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SERVICES WE PROVIDE

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VIRTUAL CFO

FULL SERVICE FINANCIAL MANAGEMENT

Expert financial planning and strategies to meet your goals.

I can help provide you the best course of action to get from where you are to where you want to be. 

From QuickBooks setup to ledger maintenance, my accounting services will allow you to focus on the core of your business. 

WHAT'S INCLUDED

 

  • Quickbooks Setup

  • Ledger Maintenance

  • Monthly Reconciliations

  • Monthly Financial Statements

  • Annual 1099 Filings

  • Quarterly Tax Planning

  • Comparative Analysis

  • Monthly Meeting to Discuss Results

Tax Preparation and Consulting

Compliance is Key

Effective planning can help you minimize your tax liability.

Both individuals and businesses can benefit from tax planning.

  • Individual (1040)

  • C-Corporations (1120)

  • S-Corporations (1120S)

  • Partnerships (1065)

Meeting
Business Growth

Year-End Reporting

Enabling Growth

I provide individualized services to help alleviate your financial uncertainty and stress.

What do you want to focus on your business for the next year? The next 5 years? We will walk through the statements together and make a plan for growth.

  • Profit and Loss Statement

  •  Balance Sheet

  •  Statement of Cash Flows

A la Carte Services

What does your business need help with?

  • QuickBooks Setup

  • Invoicing (Accounts Receivable)

  • Expenses (Accounts Payable)

  • 1099-Misc

  • Budget Preparation

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