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Accounting & Bookkeeping

• AP Management – Vendor bills, payments, AP reconciliation

• AR Management – Invoicing, receivables, AR reconciliation

• Bank & Credit Card Management – Recording, reconciliation

• Financial Reporting – MIS, statements, performance reports

• Cleanup – Record review, backlog updates, adjustments

• Payroll – Salary processing, compliance, deductions

• Sales Tax – Filing, calculations, compliance

2

Tax Return Preparation

• Forms: 1040, 1120, 1120-S, 1065, 1041, 990

• Tax planning, IRS representation, advisory

• Minimize liability, maximize compliance

3

Audit & Assurance

• Financial statement audits

• SoC 1, 2, 3 readiness

• Statement compilations

• Limited reviews

• M&A due diligence

• Business valuations

• 401(k), HOA, HUD & nonprofit audits

4

CFO Services

Our Virtual CFO services provide strategic financial guidance, helping you make informed decisions about budgeting, forecasting, fundraising, and risk management. We act as your financial advisor without the overhead of a full-time CFO.

5

Controller Services

We offer outsourced controller services to maintain oversight of your financial operations, manage internal controls, and ensure timely and accurate financial reporting. Our experienced controllers bridge the gap between bookkeeping and strategic planning.

6

Back Office Outsourced Services

Our comprehensive back office support includes data entry, document management, vendor communications, and administrative tasks. We streamline your operations so your core team can focus on growth and customer engagement.