Business Services

We provide complete accounting services for small businesses, including financial statement preparation, account reconciliation, payroll support, and tax compliance. Think of us as your outsourced accounting department.

• Monthly and quarterly financial statements
• Account reconciliation and clean books
• Sales tax compliance
• Coordination with payroll providers

Accurate books are the foundation of every healthy business. Our bookkeeping services keep your records current, organized, and ready for tax time, lending decisions, or investor review.

• Monthly transaction categorization
• Bank and credit card reconciliation
• Accounts payable and receivable tracking
• QuickBooks and cloud-based platform support

Not every business needs a full-time CFO, but every business benefits from CFO-level thinking. Our part-time CFO services give you strategic financial leadership at a fraction of the cost.

• Cash flow forecasting and management
• Financial modeling and scenario planning
• KPI development and reporting
• Support for fundraising and lender negotiations

Whether required by lenders, investors, or regulators, we perform audits, reviews, and compilations with the thoroughness and independence your stakeholders expect.

• GAAP-compliant financial statement audits
• Review engagements for lenders and investors
• Compilation services for internal use
• Non-profit and government entity experience

When financial disputes arise, you need a CPA who can dig into the numbers and tell the story they reveal. Our forensic accounting services support litigation, fraud investigations, and business disputes.

• Fraud detection and investigation
• Litigation support and expert witness services
• Business dispute analysis
• Embezzlement and asset misappropriation cases

Cash flow is the lifeblood of your business. We help you understand, forecast, and optimize your cash position so you always have the resources you need to operate and grow.

• Cash flow forecasting and projections
• Identify cash flow gaps before they happen
• Working capital optimization
• Seasonal planning and management

Securing business financing requires clean financials and a compelling story. We prepare the documentation lenders need and help you present your business in the best possible light.

• Loan package preparation
• Financial statement preparation for lenders
• SBA loan support
• Ongoing lender relationship support

Whether you are buying, selling, or planning for succession, an accurate business valuation is essential. We provide defensible, professionally prepared valuations for a wide range of purposes.

• Buy-sell agreement valuations
• Succession and estate planning valuations
• Litigation and dispute support
• Merger and acquisition due diligence