Bookkeeping and General Accounting Services:  We provide efficient and technology-driven bookkeeping services to ensure that your financial records are accurate and up to date. We also prepare financial packages and work closely with auditors and tax preparers to ensure your financial records are in good standing and minimize tax liabilities. Our bookkeeping and general accounting services include:
  • Daily bookkeeping management and general ledger maintenance
  • Financial package preparation
  • Cash flow management and forecasts
  • Tax planning strategies implementation to minimize tax liabilities
Financial Analysis and Strategic Planning Services:   We help clients prepare accurate financial budgets and forecasts, and develop financial models that align with their long-term strategic goals. We also assist with mergers and acquisitions due diligence requests and provide support throughout the transaction process. Our financial analysis and strategic planning services include:
  • Budgeting, forecasting and financial modeling
  • Financial statement analysis and reporting
  • Mergers and acquisitions due diligence and support
  • Strategic planning and implementation
  • Compliance and regulatory support
General Operational and Risk Management Services:   We help streamline operational activities and optimize processes to reduce costs and increase efficiency. We manage daily business operations and execute strategies from top management while also monitoring long-term business goals. Our team also helps identify and mitigate financial risks, such as fraud, compliance issues, and market volatility, to ensure the financial stability of a business. Our General Operational and Risk Management services include:
  • Process optimization and cost reduction
  • Daily business operation management
  • Long-term strategy monitoring and execution
  • Risk management and mitigation strategies
Human Resource Services:   Our comprehensive human resource services help you manage your workforce efficiently and effectively. We offer a wide variety of services that help you attract, retain, and develop a talented team. Our goal is to help you optimize your workforce, increase productivity, and create a positive company culture.
  • Employee hiring, onboarding and offboarding
  • Payroll management, state registration and compliance filing
  • Employee performance review and retention
  • Employee benefit program and workplace policies creation and implementation
  • Equity incentive program implementation and management
Business Development Services:   Our team provides strategic support to help businesses grow and generate revenue. We work with business owners to develop effective growth strategies and create sales forecasting and growth projections. We also assist with capital raising efforts by providing support and preparing due diligence packages for potential investors. Our Business Development services include:
  • Revenue growth strategy development
  • Sales forecasting and growth projection creation
  • Capital raising support
  • Business model development
New Startup Business Services:   Starting a new business can be overwhelming, but our team of experts is here to help simplify the process. We offer a bundle of services that bring the most value to entrepreneurs, from legal filings and establishing banking relationships to hiring employees and setting up payrolls. From setting up the accounting systems to providing financial analysis and strategic planning. Our goal is to help new businesses hit the ground running, so they can focus on their core competencies and achieve their goals. We also connect clients with trusted experts specializing in small and medium-size businesses. Our services include:
  • Business entity establishment and registrations with state and federal
  • Banking relationship establishment
  • Employee hiring and payroll process setup
  • Trusted expert connections who specialize in working with small and medium-size businesses
  • Ongoing financial and operational support