Specialized services customized to your unique business
Bookkeeping and outsourced accounting
Your time is best spent growing your organization, not buried in spreadsheets. We provide tailored bookkeeping and outsourced accounting solutions to help businesses, nonprofits, private foundations, fund managers, and high net worth individuals manage operations and finances more efficiently. Our team works as an extension of yours, offering flexible support to match your pace, goals, and reporting needs.
We offer a full range of support, including:
- Accounts payable, accounts receivable, and payroll processing
- Complete financial close on a client-selected cycle
- Automated processes using various software tools for increased quality and effectiveness
- Online vendor payment and customer receipt systems
- Timely, accurate financial reporting
- General ledger maintenance
- 1099 preparation and management
- Dedicated account manager and supporting team
- Responsive, friendly support
Fractional CFO and advisory
When your business is growing or evolving, having the right financial leadership can make all the difference. Our fractional CFO and advisory services provide experienced, high-level financial guidance without the commitment of a full-time hire.
We provide expert guidance in:
- Financial planning and forecasting
- Budget development and oversight
- Cash flow analysis and management
- Strategic growth planning
- Investor and board reporting
- KPI and performance dashboards
- Operational process improvement
- Transaction readiness and due diligence support
Audit and assurance
Timely, accurate financial statements are essential, not just for compliance, but for stakeholder confidence. Our audit and assurance services are structured to deliver clarity without disruption. We bring a proactive, efficient approach that keeps your timeline on track and your leadership team informed every step of the way.
You’ll benefit from:
- Industry-informed audit planning
- Clear timelines and transparent communication
- A team focused on your organization’s unique risks and opportunities
- Streamlined post-audit wrap-up
- Strong collaboration with your internal team
Tax
Today’s tax landscape is more complex than ever. We help you stay compliant while uncovering opportunities to reduce your burden and keep more of what you earn. Our team reviews your recent returns for missed refund opportunities, builds a forward-looking strategy, and supports individuals, businesses, and nonprofits alike with personalized guidance.
Areas we support:
- Income tax preparation
- Tax planning and projections
- Estate and succession planning
- Inheritance tax return preparation
- Extensions and estimated payments
- Multi-entity and multi-jurisdictional compliance
- IRS and state tax notice response and resolution
- Coordination with legal and financial advisors