BOOKKEEPING

 

Sound bookkeeping represents the foundation for most other high-level services. We handle the set-up and training for QuickBooks Online software, record and organize financial transactions, perform account reconciliations, and maintain accurate records of income, expenses, assets, liabilities, owners’ equity, and cash flow. Our clients report more well-informed decision making, efficient tax return preparation, improved financial transparency and cash flow management, and increased confidence for their shareholders, lenders, and management teams.

 

 

FRACTIONAL CFO & BUSINESS STRATEGY

 

Our preferred starting point within each organization involves determining the most appropriate legal and tax structure combined with the creation of bylaws, operating agreements, and business plans. We even offer registered agent service as well. From there, we maintain a comprehensive roster of strategic advisory services customized to facilitate well-informed and value-enhanced decision making for our clients, regardless of their business industry, annual revenue, or position in the market.

 

The national average base compensation for a full-time CFO is $194,354 at private companies with up to $20m in gross annual revenue and $237,983 for those between $21m and $99m in gross annual revenue (www.salarycube.com). This could represent an insurmountable financial concern, especially for those early-stage businesses with little to no revenue. We create an equitable balance of founder vision, investor expectations, and company performance at a fraction of the cost.

 

Our most common fractional CFO services focus on:

    • Financial Statements
      • Profit & Loss (P&L)
      • Balance Sheet (BS)
      • Statement of Cash Flow (SOCF)

 

    • Performance Measurement
      • KPI Dashboard
      • Ratio Analysis

 

    • Strategic Planning
      • Budgeting & Forecasting
      • Cash Flow Management
      • Financial Analysis & Modeling
      • Financial & Operational Turnaround

 

    • Executive Communication & Relations
      • Board of Directors
      • External Auditors
      • Federal (IRS) & State Tax Departments
      • Investors & Shareholders
      • Leadership Teams
      • Lenders & Creditors

 

  • M&A – Exit Strategy
    • Preparation & Diligence

 

TAX PREPARATION & PLANNING

 

Our premium tax return preparation services and tax-minimization strategies ensure accuracy and compliance while allowing clients to retain as much of their hard-earned income as possible.  We utilize a detailed question and answer session to often uncover additional tax credits and deductions our clients did not remember or knew existed for that matter.  Remember, it is not what we earn, but what we keep.  Tax planning is the real wealth-building machine.  Our expertise saves time and money, reduces stress, minimizes the chance for audit, and guarantees a return on investment. We even devote the necessary time to reviewing and ensuring our clients understand and feel comfortable with their tax return before signatures are accepted.