Services Offered

📄 Core Accounting & Bookkeeping

• Monthly Bookkeeping & Reconciliations – Ensure your accounts are accurate, up-to-date, and audit-ready.

• Quarterly Financial Reviews – In-depth review of income statements, balance sheets, and cash flow analysis.

• Clean-up & QuickBooks Tune-Up – Organize past errors and optimize finely-tuned bookkeeping systems.

💼 Business Advisory & Growth

• Budgeting & Forecasting – Build realistic budgets, quarterly forecasts, and financial projections.

• Cash Flow Optimization – Plans to streamline cash flow, balance payables/receivables, and working capital.

• Profitability Insight Reports – Product/service-level reporting and gross-margin analysis.

🧾 Tax Planning, Prep & Compliance

• Strategic Tax Planning – Year-round guidance to minimize liability (including credits, deferrals).

• Individual & Business Filings – Preparation and filing of both personal and entity tax returns.

• IRS & FTB Representation – Assistance with audits, notices, appeals, and negotiations.

👥 Payroll Support

• End-to-End Payroll – Setup, regular processing, tax compliance, benefits integrations, and 1099 preparation.
  
  

• Employee Onboarding & Insights – Consulting on HR best practices and contractor vs. employee classification.

🏗️ New Business & Industry Services

• Start-up & New Entity Formation – Choose the ideal structure (LLC, S Corp, etc.), register, EIN, and starter accounting.
  
  

• Industry-Specific Accounting – Tailored services for real estate, e‑commerce, professional services, and non‑profits.

📊 Advisory & Fractional CFO Services

• KPI Monitoring & Dashboard Development – Custom financial dashboards to highlight trends and key metrics.

• Strategic Advisory & Monthly CFO Calls – A trusted sounding board for financial decision-making.

• Valuations & Due-Diligence Support – Help with business valuations, M&A, and investor reporting.

🔧 Systems, Training & Tech

• Software Selection & Setup – Needs analysis and setup of QuickBooks, Xero, or other platforms.

• Training & Workshops – Customized sessions for you or your staff.

• Automation & Integration – Sync your accounting with business systems (e.g., CRM, payment, invoicing).

🔍 Audits, Reviews & Compliance

• Financial Statement Reviews – Ideal for lenders, investors, and pre-audit preparation.

• Audit Support & Reporting – Coordination with your external audit team and documentation assistance.

• Sales Tax & Payroll Tax Filings – Periodic remittances and expert compliance management.

🎯 Advisory Extras

• Succession & Exit Planning – Prepare your business structure for smooth exit or transition.

• Nonprofit & Fund Accounting – Chart of accounts setup, grant tracking, donor fund accounting, and Form 990 prep.