Services

As a Fractional CFO, we provide growing businesses with executive-level financial expertise—without the full-time cost. Whether you're navigating rapid growth, preparing for fundraising, streamlining operations, or simply seeking better financial clarity, we step in as your strategic partner to drive informed decision-making and sustainable success.

• Financial Strategy & Forecasting
  Develop and execute long-term financial plans, budgeting, cash flow forecasting, and scenario modeling tailored to your goals.
   
• Reporting & Analysis
  Create and refine financial reports and dashboards to give you real-time visibility into your business’s performance.
   
• Capital Raising & Investor Relations
  Support your fundraising journey by preparing financial models, pitch decks, and investor-ready materials, and managing communications with stakeholders.
   
• Cash Flow & Working Capital Management
  Optimize cash flow, reduce burn rate, and ensure your business is operating efficiently without jeopardizing growth.
   
• Operational Finance
  Identify cost-saving opportunities, improve financial systems and processes, and align operations with financial objectives.
   
• Exit & M&A Support
  Prepare your business for acquisition, due diligence, or transition with clean books, valuation insights, and transaction support.
   

Flexible. Scalable. Results-Driven.
Engage on a part-time, project-based, or interim basis—whatever fits your current stage. With a fractional CFO, you gain more than a numbers expert; you gain a partner focused on helping you lead with clarity, confidence, and financial precision.

Tax season doesn’t have to be stressful. With our Tax Preparation and Planning Services, you get more than just accurate filings—you get a strategic partner dedicated to helping you reduce tax burdens, stay compliant, and make smart financial decisions year-round.

• Individual & Business Tax Preparation
  Accurate, timely filing of federal, state, and local tax returns for individuals, sole proprietors, partnerships, LLCs, and corporations.
   
• Proactive Tax Planning
  We don’t just file—we plan. Our year-round strategies help you take advantage of deductions, credits, and tax-saving opportunities before it’s too late.
   
• IRS Compliance & Representation
  Ensure full compliance with current tax laws. If issues arise, we’re here to represent you in front of the IRS or state tax authorities with professionalism and expertise.
   
• Self-Employment & Small Business Tax Strategies
  Specialized guidance for freelancers, consultants, and small business owners—including quarterly estimated tax planning, expense tracking, and entity structure optimization.
   
• Retirement & Investment Tax Planning
  Align your investment strategy with your tax goals. We provide guidance on tax-efficient retirement contributions, capital gains management, and estate considerations.
   
• Multi-State & Complex Tax Situations
  Have income in multiple states or complex filing needs? We handle intricate tax scenarios with precision and personalized solutions.
   

Stay focused on growing your business while we handle the numbers. Our Bookkeeping and Payroll Services are designed to give you peace of mind, financial clarity, and full confidence in your back-office operations. We take care of the details—so you can focus on the big picture.

• Day-to-Day Transaction Recording
  Timely and accurate recording of income, expenses, and bank transactions to keep your books clean and up to date.
   
• Bank & Credit Card Reconciliation
  Monthly reconciliation of all accounts to ensure accuracy and identify discrepancies before they become problems.
   
• Accounts Payable & Receivable Tracking
  Stay on top of what’s owed and what’s due. We manage invoicing, payment tracking, and collections with care and efficiency.
   
• Financial Reporting
  Monthly or quarterly financial statements—including balance sheet, income statement, and cash flow reports—delivered with insights you can act on.
   
• General Ledger Cleanup & Catch-Up Services
  Behind on your books? We’ll get you caught up quickly and accurately, no matter how far behind you are.
   

• Employee & Contractor Payroll Processing
  Timely and compliant payroll processing for W-2 employees and 1099 contractors, including direct deposits and paystub delivery.
   
• Tax Filings & Compliance
  Preparation and filing of payroll taxes, W-2s, and 1099s—accurately and on time, every time.
   
• Payroll System Setup & Integration
  Assistance with payroll software setup and integration with your accounting systems to streamline your workflow.
   
• Benefits & Deductions Management
  Track and manage employee benefits, deductions, PTO, and retirement contributions with ease.
   

Professional Support You Can Count On
Whether you’re a startup, an established business, or a solopreneur, our bookkeeping and payroll solutions are tailored to fit your needs—scalable, dependable, and always compliant.