CFO Services

	If you need financial management and guidance, but aren't ready to hire a full time CFO, we can help you build sustainable profitability for a few days a month.
	Monthly Financial statements - accurate, timely in house preparation Monthly budget-to-actual reports - in house preparation Ongoing availability for accounting staff questions and support Forecasts of income and expenses Management reports - in house preparation Recommendations for specific improvement and growth Payroll and sales tax - reporting and filing

Tax Preparation

	Preparation of Federal, State, and Local tax returns for Individual, Corporations, Partnerships, LLC's (Limited Liability Companies), and other organizations.
	Preparation of Federal, States and Local tax returns Individuals Businesses - S-Corporations, C-Corporations, Partnerships and LLC's Calculation of Safe Harbor estimated quarterly tax payments Preparation of projections to analyze information for some tax planning. Preparation of Safe Harbor estimates.

Quickbooks

	Installation, Training and Ongoing support of QuickBooks software. We are certified Professional Advisors for QuickBooks.
	Training, both one-on-one and classroom Installation and setup Training, both one-on-one and classroom Installation and setup of accounting software Customize Chart of Accounts and Reports Prepare Budgets Ongoing Support.

Bookkeeping

	As a small business owner you have more important things to do than to keep your own books. We take care of your accounting for you, so you can get back to job of running your business. We customized our service towards your needs. These tasks form the foundation for a solid accounting systems to provide the information to run a profitable business.
	Accounting software setup and training Customize Charts of Accounts and reports Prepare Budgets Ongoing Support Daily, Weekly, Monthly or Quarterly data entering Bank and Credit Card Reconciliation General Ledger Accounts Payable and Accounts Receivable Invoicing and Billing Payroll and Quarterly and Annual reporting Excellence, Consistency, Confidentiality, Flexibility, and Trust

Business Plan Development

	We can give you credible financial projections with a clear story for venture funding. Professional investors know the difference.
	Well designed, defensible financial model to demonstrate liability of business model to outside investors Upgrade from relying on "spreadsheet experts" to top financial advice focusing on your unique business model

Financial Management Assessments

	We bring enormous value to help with existing financial office staff, "problem" reports and lack of critical information. Your deliverables include:
	Draft of action plan to correct problem and suggest next steps Determination of whether management expectations are realistic Identification of problem cause: internal system, organizational skills, or procedural interface Final action plan