We'll handle the bookkeeping and financial reporting, giving you back time to focus on your business and removing the stress of dealing with all those numbers! With clear financials, we can predict your cashflow!
Financial planning and analysis to help you make smarter spending decisions! We'll measure what matters most to help you achieve your goals
We'll remove the mystery of how much you owe the IRS or State, regularly planning to legally and ethically minimize your tax bills
When it's time to grow, we can discuss services, go-to-market strategies, pricing, and more.
Need to raise capital? We can help with securing a loan, line of credit, or investment to fund your growth.
Transaction categorization and monthly bank reconciliations. We'll keep an eye on cashflow.
Profit and Loss, Balance Sheet, and Statement of Cashflow reporting.
Tax savings strategies to ensure you are legally avoiding as much tax as possible.
Tracking the CORE Four: Revenue, Gross Profit, Net Profit, and Cash - Forecasting the future
If you have questions, we have answers. Email the team and we will get back to you fast.
Business and Individual income tax preparation by a licensed EA or CPA.
Financial Statement Analysis, Cash Flow forecasting, Budget and Profit Planning, and Executive-level support.
Bookkeeping for growing businesses with employees, contractors, AR/AP, and more complicated books.
Bookkeeping for freelancers, solopreneur, and businesses just getting started. Get the financial clarity you need.
How to start strong or level-up your business.
CPAs report outward to third parties, while Private Accountants are focused inward on the business itself.
Certified Public Accountants are licensed professionals who specialize in Audit, Attestation, and Compliance. The CPA license grants the ability to sign audited financial statements necessary for submission to the SEC, financial institutions, or other regulatory entities.
Also called Management Accountants, Private Accountants serve the business with only its best interest in mind, often in a fiduciary capacity. The Private Accountant is focused on helping the company thrive and grow by managing all business finances in the areas of Sales, Operations, and of course, Accounting. A good Private Accountant can also serve as a project manager for the business, helping launch new products/services, build pricing models, and establish Go-to-Market strategies.
This Private Accountant can also obtain a loan (mortgage, SBA, etc.), represent you before the IRS or State Tax Authorities, and even Broker the sale or acquisition of a business.
Income Statement (Profit and Loss Statement)
Documents total revenue, cost of earning the revenue, fixed business expenses, accounts for taxes, and reports profit.
Tracks the Assets, Equities, and Liabilities of the company.
Statement of Cash Flow
Not all movement of money is captured on the Income Statement. The Statement of Cash Flow will tell you why your topline revenue and profit are different. In addition to expenses, the Statement of Cash Flow will capture investments, loans, and interest not on the P&L. As they say, "Cash Flow to Grow!"
The IRS and State Tax Authorities can be intimidating but Enrolled Agents, CPAs, and Attorneys are admitted to represent taxpayers.
We can represent you before the tax authorities and negotiate the best resolution on your behalf. Some of those options being:
LLC and S Corp are some of the most common terms in small business consulting. LLC, or Limited Liability Company, is the most common legal entity type for businesses in the US and is registered with your State Department of Corporations or Secretary of State.
S Corporation is a Federal Tax Classification. (Not to be confused with "Corporation", a legal entity type registered with a state.) The "S" in S Corp refers to Subchapter S of the tax code, a set of special tax rules for small businesses, which an LLC or Corporation can elect.
The owner(s) of an LLC may elect S Corp taxation to legally avoid Self-Employment Tax or preserve their Qualified Business Income Deduction.
The Stockholders of a Corporation may elect S Corp treatment to avoid double taxation, the situation where Corporate profits are taxed, then taxed again at the personal level when profits are taken as dividends.
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