Outsource CFO


Financial Statement preparation for small business clients is a long-standing service of this firm. Depending on the client's needs, monthly, quarterly and year-end balance sheet and detailed operating statements can be prepared and analyzed on a timely basis. The state-of-the-art accounting software used in our office can provide helpful comparisons and calculations for effective, practical business analysis. 

Providing financial information to our clients in a timely and accurate manner is a commitment that we feel cannot be compromised. Meaningful, well-organized financial records ensure that your business operations will run more efficiently on a daily basis. Our firm provides a full range of cost-effective accounting services including the following: General ledger & financial statement preparation, Quickbooks Online Bookkeeping (Monthly/Quarterly/Annual) Accounting system setup for new businesses, Computerized payroll services for corporations, Corporate tax return preparation (Sales & Use/Business Property), Personal financial statements. 

Business Entity Selection: 

Choosing the form of entity of your business (e.g. "S" corporation, sole proprietor, limited liability company) is a crucial decision that can have longstanding tax implications, positive or negative. Small business bookkeeping and taxes are the perfect formulate to optimize your tax implications. We can assist you in evaluating the pros and cons of each entity type to help you determine the most advantageous form of business for your company. 

Business Valuations:

We specialize in a multi-dimensional approach to valuing small business for purchase or sale. We also value businesses for buy-sell agreements and for insurance purposes. In order to provide the best of us, we must perform your bookkeeping services and corporate tax returns for at least a year so we can ensure proper compliance and categorization. Please book an appointment to have a detail consultation on your business needs.