Business Advisory Services

  • Part-time CFO services — providing clients with full scope financial transaction services, helping them to embrace market and technology disruptors, grow business, manage risk, accelerate performance, and emerge stronger.
  • Business strategy consulting services — helping clients to refine and implement their corporate strategy, transform operations, embrace technology and market disruptors, and maximize efficiency.
  • Hot tax topics — keep up-to-date with the latest developments in tax code including cryptocurrency taxation, elder care taxation issues and opportunities, and real estate rental tax policies. Prepare for the future by getting ahead of emerging technology trends as we move beyond basic cloud computing into the Internet of Things (IoT), blockchain, and distributed ledger technologies.
  • Financial systems services —  guidance for start-ups and small- to medium-sized businesses to develop the strategies and implement the systems that build business value.
  • Special projects — support the execution of core strategies and initiatives for business start-ups and more established companies.
tax preparation and planning for small business

Accounting & Tax Services

  • Tax services — tax saving strategies and preparation services for individuals with complex tax situations and businesses across all industries. We provide full taxation support including federal and state income taxes, payroll taxes, and franchise taxes.
  • Accounting — monthly bookkeeping and accounting services to support your financial decision-making and timely tax reporting. We also take on special projects to help you streamline your accounting and financial processes or to provide accounting records for previous periods.

Other Services

We have strategically partnered with other professional services firms whom we trust to take care of our clients. If you need an attorney, website developer, marketing and branding professional, social media consultant, professional employer organization (PEO), insurance agent, information technology professional, commercial real estate agent, mortgage services consultant, or other business services not listed here, please contact us for a referral.