Accounting & Tax Solutions
Business Incorporations
- Guide in selecting the right business structure and handling all aspects of the formation process, including filing articles of incorporation and creating bylaws or operating agreements.
- Legal Compliance to ensure adherence to state and federal incorporation regulations.
- Securing a Federal Tax Identification Number (EIN) for the new entity.
- Strategic tax planning advice to optimize tax obligations and benefits under the chosen business structure.
- Provide continuous assistance with filings and corporate records.
Bookkeeping Solutions
- Customized chart of account to match your business needs.
- Dedicated bookkeeping expert.
- Meticulous maintenance of financial records.
- Regular provision of financial reports, including Profit & Loss Statements, Balance Sheets, and Statements of Cash Flows.
- Reconciliations.
- Tax-ready financials.
- Proficient management and integration of accounting software to streamline financial operations and enhance data accuracy.
Tax Planning and Filing
- Tax Filing Accuracy by Ensuring precise and timely submission of tax returns for individuals and businesses, leveraging deep knowledge of tax codes to maximize benefits.
- Strategic Tax Planning: Analyze financial profiles to develop year-round strategies that minimize liabilities and optimize tax efficiency.
- Proactive Advisory by providing forward-thinking advice to anticipate and plan for potential tax impacts from business or personal financial decisions.
- Monitoring and interpreting regulatory changes to maintain compliance and adapt tax strategies accordingly.
Business Solutions
Fractional CFO
- Strategic financial guidance to drive business growth and improve profitability.
- Expert oversight of cash flow management, financial planning, and analysis.
- Customized financial reporting and metrics for informed decision-making.
- In-depth operational analysis to identify cost-saving opportunities and efficiency gains.
- Development and refinement of internal control systems to enhance financial accuracy and accountability.
- Executive-level insight into market trends and competitive landscape for strategic positioning.
Business Advisory
- Strategic Planning: Offer insights and guidance on business strategy, market expansion, and operational efficiency to drive sustainable growth.
- Performance Management: Implement performance measurement tools and processes to enhance productivity and profitability.
- Risk Advisory: Assess potential risks, from financial to operational, and develop strategies to mitigate them, ensuring business resilience.
- Change Implementation: Assist in managing and navigating through change, from restructuring to technology adoption, to optimize business processes.
Tailor made
- Legal assistance facilitated through specialized partners to protect small businesses and guarantee compliance with regulations.
- Human resources expertise provided by our partners, including recruitment strategies, employee relations, and compliance with labor laws.
- Enhanced functionality with add-on services through a network of vetted providers for seamless payroll, IT support, and marketing services.
- Expert business advisory accessed via our partnership channels, delivering insights on market trends, strategic direction, and business growth opportunities.