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Our approach to accounting is simple -- combine smart and savvy accountants with the latest in cloud-based financial systems to provide a robust client experience. From setting up your chart of accounts to integrating your cloud-based manufacturing and accounting system, we act as your trusted advisor and help you avoid common pitfalls. This includes:  

  • Manage Cloud-Based Systems - We are your point of contact within your financial systems (Xero, QuickBooks Online, Gusto,, Deer Systems, Unleashed, etc.) to make sure they are working right.
  • Chart of Accounts - Customized based on your needs.
  • Reconciliations - Balance Sheet accounts are reconciled every month, eliminating surprises.
  • Manage A/R & A/P - We work with you to streamline approval process and utilize the right tools so you understand what you are paying and who isn't paying you.
  • Produce Monthly Financials - Produced in a timely manner and reviewed on your schedule!

cfo services

You've hatched your big idea -- great! We can help you translate your idea into a workable financial model that both management and investors can understand. 

  • Financial Modeling - We build financial models that include Balance Sheet, P&L, Cash Flows and Cap Table. Within the model will be flexible assumptions that allow users to run various what-if scenarios. This is an essential part of due diligence.
  • Board Reporting - No one likes to put together a complex slide deck hours before the delivery deadline. We are experienced with developing meaningful sets of reports that highlights the KPI's without drowning the board with unimportant details. 
  • Participate in Board Meetings - Need someone to talk finance to the board? Not a problem; we are accustomed to explaining complex accounting and financial terms to a wide range of audiences. In addition, this allows the board to hear viewpoints from someone other than senior management.
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tax compliance

No matter how solid a business plan is, everything can come crashing down if you fall out of federal, state, or local compliance. We can help guide you through the complicated maze of red tape and governmental forms.

  • IRS & State Income Tax Filings - We prepare Corporate, S Corp, Partnership,  Sole Proprietor and Individual tax returns. Additionally, we advise on other filings such as Secretary of State filings and Delaware franchise tax reporting.
  • Sales Tax Compliance - We prepare and file sales tax returns and advise on filing and sales tax collection requirements. Requirements vary by state, and we can help guide you through the labyrinth of government regulations.
  • Local Tax Compliance - Although you may have taken care of federal and state compliance, that doesn't mean that everything is in the clear! Certain cities and metropolitan areas have specific regulations for business licenses and local taxes, with which we can help.

human resources

Do you have a plan and feel ready to execute it? You need an HR partner to stay within compliance on employee and government compliance. We help companies process payroll, implement benefits, and stay within federal, state, and local compliance with government authorities.

  • Set-up and Process Cloud-Based Payroll - We are experienced with setting up payroll and governmental payroll tax accounts; whether you are hiring your first employee or have dozens, we can guide you through the process.
  • PEO Contact - Have you chosen to partner with a PEO (Professional Employer Organization)? Save time by having us be the main point of contact and on-site presence. 
  • Employee On-Boarding - Planning on hiring? We can stream-line the process and get them efficiently on-boarded for payroll and benefits.
  • Employee Handbook - If you have over 15 employees and are growing fast, it's a good time to document your employee policies and procedures. Not doing so can open you up to potential employee litigation.
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