SERVICES
We provide accounting, tax, fractional CFO advisory, and consulting services for individuals and small businesses in the United States and Puerto Rico. Our focus is on delivering practical customized solutions to support tax compliance and informed decision-making tailored to each client's needs.
Fractional CFO and Advisory Services
Ongoing financial leadership and strategic advisory support for small businesses, including:
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Financial reporting review and interpretation
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Budget preparation and variance analysis
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Cash flow monitoring and forecasting
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KPI development and performance monitoring
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Internal Controls and financial process improvement advisory
Project-based financial and operational advisory support provided on a defined scope, including:
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Business process evaluation and improvement
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Financial or operational assessments
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Cost structure or pricing analysis
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Accounting systems review or implementation support
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Books cleanup or transition projects
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Support for specific business or compliance initiatives
*Consulting Services are provided on a defined-scope, project basis.
Ongoing accounting and tax support on compliance, correction of records, and the reliability of financial information for individuals and small businesses, including:
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Books Cleanup & Catch-Up Services
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Ongoing accounting support and maintenance of financial records
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Account reconciliations
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Financial statements and reports for internal management use only
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Tax Return Preparation (individual and business)
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Tax Planning and support with estimated tax payments
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Assistance with IRS and state agency notices
Business Startup Support
Support for new and early-stage businesses, including:
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Entity type guidance (tax considerations only)
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Initital tax registration and compliance setup
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Accounting system setup and chart of accounts design
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Bookkeeping workflow and recordkeeping setup