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Bookkeeping
- Quickbook support and training
- Bill Pay
- Invoicing
Taxes and Planning
- Individual
- Self-Employed
- Partnerships
- S-Corporations
- Estates and Trusts
- Tax Planning
- Tax projection
Controller/ CFO
- Signature monthly CFO report
- Audit and regulatory compliance support
- Cash flow forecasts and budgeting
- Financial modeling and ROI analysis
- KPI reporting and board presentations
- Financing and staffing assistance