1(423) 991-1234

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    our services

    We provide a range of services from comprehensive strategic leadership to administrative support.

    Fractional CFO

    Expert financial strategy and insights—on demand. Grow faster with a Fractional CFO.

    Managerial Accounting

    Enhance financial clarity and control with expert managerial accounting and controller services.

    Administrative Accounting

    Administrative accounting handling daily tasks, including AR and AP for seamless operations.

    Payroll

    Professional payroll processing, on / off-boarding—ensuring accuracy, compliance,
    and employee satisfaction.

    Tax Management

    Comprehensive tax management services ensuring compliance, optimization, and minimizing liabilities for your business.

    Business Planning

    Strategic business startup planning to launch strong, minimize risk, and accelerate
    early-stage growth.

    Bookkeeping

    Accurate, organized bookkeeping that simplifies finances and support smarter business decisions every day.

    Operations Consulting

    Streamline processes and enhance efficiency with expert operations consulting tailored to your business.

    about us

    Experienced. Tested. Proven.

    Knowledge Leveraged Is Power

    Small companies often outgrow their accounting operations or underestimate the complexities of comprehensive finance and accounting processes necessary to sustain growth. Decades of experience in various roles contribute to valuable insight and guidance to help businesses navigate challenges to success.

    our skills

    Financial Modeling

    Project Costing

    Accounting Operations

    Stand Up Services

    Business Planning

    Forensic Accounting

    Growth Consulting

    Succession Planning

    Frequently Asked Questions

    What if a family member does my bookkeeping?

    While it’s great that you have a trusted family member helping with your bookkeeping, there are a few important factors to consider. Bookkeeping requires more than just data entry — it involves accuracy, attention to detail, and a strong understanding of financial regulations. Without proper training, even the most well-meaning family member could overlook crucial details or make errors that could lead to tax issues or missed opportunities for your business.

    What’s the difference between bookkeeping and accounting?

    Bookkeeping is the process of recording day-to-day financial transactions — like sales, expenses, bank deposits, and payroll. It’s about keeping accurate and organized financial records.

    Accounting, on the other hand, takes those records and turns them into insightful reports — like profit & loss statements, cash flow analysis, and balance sheets. It also involves interpreting the numbers, ensuring compliance, and helping you make strategic financial decisions..

    How do payroll services work, and what do you handle?

    Our payroll services simplify the entire payroll process, ensuring your team is paid accurately and on time while keeping you compliant with tax laws. We handle everything from calculating employee pay (including salary, hourly wages, bonuses, and commissions) to filing and remitting payroll taxes at the federal, state, and local levels. This includes processing direct deposits, providing pay stubs, handling year-end forms like W-2s and 1099s, and managing new hire reporting. We also take care of quarterly and annual payroll tax filings. You just submit timesheets or salary changes, and we handle the rest — allowing you to focus on growing your business while we ensure your payroll is accurate, timely, and compliant.

    What’s included in your monthly service packages, and how much do they cost?

    Our monthly service packages are designed to grow with your business and give you peace of mind that your finances are accurate, timely, and actionable. Each tier includes core services, with optional add-ons based on your needs.