Services
compilations
If you own a company, you'll need a set of financial statements at the end of your fiscal year. We'll take a look at your accounting data and make sure its accurate and classified to the correct accounts. After that, we'll prepare company financial statements that align with your company's vision.
Review engagements
Sometimes your company will need financing to deal with cash flow issues or to purchase a new property. Depending on the amount of the loan, your bank may require your financial statements to be reviewed. We can review your financial statements and sign off on the engagement report.
TAX PLANNING
Before we file your tax returns we'll have a discussion about your short-term and long-term goals and come up with a solution that will minimize both your corporate and personal tax liabilities. We'll also incorporate your future needs and help you come up with a long-term plan to achieve them.
Bookkeeping
As a small business owner, its hard to find the time to organize your receipts, follow up on invoices and bill payments, and remember to file sales and payroll taxes on time. We can work together with you as your virtual assistants to help you stay on track so you can concentrate on what you do best.
CFO SERVICES
As a small business owner, it may not be practical to hire someone full-time to manage your company's finances, analyze financial results and cash flow. We work with you to prepare forecasted financial statements and keep an eye on the actual results so you can mitigate issues before they arise.
COaching
Accounting 101. If you want to learn how to organize and manage your company from a financial perspective, we can help you understand the numbers. We will determine tools to use in your company to save you time and money. We'll also teach you how to use them.