Services

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Fractional CFO Services

Need executive-level financial insights without the full-time commitment? Our fractional CFO services provide the strategic guidance your business needs to navigate challenges and seize opportunities.

Monthly Bookkeeping

Stay organized and financially sound with our monthly bookkeeping services. From closing your books to advising your staff, we ensure your financial records are accurate and up-to-date.

Business Consulting

Whether facing a specific challenge or looking for long-term financial improvement, our business consulting services offer expert advice to help your business thrive.

Tax Planning & Compliance

Tax season doesn’t have to be a headache. We provide comprehensive tax planning to align with your short- and long-term goals, and tax compliance services to keep you stress-free year after year.

Financial Planning & Budgeting

Need help setting and achieving financial goals? Our financial planning and budgeting services will guide you through creating a solid financial strategy and tracking progress along the way.

Full-Service Accounting

From payroll and bookkeeping to tax compliance and financial analysis, we offer full-service accounting so you can focus on growing your business.

QuickBooks Proficient

We specialize in QuickBooks bookkeeping, ensuring your records are accurate and easy to manage. Let us take care of your bookkeeping so you can focus on what you do best.

Network

I’m also committed to leveraging my professional network to help my clients achieve their financial goals:

Your compass for financial stewardship