WHAT CAN WE HELP YOU WITH?
We have an array of services including professional accounting, tax preparation & planning and business coaching to help business owners reach their goals. We have over 15 years of industry experience working with large U.S. banks, hedge funds, private equity firms and small to medium-sized businesses. We can help you manage your company’s books, maximize tax deductions and increase profitability.
FINANCIAL ACCOUNTING & REPORTING
Well-organized financial records that can be the basis for informed decisions. We review and update your records for monthly, quarterly, and annual reports
TAX COMPLIANCE & PLANNING
Business and individual tax compliance. Proactive tax planning will ensure your business benefits from every applicable tax deduction and maximize your tax refund
BUSINESS CONSULTING & ADVISORY
We help you identify the most important performance indicators to facilitate your business' future growth and profitability
YOUR BUSINESS NEEDS TO STAY DYNAMIC IN A COMPLEX ECOSYSTEM
Financial Accounting & Reporting
- General Bookkeeping
- Monthly, quarterly, and annual financial reporting statements
- Bank Reconciliation
- General Ledger Review
- Record-keeping
- Payroll
- Budgeting & Forecasting
Tax Compliance & Planning
- Tax return preparation
- Income tax planning
- Multi-state tax planning
- Estate and gift tax planning
- Form of ownership and employee benefits tax planning
- Assistance in the selection of accounting methods, legal organization and financial reporting
Business Consulting & Advisory
- Management advisory services
- Business consulting
- Business valuation (including 409A valuation)
- Operational decision-making
- Performance improvement
- Key performance indicator (KPI) analysis
- Quickbooks on-boarding & training