Comprehensive Financial Services
From day-to-day bookkeeping to strategic tax planning, we provide the financial infrastructure your business needs to scale.
Bookkeeping & Month-End Close
Accurate, timely financial statements delivered every month. We handle the categorization, reconciliation, and reporting so you always know your numbers.
- Monthly P&L and Balance Sheet
- Bank & Credit Card Reconciliation
- Burn Rate Analysis
- Expense Classification
Tax Preparation & filing
Strategic tax planning and compliance for startups. We ensure you maximize R&D credits and file accurate returns on time, every time.
- Federal & State Income Tax
- R&D Tax Credit Calculation
- Sales Tax Compliance
- Quarterly Estimated Payments
Fractional CFO & Advisory
High-level financial strategy to guide your growth. Get the insights of a CFO without the full-time cost.
- Financial Modeling & Forecasting
- Board Meeting Support
- Fundraising Strategy
- Cash Flow Management
Payroll & HR Support
Seamless payroll management integrated with your accounting. We ensure your team gets paid correctly and compliance is maintained.
- Payroll Processing
- Benefits Administration
- Contractor Payments (1099s)
- State Registration Support
Accounts Payable & Receivable
Optimize your cash flow. We manage bill payments and invoicing to keep your operations running smoothly.
- Bill Pay Management
- Invoice Creation & Sending
- Collections Support
- Vendor Management
Need something custom?
We tailor our services to fit your specific business needs and growth stage.