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Our Services

Fractional CFO Services

Let us handle all of your business financial needs as your outsourced CFO.  Services include:

  • Quickbooks Online Setup

  • New Business Setup and Dissolution

  • Bookkeeping

  • Sales Tax Filings

  • Payroll

  • Hiring Strategies

  • 401k and Benefit Planning

  • Budgets

  • Process Improvement and Best Practice

Tax Preparation and Filing

Individual Income Tax Return Preparation:

  • Real Estate Investing

  • Capital Gains and Loss from Stock

  • Real Estate Transactions

  • Rental Income

  • Farms

  • Home Office deductions

Business Tax Returns Preparation:

  • S-Corporations

  • Partnerships

  • Sole Proprietorship

  • Trusts

  • Non-Profit Organizations.

Tax Advisory Services

  • One Time consultation:  During a comprehensive tax consultation, we will review your personal and business goals to reduce taxes and increase wealth by using IRS-protected tax-saving strategies.

  • Ongoing Advisory:  

    • Various asset protection and wealth building strategies you implement over the course of time will be monitored by us to ensure the plan outcome meets the desired goals.

    • Tax Return Preparation is included in an ongoing advisory plan.

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Audit and Attestation Services

Audit services are available for businesses not publicly traded.  

  • Provides assurance that financial statements are not misstated

  • Includes third party verification of balances

Review of Financial Statements

  • Not a full audit for assurance, but a review inspects the financial statements and provides an independent review of controls and processes in place to report financial data.

Other Special Reports​ which needs an independent review or assurance letter provided by a CPA.

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