Our Services
Full-service accounting, tax, and consulting solutions built for small businesses. Whether you need clean monthly books, a proactive tax strategy, or a fractional CFO, we have you covered.
Accounting & Bookkeeping
Accounting & Bookkeeping
Accurate monthly books, financial statements, sales tax filings, and system setup for small businesses, nonprofits, and local governments.
Monthly Bookkeeping Services
Our monthly bookkeeping service covers every aspect of keeping your financial records accurate and up to date. We handle transaction capture, bank and credit card reconciliations, accounts receivable and payable management, month-end closing, and financial statement preparation. We also track 1099 vendor payments throughout the year so you are ready when filing season arrives.
Accounting System Development
We design and implement accounting systems tailored to your business. That includes selecting the right software, building a chart of accounts that matches your operations, configuring workflows for invoicing, bill pay, and payroll, and training your team to use it all confidently. Whether you are starting from scratch or migrating from a system you have outgrown, we make the transition smooth.
Sales Tax Preparation & Filing
Sales tax compliance has become increasingly complex, especially for businesses selling across state lines or online. We prepare and file your sales tax returns on schedule, monitor nexus thresholds, register you in new jurisdictions as needed, and keep you informed of rate changes and rule updates that affect your business.
Budget Development & Review
We help small businesses create realistic, actionable budgets tied to their actual financial performance. Our process includes building annual operating budgets, setting revenue and expense targets, and establishing a regular cadence of variance analysis and forecasting updates. The result is a financial roadmap that helps you manage cash flow, allocate resources, and make confident decisions throughout the year.
Financial Statement Preparation
We prepare professional financial statements including profit and loss statements, balance sheets, and cash flow statements. Depending on your needs, we can provide compilation or review-level reports. Our statements are formatted for clarity and include the detail that lenders, investors, and management teams need to make informed decisions.
Nonprofit Accounting Services
Nonprofits face accounting requirements that differ significantly from for-profit businesses. We provide fund accounting that tracks restricted and unrestricted resources, grant compliance reporting, preparation support for Form 990, and financial statements formatted for board presentations and donor communications. Our goal is to give your leadership team the financial clarity they need to advance your mission.
Local Government Accounting Services
Local government entities must follow Governmental Accounting Standards Board (GASB) pronouncements, maintain fund-based accounting systems, and demonstrate accountability for public dollars. We provide the specialized accounting services that boroughs, townships, municipal authorities, and other local government bodies need, including fund accounting, grant compliance tracking, annual financial report preparation, and audit readiness support.
Tax Advisory
Tax Advisory
Year-round planning and preparation across federal, state, and local taxes for businesses and individuals.
Business Tax Preparation Services
We prepare federal and state business tax returns for S-Corporations, LLCs, partnerships, and C-Corporations. Our service goes beyond compliance. We review your entity structure, calculate quarterly estimated payments, identify all available deductions and credits, and coordinate your business return with your personal return to minimize your total tax liability. We also advise on entity selection and restructuring when it can produce meaningful tax savings.
Estate & Gift Tax Planning
We work with business owners, executives, and high-net-worth individuals to develop estate and gift tax strategies that protect wealth and facilitate smooth transitions to the next generation. Our services include annual gifting strategies, estate tax projections, trust coordination, business succession planning from a tax perspective, and generation-skipping transfer tax planning. We collaborate with your estate attorney to ensure your tax plan and legal documents work together seamlessly.
Nonprofit Tax Services
We prepare Form 990, 990-EZ, and 990-PF returns for nonprofit organizations, ensuring accuracy, completeness, and compliance with IRS requirements. Our service includes reviewing your functional expense allocations, governance disclosures, program service accomplishments, and compensation reporting. We also advise on unrelated business income tax (UBIT) issues and help you maintain compliance with the rules that protect your tax-exempt status.
Sales & Use Tax Consulting
Sales and use tax compliance is one of the most complex areas of state taxation. Rules vary dramatically between jurisdictions, and the consequences of getting it wrong can be significant. We provide nexus analysis, voluntary disclosure agreements, audit defense, taxability reviews, and exemption certificate management. Whether you need to establish compliance from scratch or resolve an existing problem, we have the expertise to guide you through it.
Personal Income Tax Planning
We provide personal income tax planning and preparation for business owners, executives, and professionals whose tax situations go beyond a standard W-2 return. Our approach integrates your business income, investment income, retirement contributions, real estate holdings, and multi-state filing requirements into a coordinated strategy that minimizes your total tax burden. We work with you year-round, not just at filing time.
Federal Tax Consulting
Our federal tax consulting services address the full spectrum of IRS-related issues that small business owners face. From strategic tax planning and compliance reviews to representing you in audits, appeals, and collection matters, we handle it all. We also advise on entity structuring, transaction planning, and the tax implications of major business decisions, giving you confidence that you are making the right moves.
State & Local Tax Consulting
State and local tax (SALT) obligations are often more complex and varied than federal requirements. Each state has its own rules for income tax, franchise tax, gross receipts tax, and various other levies. We help businesses navigate multi-state compliance, take advantage of available credits and incentives, manage apportionment, and develop SALT deduction strategies. Whether you operate in two states or twenty, we make sure you are compliant and not paying more than you should.
Business Consulting
Business Consulting
Fractional CFO, client advisory services, and practical consulting to help you make better business decisions.
Remote CFO Services
Our remote CFO service provides small businesses with the same level of financial leadership that larger companies get from their in-house finance executives. We handle budgeting, forecasting, 13-week cash flow modeling, KPI dashboard development, pricing analysis, lender relations, and board or investor reporting. We become a trusted member of your leadership team, attending meetings, advising on strategy, and helping you make financial decisions with confidence.
Client Advisory Services (CAS)
Our Client Advisory Services (CAS) package combines accurate monthly accounting with proactive business advisory. We handle your monthly close, prepare management-level financial reports, and meet with you regularly to discuss performance, trends, and opportunities. Think of it as having a financial partner who not only keeps score but helps you win the game. Quarterly tune-ups ensure your chart of accounts, processes, and reporting stay aligned with your evolving business.
Start-Up Advisory Services
Starting a business involves critical financial and legal decisions that are much easier to get right the first time than to fix later. We guide new business owners through entity selection (LLC, S-Corp, C-Corp, sole proprietorship), state and federal registration, accounting system setup, initial tax planning, and the financial groundwork needed to operate professionally from the start. Our goal is to help you avoid common startup mistakes and build a solid financial foundation.
Strategic Planning Services
Strategic planning is the process of defining where you want your business to go and building a financial roadmap to get there. We facilitate the planning process, build financial models for different growth scenarios, stress-test your assumptions, and help you set measurable goals with accountability checkpoints. Whether you are planning for expansion, a major investment, or a long-term exit, we provide the financial framework that turns strategy into action.
Regulatory Compliance Advisory
Regulatory compliance is not just a big-company concern. Small businesses face requirements from federal, state, and local regulators that can carry significant penalties for noncompliance. We conduct compliance reviews, assess your internal controls, identify process improvements, and help you build systems that keep you in good standing. Our approach is practical and proportionate to the size and complexity of your business, giving you confidence without unnecessary burden.
Data Analytics Services
Data analytics services help small businesses extract actionable insights from their financial and operational data. We build KPI dashboards, develop forecasting models, create automated reporting packages, and perform ad-hoc analysis to answer your most pressing business questions. We work with tools like QuickBooks Online, Excel, Power BI, and Tableau to deliver the right level of sophistication for your business without overcomplicating things.
Not Sure Where to Start?
Every business is different. Schedule a free consultation and we will help you figure out exactly which services will move the needle for your situation.