We provide bookkeeping, accounting, cash flow planning and tax planning services that allows YOU to have the peace of mind that you have the right expertise involved in your business. We help you understand the value in the numbers and plan for the future.
Want to pay yourself consistently, invest in your business, fund your retirement, build up savings, save for your kids college; we will help you understand your cash flow and to make decisions to get you where you want to be! Having a partner that understands your goals and is actively working with you to achieve them will get you further then doing it alone.
Our service goes beyond delivering accurate and timely financial statements for informed decision-making; we add value by explaining and interpreting this data for you. This empowers you to "know the numbers" before making impactful decisions. Considering hiring a new employee, expanding services, or purchasing machinery? Let's discuss and crunch the numbers together. We're committed to collaborating with you to make the best possible decisions for your business.
Our services offer you peace of mind, ensuring that all your financial compliance needs are monitored and managed by a team that recognizes the importance of getting it right. Tax compliance should be the least of your worry when running a business and when it becomes a drain on your energy you are not able to focus on your business, that's where we come in!
Our CORE services provide monthly bookkeeping and tax planning for when you are ready to take something off your plate. This includes regular meetings to help ensure you understand the numbers behind your business.
CFO Lite blends the roles of a controller and a CFO, offering you a transparent overview of your business, cash flow forecasting, custom KPIs, and assistance/accountability in achieving financial objectives through Pay, Profit, Retirement Contributions, and Savings.
We build on our CORE services and ensure you have a finance team member to help you make informed decisions and steer your business in the right direction.
A CFO in a small or midsize business usually wears many different hats. Our main goal is your success so if we do not have a combination of services listed that you need then let's meet for coffee, have an online meeting or phone call to help figure that out. We can tailor our services to what you need with our pledge to only provide business accounting services and advisory that adds value to your business.
We don't limit your access to us and don't charge extra for questions. We want you to reach out when you have questions about your business, accounting or taxes. We'll be upfront if you need us to do something outside the scope of your current services so there are no surprise billings or we'll dive right in and help out because it is already included.
We can prepare and file your taxes or work with your current tax preparer. Whether we prepare/file your taxes or not, we are your finance/accounting team and we are here to help answer the tough and confusing questions!
479-337-7285
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