U.S.
We start with a discovery call, assess your current setup, then migrate or set up systems for you.
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Yes — we support both business entities and their owners for federal, state, and local taxes.
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Construction, service-based businesses, startups, manufacturing, telecom, and more.
Definitely. You can begin with one core service and add others as your needs grow.