Our Accounting Services

Simplified, Transparent Accounting Solutions
Know the cost upfront with no hidden fees, offering clarity and peace of mind.
Comprehensive Accounting Services
From bill payments to complete financial statement preparation, we handle all your accounting needs, giving you full financial control and eliminating stress.
After-the-Fact Accounting

Simplified, Transparent Accounting Solutions
Know the cost upfront with no hidden fees, offering clarity and peace of mind.
Comprehensive Accounting Services
From bill payments to complete financial statement preparation, we handle all your accounting needs, giving you full financial control and eliminating stress.
After-the-Fact Accounting Support
We work alongside your in-house team to manage monthly accounting tasks, integrating seamlessly with advanced accounting systems for precise and reliable reports.
Accounting System Monitoring
We provide regular checks of your accounting system on a monthly, quarterly, or semi-annual basis to ensure operational efficiency and financial accuracy.
End-to-End Payroll Services
Our expert payroll processing ensures timely, accurate payments while maintaining compliance with tax and employment regulations.
QuickBooks Training for Teams
Get certified QuickBooks training to equip your team with the skills needed to manage finances efficiently using QuickBooks.
Outsourced CFO Services
Our outsourced CFO services deliver strategic financial guidance, budgeting, forecasting, and performance analysis to steer your business toward success.
Your Part-Time Executive Team Member
We function as a trusted extension of your leadership team, providing tailored financial oversight to drive business growth.

LLC Taxation Services
Tailored tax planning and compliance for LLCs, ensuring optimal structure and maximizing tax benefits.
Quarterly Estimated Tax Assistance
Help with calculating and filing quarterly tax payments to stay compliant and avoid penalties.
Private Equity Fund Tax & Accounting
Expert tax and accounting services for private equ

LLC Taxation Services
Tailored tax planning and compliance for LLCs, ensuring optimal structure and maximizing tax benefits.
Quarterly Estimated Tax Assistance
Help with calculating and filing quarterly tax payments to stay compliant and avoid penalties.
Private Equity Fund Tax & Accounting
Expert tax and accounting services for private equity funds, ensuring accurate financial reporting and regulatory compliance.
Tax Settlement Services – Offer in Compromise
Assistance in negotiating with the IRS to settle tax debts and reduce liabilities through an Offer in Compromise.
Equity Compensation Tax Strategies (RSU/ISO/NSO/ESPP)
Customized tax strategies to manage equity compensation, including RSUs, ISOs, NSOs, and ESPPs, to minimize your tax impact.
Multi-State Taxation Solutions
Expert guidance for navigating multi-state tax issues, ensuring compliance and tax efficiency across states.
Back Office Accounting Services
Comprehensive back-office accounting support, from financial reporting to data entry and general ledger management.
Real Estate Accounting Services
Specialized accounting for real estate investors, including tax planning, property management, and detailed financial reporting.
Capital Gains Tax Strategies
Strategic planning to reduce capital gains taxes for both individuals and businesses, covering both short-term and long-term gains.

Business Plan Creation & Review
Expert assistance in crafting and reviewing comprehensive business plans to provide a clear roadmap for success, attract investors, and guide daily operations.
Accounting Technology Solutions
Tailored accounting technology services, including software implementation and system design, to optimize financial p

Business Plan Creation & Review
Expert assistance in crafting and reviewing comprehensive business plans to provide a clear roadmap for success, attract investors, and guide daily operations.
Accounting Technology Solutions
Tailored accounting technology services, including software implementation and system design, to optimize financial processes and enhance operational efficiency.
Personalized Tax Strategy Development
Customized tax strategy planning to reduce liabilities and maximize tax benefits for both individuals and businesses.
Business Entity Formation Guidance
Professional advice on selecting the ideal legal structure for your business—LLCs, S-corps, C-corps, or partnerships—ensuring tax efficiency and legal protection.
Partnership Agreement Drafting
Skilled drafting of partnership agreements to clearly define roles, responsibilities, and financial arrangements between business partners.
Promissory Note Creation & Review
Preparation and review of legally binding promissory notes to ensure transparent loan terms and repayment conditions.
Comprehensive Operating Agreement Drafting
Expert drafting of operating agreements for LLCs to establish clear governance, financial terms, and dispute resolution procedures.
EIN Setup Services
Streamlined setup of your Employer Identification Number (EIN), a crucial step for tax compliance and smooth business operations.