SERVICES

We provide accounting, tax, fractional CFO, and consulting services for individuals and small businesses in the United States and Puerto Rico. We focus on delivering practical and personalized solutions tailored to each client's needs.

Fractional CFO and Advisory Services

Ongoing financial leadership and strategic advisory support for small businesses, including:

Outsourcing solutions for your business operations
Financial reporting review and interpretation
Budget preparation and variance analysis
Cash flow monitoring and forecasting
KPI development and performance monitoring
Internal Controls and financial process improvement advisory

Consulting Services*

Project-based financial and operational advisory support provided on a defined scope, including:

Business process evaluation and improvement
Financial or operational assessments
Cost structure or pricing analysis
Accounting systems review or implementation support
Books cleanup or transition projects
Support for specific business or compliance initiatives

*Consulting Services are provided on a defined-scope, project basis.

Accounting and Taxes

Day-to-day accounting and tax compliance support for individuals and businesses, including:

Bookkeeping and Accounting Support
Account Reconciliations
Internal Use Financial Statements and Reports
Tax Return Preparation (Individual and Business)
Tax Planning and Estimated Tax Support
IRS and State Tax Notice Assistance

Business Startup Support

Support for new and early-stage businesses, including:

Entity type guidance (tax considerations only)
Initital tax registration and compliance setup
Accounting system setup and chart of accounts design
Bookkeeping workflow and recordkeeping setup