Your Financial Partner

Our Solutions

CFO Services

CFO services tailored to your needs
Whether you need a Fractional, Interim, or Contract CFO, I provide financial leadership and insight to help you make informed decisions and drive sustainable growth.

CFO Services Include:

• Financial reporting and analysis

• Budgeting and forecasting

• Strategic financial planning

• Compliance and risk management

• Cash flow and working capital management

• Financial systems management

• Mergers and acquisitions support

• Business performance metrics

• Strategic decision-making support

• Operational efficiency and cost management

• Investor relations and stakeholder communications

• Financial team oversight and leadership

Ready to take your financial strategy to the next level? Schedule a Free Consultation
Prefer email? Get in touch here

Bookkeeping Services

Packages are tailored to your needs.
We offer monthly, catch-up, and cleanup bookkeeping services designed to meet you where you are—whether you're just starting out or getting back on track.

Basic Bookkeeping Services:

• Trial balance setup

• Transaction categorization

• Bank and credit card reconciliations

• Monthly financial reporting

Add-On Services:

• Accounts payable and receivable

• Payment processing

• Payroll support

• Select regulatory filings (sales tax, franchise, property, etc.)

Need reliable bookkeeping? Schedule a Free Consultation
Prefer email? Get in touch here

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Tax Preparation Services

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We offer professional tax preparation for individuals and businesses — with fixed pricing based on the form and complexity, so there are no surprises. Every return includes e-filing at no extra cost, along with IRS audit and notice protection for added peace of mind. Whether you're filing a simple 1040 or a complex business return, I make the process easy and accurate—so you can move forward with confidence.

• Individual Tax Returns (Form 1040 and related schedules)

• Partnership Returns (Form 1065)

• Corporate Returns (Forms 1120, 1120S)

• Tax Credits and Deductions including EITC (Earned Income Tax Credit)

Ready to get started? Schedule a Free Consultation
Prefer email? Get in touch here

Our Onboarding Process

We try and make the onboarding process as simple as possible.

We schedule a short discovery call to get to know one another and what the particular needs are.

We will provide you with a quote. If this is acceptable we require written acceptance via email.

We will prepare an engagement letter that you would need to sign and return. This letter will detail responsibilities and cost of our services.

We will schedule a call in which we discuss communication, workflows, processes, software, tools etc.

We are good to go and will tackle the task.

At the end of the task/period we will schedule a call with you to discuss the results, findings and any suggestions.

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