Executive-level financial leadership on a fractional basis — strategy, forecasting, board reporting, cash management, and capital planning without the cost of a full-time hire.

Hands-on oversight of your accounting operations — month-end close management, internal controls, financial reporting accuracy, and team supervision.

Accurate, timely transaction recording, reconciliations, and financial records maintained by experienced accounting professionals.

Accounting correctly for your e-commerce transactions can be challenging. We have experience in automating accounting processes for your B2C online business through WooCommerce, Shopify, and Amazon Seller Central (FBA).

Count on us to get your books back in good shape. We take on the tedious task of reconciling your subledgers and making the necessary adjustments that correct prior-period errors to improve the accuracy of your financial statements.

Full audit preparation — reconciliation packages, supporting documentation, schedules, and workpapers organized so your audit runs smoothly and efficiently.

Build a realistic annual budget and rolling forecast with scenario analysis, tied to your strategic goals and operational drivers.

A polished monthly reporting package — P&L, balance sheet, cash flow, KPIs, and variance commentary — ready for owners, executives, or your board.

Preparation and filing of individual federal and state income tax returns, with proactive planning to minimize your liability.

Business tax return preparation and filing for LLCs, S-Corps, C-Corps, and partnerships.

Multi-state nexus analysis, registration, and ongoing sales tax filing so you stay compliant as you grow across state lines.

Annual information return preparation and filing for contractors and employees.

Timely extension preparation and filing to protect you from late-filing penalties.

We have years of experience in designing, configuring, and implementing ERP/CRM systems to support your specific business model:

• NetSuite
• SAP
• QuickBooks
• Salesforce
• Microsoft Dynamics

Let us work with you to build a formal and executable business plan, with financial insights designed to 1) create an effective strategy for growth, 2) determine your future financial needs, 3) attract investors, and 4) present to your board of directors.

We specialize in internal process improvement to streamline your operations. Our goal is to prioritize efficiency, while cutting costs and maximizing performance.

• Amazon FBA — Employ our expertise to become an Amazon seller. We can help with everything from the initial setup, connection to your website, and simplifying the accounting process.
• WooCommerce + Shopify — Store setup, payment integration, and automated accounting workflows.

If you’re looking into outsourcing your fulfillment needs to a 3rd Party Logistics (3PL) partner, we can guide you through that process by providing analytical data on your inventory, costing analysis, negotiating pricing, project management, facility engineering, EDI setup, & WMS analysis.

We help to identify key performance indicators and adjust your sales, production, and marketing approaches as needed.

We provide general incorporation services. We can help you choose and discuss tax implications for multiple business structures.

Why do the research when we have expertise in a multitude of business models? We can help you understand all necessary steps to get your operations up and running, including:

• Licensing
• Insurance Needs
• Banking
• Operations Blueprint
• Office Space
• Headcount Estimates
• HR
• State / Federal Compliance

We can help you choose and initially set up your accounting software tailored to your operations. This includes Chart of Accounts, customer/vendor setup, general ledger, and multi-dimensional elements.

Build your first operating budget with realistic revenue assumptions, cost structure, and runway planning.

We can help you set up, negotiate, and/or process payroll. We are also well-versed in FLSA and HR compliance. We partner with companies like ADP and TriNet to manage all payroll liabilities.

We can help you obtain your Federal Employer Identification Number (FEIN), which is essential to opening a business bank account, applying for business licenses, and filing your tax returns.