Services
Five services, one team, and a client portal for everything in between.
Tax Preparation and Planning
Business returns for S corporations, partnerships, and C corporations, plus about 650 individual returns a season. Planning meetings happen in the third quarter, not the week before the deadline.
- Business and individual returns
- Multi-state and local filings
- Estimated payments and year-end planning
- IRS and state notice response
Outsourced Accounting
Our bookkeepers and staff accountants handle monthly closes for businesses that do not need a full-time accounting department.
- Monthly bookkeeping and bank reconciliation
- QuickBooks Online and Xero
- Payroll review and sales tax filings
- Monthly financial statements
Advisory and Part-time CFO
Led by Paul Okonkwo, CPA. A monthly or quarterly meeting with a CFO who knows your numbers and your industry.
- 13-week cash forecasts
- Budgets and KPI dashboards
- Lender and bonding packages
- Pricing and margin analysis
Reviews and Compilations
Financial statements prepared for lenders, sureties, and boards that need more than internal reports.
- Compilations
- Reviews
- Agreed-upon procedures
Succession and Exit Planning
Planning for the day you sell, hand off to family, or bring in partners.
- Business valuation coordination
- Buy-sell agreement reviews
- Entity and ownership transitions
