Services

Tax Preparation and Planning

Tax work should do more than meet deadlines. We prepare accurate business and individual returns, and we plan ahead so your structure, timing, and decisions keep more money in the business. For companies expanding into new states or countries, we help you understand the tax impact before you commit.

• Business and individual tax returns

• Year-round tax planning and entity structuring

• Multi-state and international tax considerations

Accounting and Bookkeeping

Good decisions start with reliable numbers. We keep your books accurate and current, reconcile your accounts, and deliver clear monthly financial statements you can actually use.

• Monthly bookkeeping and reconciliations

• Financial statements and management reports

• Clean-up of past due or disorganized books

Fractional CFO and Financial Management

Get senior financial leadership without the cost of a full-time hire. We work alongside your team to build budgets and forecasts, track performance, and guide major financial decisions.

• Budgeting, forecasting, and financial modeling

• KPI tracking and board or investor reporting

• Support for financing, pricing, and growth decisions

Treasury and Financial Advisory

Cash is the lifeblood of a growing business. Drawing on deep global treasury experience, we help you forecast cash flow, manage banking relationships, and handle foreign currency exposure.

• Cash-flow forecasting and liquidity planning

• Banking relationship and cash management

• Foreign currency accounting and risk

Business Consulting and Financial Transformation

As companies grow, the processes that once worked start to break. We review how your finance function operates and redesign it to be faster, more accurate, and ready to scale.

• Finance process review and redesign

• Internal controls

• Month-end close improvement

Audit and Assurance

Lenders, investors, and partners want confidence in your numbers. We provide assurance services that give them that confidence and strengthen your financial reporting.

• Reviews of financial statements

• Compilations

• Full financial statement audits

ERP Advisory

Choosing and implementing a new financial system is a major investment. With hands-on TMS and ERP implementation experience, we help you select the right system, plan the rollout, and get your team using it with confidence.

• System selection and requirements

• Implementation planning and oversight

• Data migration and process alignment