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