We offer a comprehensive suite of outsourced financial services, designed to support and optimize your entire finance and accounting department. With a team of experienced professionals, we deliver reliable solutions tailored to your specific business needs, freeing you to focus on what matters most: growth.
Your Success Starts Here
Bookkeeping & Accounting
Let us handle the day-to-day financial details while you stay focused on big-picture strategies. Our team ensures accurate, timely financial reporting, giving you the clarity you need to make informed decisions.
- Financial statement preparation
- Accounts payable and accounts receivable management
- Payroll processing
- General ledger maintenance
- Bank and Balance Sheet accounts reconciliation
- Invoice and expense tracking
- Audit preparation and management
- Financial data entry
- Accounts payable and accounts receivable aging
- Previous Year Catch-up
Fractional CFO & Advisory
Our experienced CFOs work with you to develop financial strategies, optimize cash flow, and plan for scalable growth. Whether you need long-term financial planning or strategic guidance on a specific project, we’re here to help your business make the right moves.
- Fractional Controller/CFO
- Financial statement analysis
- Budgeting and forecasting
- Financial reporting (balance sheet, income statement, cash flow)
- Cash flow management
- Financial ratio analysis
- Compliance reporting
- Accounting process improvement
Tax Preparation & Planning
Effective tax management is essential for businesses to achieve financial stability and minimize risk. We have partnered with Choice Tax Solutions Inc., a trusted provider for tax services, to offer expert tax preparation and planning solutions. Our collaborative approach ensures compliance, identifies potential savings, and actionable insights to inform your financial decisions.
- Corporate Tax Return Preparation (1120,1120S)
- Personal Tax Return Preparation (1040)
- S-Corporation Tax Return Preparation
- Tax Consulting, Planning and Strategy
- Tax Extension Filings
Please note that our services do not include tax preparation or submission. For tax needs, you can rely on your existing CPA firm or consider our referral partner, Choice Tax Solutions Inc., who will handle all tax return preparation and submission.
Automation & Integration
We partner with clients to drive business efficiency through innovative solutions. Our services include integrating leading payables systems, automating manual processes, and implementing the best software applications suitable to your unique needs. The results? Streamlined workflows, reduced errors, improved cash flow management and boosted operational efficiency.
- AR & AP Automation
- Workflow implementation
- Application integration
- Software & Application
