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Services

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