Accounting and Advisory Services

Full Service Bookkeeping

Includes maintaining the daily functions of all aspects of the accounting system. Generating financial statements and conducting periodic financial meetings is included in the service offerings.

 

Tax Planning and Preparation

Includes business and personal income tax returns filing, tax compliance reporting for sales and use, payroll and other applicable tax for federal, state and local agencies and analysis of tax implications based on the business structure.


Accounting Cleanup

Includes creating or updating the chart of accounts and other customized listings in the accounting system. Accounting data is accurately recorded and reconciled in detail for the length of time desired.

 

Advisory

Includes generating financial and management reporting as well as financial tools and resources that will entails strategic planning, performance and risk analysis that will ensure effective decision making to management and the business owner. 

We are able to create and implement the direction and operations of the organization which includes corporate strategy, management, human resources and finance. Our experience includes financial and funding strategy to raise funds, negotiate loan conditions and report solid financial information to internal and external investors.

Services includes:

  • Financial Advisory

  • Operations Management

  • Risk and Compliance

  • Strategic Planning

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