Accounting & Finance Advisors

Our Services

Finance support for your growing business

Our Services


accounting-budget-calculate-3305.jpg

BOOKKEEPING

Managing your day to day accounting tasks so you can focus on managing your business.

Services include, but not limited to:

  • Accounts Payable - invoice entry and bill payments; categorization of credit card charges

  • Accounts Receivable - customer invoicing, receiving payments and collection management where necessary

  • Bank & Credit Card reconciliations


cameras-composition-computer-1483937.jpg

PAYROLL & BENEFITS

Helping you manage your day to day payroll processing needs as well as benefits administration and HR support.

Services include, but not limited to:

  • Processing of regular payroll and benefits

  • Payroll Tax and related returns

  • Annual W-2 filings

  • Annual 1099-MISC filings


accounting-analytics-balance-209224.jpg

TAX & COMPLIANCE

Let us take away your stress of dealing with the multitude of local, state and federal tax and regulatory agencies.

Services include, but not limited to:

  • Sales Tax - monthly reconciliation and filing of returns

  • Federal Income Tax - Annual return preparation and management of estimated taxes where necessary

  • State Income Tax - Annual return preparation and management of estimated taxes where necessary

  • Compliance - activities such a filing of information returns, business license renewals, etc


accounting-business-close-up-1418347.jpg

ACCOUNTING

Keeping you armed with accurate and relevant knowledge about your business performance. All monthly financial statements and reconciliations are prepared to an “audit level” standard.

Services include, but not limited to:

  • Monthly reconciliation of all Balance Sheet accounts, excluding Bank and Credit Cards (which are covered under bookkeeping)

  • Monthly Standard Financial Statement preparation including commentary

  • Inventory - ensuring inventory is accurate and costed properly


accounting-achievement-aerial-1043506.jpg

STRATEGY & PLANNING

It’s important to look forward! We are here to help you plan for your future.

Services include, but not limited to:

  • Budget preparation and monitoring

  • Long term strategic plans

  • Cash flow management

  • Financial modeling for “what-if” scenarios


bank-banking-close-up-1020313.jpg

CFO SERVICES

Our CFO services are there for when you need senior level finance support.

Services include, but not limited to:

  • Executive / Board reporting including attendance at meetings when needed

  • Preparation of reporting packages for potential investors and/or lenders

  • Cap Table management

  • Liaison with other key contacts as needed such as lawyers, auditors, etc