Accounting/Bookkeeping
Bookkeeping
Our bookkeeping services involve data entry of bank statements, credit card statements, and loan statements and reconciliations of those accounts.
Accounting
Our accounting services take bookkeeping one step further by maintaining a chart of accounts, making adjusting entries, closing past periods, and preparing financial statements. The accounting portion provides data for day to day management of your business, production of reports, and preparation for yearly taxes.
Accounts Receivable/Payable
We also offer Accounts Receivable and Accounts Payable which includes data entry of all bills and bill payments, invoices and invoice payments, and tracking of outstanding receivable and payable amounts.
State and Federal Tax Preparation
State Tax Services
State Tax Reporting involves tracking, preparation, and payment of state taxes including Sales Tax, Lodging Tax, Franchise Tax, Use Tax, and more.
Personal & Business Income Taxes
Income Taxes involve preparing federal and state personal or business tax returns for income tax purposes.
Accounting & Tax Packages
- Monthly Reconciliations
- Quarterly Financial Reports (cash basis)
- Quarterly Estimated Tax Filings
- Federal and State (1 State) Income Tax Return Preparation (business return only)
Business Valuation Services
- Business Valuation
- Startup Valuation
- Pitch Deck
- Business Plan
- Brand Valuation/Intangible Valuation
- Financial Modelling/Financial Projection
- Equity Research/Investment Research
- Industry Research/Market Research
- Academic Research/Empirical Research
- Merger & Acquisitions
- Private Equity/Venture Capital
- Discounted Cash Flow, Convertible Valuation & Comparable Valuation
- Cap table Analysis
- Financial Analysis
- ESG Investing
- Impact Investment
- Sustainable investing
- 409A Valuation Report
- Purchase Price Allocation
- Litigation Valuation
- Economic damages Calculation
- Black Scholes/Binomial/Option Valuation
- Financial Due Diligence
- Subscription &Shareholders Agreement
- Simple Agreement for future Equity (SAFE)
- Employee contracts and offer letters/Employee Stock option
C-Suite Consulting
CEO Consulting
CEO services provide top level vision, organization, communication, and structural management. CEO Consulting Services are beneficial to Business Boards or Absentee Owners attempting to develop their company further, develop a new CEO, or in transition to a new CEO within their company.
CFO Consulting
CFO services provide in-depth financial and business analysis and guidance. By evaluating historical data and establishing a relationship with the client, our staff provides invaluable advice and help in planning the future growth of a client’s business.
COO Consulting
COO services provide detailed guidance in the operations component of your company. These services focus on efficiency, process and flow management, and operational controls of your business. Covering anything from the the process of a daily location opening routine all the way up to and including the communication process between C-Suite members, COO services aid in making business run more smoothly.
Digital Marketing Solutions For All Sizes
Other Services
Company Formation
Company formations include all paperwork and filings necessary to establish a business before the state and federal governments.
Payroll Setup
Payroll setup includes setting up a client’s payroll software including entering all current employees and preparing for a first payroll run.
QuickBooks Company Setup
QuickBooks company setups involves setting up a new QuickBooks Online profile for a client including entering their information, configuring their settings, creating their chart of accounts, and setting up their products or services.
Migration to QuickBooks Online
Migration to QuickBooks online includes moving a client’s books from QuickBooks Desktop or other accounting software to QuickBooks Online.