Financial Solutions

We offer a variety of services designed to help large and small businesses and individuals.

Whether you need financial statement clean-up, accounting set-up, software integration or training, we can provide solutions to help. We are QuickBooks & Xero Accounting Software Certified.

Part-Time CFO/Controller Services

Growing businesses often reach a point where they need professional financial advice, but can’t afford a full-time CFO or Controller. Our Part-Time CFO service gives you a professional financial manager who works with you to help guide your business to success. A full-time Controller can cost over $100,000 per year. Part-Time Controller services provide you with experienced support at a fraction of the cost.

Corporate Financial Audits and Assessments

We can perform independent financial reviews of your company or review the overall financial health of your business. Pricing and timing depends on scope and breadth. We will be able to easily assess areas where you can save money, leverage cash, and show more profit.

Corporate and Individual Tax Preparation

We have certified tax preparers that can review your financial statements and advise you of tax planning measures prior to processing your tax returns.

Accounting Consulting Quickbooks and Xero 

We provide a variety of services, including traditional accounting, tax planning and preparation and reconciliations.
Here are some fantastic tax links
Where’s My Refund? Check the status of your refund by going to https://www.irs.gov/Refunds

Direct Pay. Use the IRS Direct Pay link https://www.irs.gov/Payments/Direct-Pay to pay your tax bill online directly from your checking or savings account.

You can also use this tools with the IRS2Go mobile app. Go to https://www.irs.gov/uac/IRS2GoApp for more information

If you cannot afford to pay your tax bill, go to the Online Payment Agreement https://www.irs.gov/Individuals/Online-Payment-Agreement-Application to sign-up for monthly payments.

Wondering what your withholdings should be? Go to the Withholding Calculator https://apps.irs.gov/app/withholdingcalculator/ to determine the correct account. Fill out Form W-4 https://www.irs.gov/pub/irs-pdf/fw4.pdf and submit to your employer to make the change.


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