Services

Accounting

We offer comprehensive Accounting Services to help businesses stay organized, compliant, and financially sound. Our team of experienced and dedicated accountants understands the unique needs and challenges of businesses across various industries. Whether you're a small startup or an established company, our services are designed to cater to your specific requirements.

Our Accounting Services encompass a wide range of areas, including outsourced services for everything from monthly financial statements to day-to-day services such as banking, accounts payable/receivable, employee expenses, management reporting and statutory reporting and tax or audit readiness.

• Controller-level compliance & reporting

• In addition to providing day-to-day accounting support, we provide substantial and meaningful insights and timely reporting to drive strategic decision-making and ensure scalable success.

Services to Help You Grow

Payroll

Our Payroll Services are designed to streamline and simplify the payroll management process for businesses of all sizes. Our dedicated team of payroll experts understand the importance of accuracy, timeliness, and compliance when it comes to managing employee compensation, onboarding, timely payroll processing, federal and state tax payments and tax form filings, and managing employee tax and benefit withholdings.

• Assistance with implementing an online payroll solution that best fits your needs

• Tracking Contractor payments for year-end 1099 reporting

• Providing general HR solutions as needed

• Quarterly TWC state and Form 941 federal tax filings

• Annual Form 940 federal tax filing

FP&A

Our experienced team offers a wide range of Forecasting, Planning and Analytics services designed to empower businesses. The team works with you to uncover the financial insights you need to move forward strategically.

• Forecasting - Projects ongoing performance, identifies addressable strengths and weaknesses and builds a measurable action plan.

• Planning - Develop structured reporting to provide insight for ongoing performance and track against clear metrics and benchmarks.

• Analytics - Provide regular analytics for clarity around what’s driving business performance, and the impact of alternative choices.

Consulting

Our Virtual CFO & Consulting Services, are designed to provide comprehensive financial guidance and strategic consulting to businesses of all sizes. Our team of experienced financial professionals acts as a virtual Chief Financial Officer (CFO), delivering expert financial insights and analysis to help you make informed business decisions. We understand that every company has unique financial needs, which is why our services are tailored to suit your specific requirements.

Our virtual services encompass a wide range of financial management tasks, including budgeting, forecasting, cash flow management, financial reporting, and analysis. We work closely with you to gain a deep understanding of your business operations, enabling us to develop effective financial strategies aligned with your goals. With our expertise, you can optimize your financial performance, identify areas of improvement, and implement strategies for sustainable growth.

Key performance indicators for CFOs:

• Financial statements & reports

• AR & AP insights

• Cash & payments management

• Intuitive dashboards & KPI tracking

• Revenue & spending reports

• Vendor and employee expense management