Business Structure & Registration

There are several types of entities to choose when starting your business. The longer you are in business, the more difficult and costly it is to switch an entity.

From our decades of experience, we provide tailored advice to your situation to make sure you choose the entity that minimizes taxes and maintains the flexibility to achieve your business goals.

Accounting Setup & Automation

Accounting is unique because information from every department of the business flows directly into it. It can become a great asset to the business over time if set up correctly.

We work to automate your back-office processes using new tech and set up your chart of accounts so that we can deliver valuable metrics to keep a pulse on your business.

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Payroll and associated tax filings are perhaps one of the most tedious things for small businesses.

As a business owner, your time is much better spent elsewhere, especially since we offer payroll support, filings, and management for companies < 10 employees for FREE with one of our bookkeeping packages.

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Outsourced Accounting

We work with hundreds of small businesses in this space and can help you get your accounts classified correctly to meet compliance requirements or simply to get accurate reports each month. Use us as much or as little as you want!

  • Bookkeeping
  • Payroll
  • AR & Invoicing
  • and more!

See how we use Xero and their ecosystem of apps to provide a great experience for our clients

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Virtual CFO & Advisory

We understand that accounting is really a means to end. That end is to produce accurate metrics and information that is valuable to the business.

We have virtual CFOs that have experience in a variety of industries and can help you see through the fog of accounting and answer meaningful questions for your business.

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Obtain Capital

We have developed a network of venture capitalists, bank reps, angel investors and more to help you get funding for your business. We aid in this process by knowing exactly what kind of information and requirements they are looking for.

We’ll help you work up a plan to give your business the best shot at obtaining capital.

Personal Finances

For our high net worth clients, we offer personal financial advice and expense tracking so you can keep tabs on where your investments and money have gone, all in one snapshot.

Need to provide a net worth statement or want to see how much you spent last month? let our accountants help you with that so you don’t have to worry about it.

Tax & Compliance

How often do you talk to your tax accountants? Maybe once or twice a year, and in a stressful rush?

We understand that communication and planning are essential for optimizing your tax liability each year. That’s why we maintain a relationship with our clients with a proactive approach.

Throughout the year we schedule multiple touch points and make sure we are reviewing your situation to take advantage of the best tax strategies for you and your business. Learn more about how we approach taxes in a unique way.

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Eager to learn more? Click below to contact us!