As a fractional CFO, I help companies improve financial clarity, drive profitability, manage cash flow, optimize budgeting and forecasting processes, and support key decision-making. My role is to act as a strategic partner to the CEO or owners—bringing financial discipline, insightful analysis, and forward-looking planning to support sustainable growth and operational efficiency.

All of our bookkeepers are certified QuickBooks ProAdvisor. Our bookkeeping services ensure your financial records are up-to-date, compliant, and ready for accurate reporting. This includes managing banking and credit card feeds, monthly reconciliations, adjusting journal entries, and financial statement preparation. Reliable bookkeeping is essential for understanding your business, and Our goal is to provide clarity and confidence in your numbers so you can focus on running and growing your business.

Our tax preparers work with our clients to ensure they meet all federal, state, and local tax obligations while maximizing available deductions and credits to lower your tax liability. Whether you're an individual, a sole proprietor, a corporation, or a partnership, we provide tailored tax solutions that align with your financial goals and business structure. My services include year-end tax preparation, estimated tax planning, and ongoing support to help you stay ahead of changes in tax laws and avoid surprises at filing time.