Controller/CFO assistance and consulting

  • Management of finance and accounting infrastructure, including establishing processes and procedures
  • Cash flow management and planning
  • Budgeting and forecasting
  • Financial, business, and strategic planning and implementation
  • Financial statement preparation for yearly financial audit and tax preparation
  • Monthly financial review with management

Accounting Outsourcing

  • Assistance with Accounts Receivable, Accounts Payable, and collections
  • Bank reconciliation
  • Month end closes and account reconciliations
  • Preparation of monthly financial statements


  • Calculate paychecks and payroll taxes for each payroll cycle
  • Prepare payroll checks or submit payroll through direct deposit
  • Assist with paying payroll taxes
  • Preparation and filing quarterly payroll reports
  • Prepare annual W-2s and other payroll reports

Tax Consulting/Compliance – individuals and small businesses

  • Yearly tax filings
  • Consultation on effective tax savings strategies
  • Tax planning and review – on a quarter and/or monthly basis