Business Services
Trust your data
Understand your cash flow
Implement tax strategies
Improve your bottom line
Grow successfully and sustainably
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Fractional CFO Services
Fractional CFO services are available to growth minded entrepreneurs looking for a financial partner. We can help you understand your numbers, make strategic decisions, and plan for successful and sustainable growth.
Business Tax Planning
Tax planning services are available prior to year-end to carefully and thoughtfully take advantage of available tax strategies and effectively reduce your tax liabilities, retain more of your income, and ultimately achieve your business goals.
Business Tax Preparation
Our business tax preparation includes organizing, calculating and filing taxes for your business entity in a timely and accurate manner.
"If you can't MEASURE it,
you can't MANAGE it."
Peter Drucker
An accountant or bookkeeper reports on historical data by looking in the rear-view mirror. It is critically important work that explains how past actions determined performance. Historical reporting is a necessity for compliance when it comes to financing, and reporting to shareholders, the Board of Directors, and the like. Moreover, bookkeepers can aid in the day-to-day accounting including invoicing customers and paying vendors.
A CFO is a financial strategist that aids in future decision making. They translate numbers into a roadmap for reaching goals. Business owners, especially those in growth mode, require a strategic partner who can help them put a tangible PLAN in place. This involves not only understanding their vision and goals but also modeling out whether their current and future strategies make financial sense. CFOs have the ability to put business owners on the right path to achieving their dreams.
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We partner with local bookkeepers with a proven track record of accuracy in reporting. Then we step in as a fractional CFO, making the perfect pair that is crucial for businesses looking to ensure financial stability and plan for growth.
