Tax Advisory  

Tax issues can be complex and time-consuming

• ​Tax Requirements:       
  • S-Corporation
  • C-Corporation
  • LLC
  • Partnership
  • Nonprofit​
• ​Compensation and Benefits Consulting 
• ​Sales Tax
  
• State and Local Tax
• Tax Credits and Incentives 

Financial Services

Fractional, interim, or project-based financial support matched to organization needs. Fractional CFO services can be performed in-person, or virtually and include a customized package to meet client needs:

• Accounting Function Design and Oversight for businesses that have outgrown basic bookkeeping services
• Budget Development & Management
• Financial Modeling & Performance Tracking
• Cash Flow Forecasting & Management
• Product Line Analysis
• Income statement, balance sheet and cash flow analysis  ​

​Software: Oracle, Microsoft Great Plains, Yardi, Quickbooks, Salesforce, other systems upon request 

Consulting 

​Recommendations of best fit for your company
​Financial consultation
​Tax consultation
Accounting software
Systemization of Accounting Records 
Annual or Quarterly Filing Requirements

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