Services & OfferingsCOMPREHENSIVE FINANCIAL & BUSINESS MANAGEMENT SERVICES TAILORED TO YOUR UNIQUE BUSINESS NEEDS
As a one-stop shop for all your financial and business management needs, I offer many services to help businesses of all sizes and industries.
meet my processTalk strategy
assess plan
implement success
monitor
01
Virtual CFO Service
The Details
As a virtual CFO, we provide businesses access to an experienced financial executive who can provide expert guidance on all financial matters. We can help you develop financial strategies, create budgets, manage cash flow, and provide financial reporting and analysis.
02
Tax Planning & Services
The Details
We help our clients navigate the complex world of tax planning, minimizing their tax liability and ensuring compliance with all applicable tax laws and regulations. We work with you to develop a tax strategy that aligns with your business goals and helps you achieve long-term success.
We provide comprehensive tax services, including tax preparation and filing, tax planning, and representation in front of tax authorities. We help businesses of all sizes and industries stay compliant with tax laws and regulations, maximizing their tax savings and avoiding costly penalties.
03
Business Formation & Registration
The Details
We help entrepreneurs register their new businesses with the appropriate government agencies and obtain all necessary licenses and permits. We can also advise on your situation's most advantageous business structure, whether it be a sole proprietorship, partnership, LLC, or corporation.
Additionally, we assist businesses with renewing their licenses and permits, ensuring they comply with all applicable regulations.
04
Tax & Bookkeeping, Consulting & Advice
The Details
We provide expert consultation and advice on all tax and bookkeeping matters. We can help you stay up-to-date on changing tax laws and regulations and provide guidance on best practices for managing your finances.
We provide comprehensive bookkeeping services, including financial statement preparation, accounts payable and receivable, payroll processing, bank reconciliation, and more. We can help you maintain accurate and up-to-date financial records, providing the insights you need to make informed business decisions.
05
Business Credit
Building Package
The Details
We help businesses build and improve their credit scores, which is crucial for obtaining loans and other forms of financing. We can help you establish credit accounts, monitor your credit score, and provide guidance on improving your creditworthiness.
06
Bookkeeping Software System Support & Training:
The Details
We provide support and training for various bookkeeping software systems, including QuickBooks, Xero, and others. We can help you choose the right software for your business needs, set it up, and provide training on how to use it effectively.
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THE ART AND SCIENCE OF BUSINESS
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