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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. 

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

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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.

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  • Individual (1040)

  • C-Corporations (1120)

  • S-Corporations (1120S)

  • Partnerships (1065)

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Meeting
Business Growth

Year-End Reporting

Enabling Growth

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

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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.

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  • 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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