Basic Services

• Bank & Credit Card Reconciliation

• Proper Recording & Categorizing of all financial transactions.

• Payroll & Payroll Tax Filing

• Sales Tax Return

• Contractor Filings (1099)

• Year End Tax Packet Preparation

Fractional CFO Services

• Monthly Financial Report

• Custom Reporting

• Cashflow 

• Forecasting & Budgeting

• Cost Accounting

• KPI Setup & Ongoing Monitoring

• Annual Business Review

Additional Financial Services

• QuickBooks Setup & Training

• Financial Clean Up

• Bank & Financial Audit Prep

• Business Valuation

• Tax Planning & Preparation 

• Compliance  

Other Services

• Notary

• Contract Review

• Record Keeping - Electronic & Physical

• Administrative Support