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You Always Have Options When You Work With Our Accounting Team

Our tiered service packages are designed to grow with your firm's needs, from strategic tax planning to comprehensive financial management. Each level adds additional accounting, reporting, and advisory services, with the Enterprise package delivering the highest level of outsourced financial leadership and support.

Contact us today to learn more about our services and schedule a consultation to find the right solution for your firm.

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Budgeting and Cash Flow Management

• Proactive financial planning for stability and growth
• Optimizing cash movement into and out of the business to ensure sufficient liquidity
• Developing and adjusting projections, compared to actual performance, based on business priorities
• Forecasting future cash positions and flows to identify and address shortages and surpluses
  

CFO Services

• Financial oversight, strategy, and planning
• Technology implementation and management
• Financial reporting, profitability analysis, and KPIs
• Assistance with risk management and internal control processes
• Stakeholder communication, third-party interfacing, owner/shareholder support

Trust Account (IOLTA) Management

• Expertise in trust compliance to protect your firm from penalties
• Ensure compliance with the Bar and safeguarding of client funds
• Establish and maintain proper handling, monitoring, and regulation of the IOLTA Quarterly

SSARS21 Financial Statements

• Preparation of formal financial statements
• Actionable insights through profit & loss statements, balance sheets, and cash flow reports

Bookkeeping & General Ledger Management

• Accurately maintaining and organizing every transaction in compliance with industry standards
• Balance sheet reconciliations, including all cash and credit card accounts, fixed assets, and other assets and liabilities
• AP management, payroll assistance, and other accrual management
• Period and year-end close assistance
• Assistance with tax planning and liability management

Tax Prep and Planning

• Routine, quarterly tax planning for the business and its owners
• Tailored tax strategies and mitigation tactics are consistently reviewed and updated
• Annual income tax compliance preparation for the business and its owners
• Transactional planning, M&A assistance, and other support for special projects