Other CPA & Advisory Services

Starting at $150/hour

Our General CPA Advisory service provides on-demand expertise for every facet of your business’s financial life. From cash-flow forecasting and budgeting to entity selection and regulatory compliance, we partner with you to define clear goals and deliver guidance grounded in real-world experience. Whenever you face a complex decision - like expanding into a new market, evaluating a major capital purchase, or reassessing your organizational structure - you can rely on us for unbiased, data-driven advice tailored to your objectives.

Key Features:

Cash-Flow Forecasting & Budget Models: We build custom projections so you can anticipate cash requirements, plan for seasonality, and allocate resources strategically.

Entity Selection & Restructuring Guidance: We evaluate the pros and cons of LLC, S-Corp, C-Corp, or Professional Corporation structures—helping you optimize tax treatment, liability protection, and long-term goals.

Compliance & Control Reviews: We assess your internal controls, recommend process improvements, and ensure you meet all industry-specific regulations (e.g., GAAP, state licensure, or professional standards).

Starting at $750 (one-time fee)

Choosing the right legal structure for your business (whether it’s a single-member LLC, S-Corp, C-Corp, or Professional Corporation) has far-reaching tax and liability implications. We help you weigh factors like personal liability protection, pass-through taxation versus corporate tax, and compliance requirements. Once you decide on a structure, we handle all necessary paperwork, registrations, and initial state filings. Getting it right from the start can save you thousands in future taxes and administrative headaches.

Key Features:

Comparative Structure Analysis: We provide a side-by-side comparison of tax treatment, filing requirements, and liability exposure for each entity type.

Filing & Registration Support: We prepare and submit state-level formation documents (Articles of Organization/Incorporation), obtain EINs, and register you with any applicable boards or agencies.

Initial Bylaws & Operating Agreement Drafting: We draft customized governing documents (Operating Agreement for LLCs or Corporate Bylaws for Corporations) to clearly define ownership, management roles, and decision-making protocols.

Starting at $150/hour

Our Tax Advisory service goes beyond annual returns to offer year-round guidance on tax strategies and compliance. We analyze your current and projected financials to identify opportunities - such as retirement plan contributions, entity-level elections, and deferral strategies - that minimize liabilities. Whether you’re considering a new investment, restructuring your business, or navigating complex IRS regulations, we provide actionable recommendations to optimize your tax position and reduce audit risk.

Key Features:

Strategic Tax Planning Sessions: We review your projected income, proposed transactions, and upcoming events (e.g., equipment purchases, real estate acquisitions) to recommend the most tax-advantageous timing.

Entity-Level Optimization: We advise on S-Corp vs. C-Corp elections, pass-through strategies, and the use of specialized credits (Section 179, R&D, Work Opportunity Tax Credit).

IRS & State Compliance Monitoring: We track legislative changes, alert you to filing deadlines, and outline steps to remain compliant—avoiding penalties and interest charges.

Starting at $1,000/month

For businesses that need strategic financial leadership but aren’t ready for a full-time CFO, our fractional CFO service fills the gap. We partner with you on budgeting, cash-flow management, and KPI tracking - providing quarterly or monthly reports and forecasts so you can plan for growth. With this service, you gain high-level financial oversight and guidance at a fraction of the cost of an in-house executive.

Key Features:

Customized Financial Dashboards: We build interactive dashboards that track KPIs (e.g., gross margin, customer acquisition cost, burn rate) so you have a real-time pulse on performance.

Budgeting & Scenario Modeling: We develop rolling budgets and “what-if” scenarios (e.g., hiring a new team member, launching a marketing initiative) to help you anticipate cash needs and funding requirements.

Board & Investor Reporting: We prepare polished financial presentations - complete with summaries, graphs, and footnotes - so you can confidently share results with stakeholders, lenders, or potential investors.

Starting at $150/hour

Whether you’re new to QuickBooks Online, Xero, or Zoho Books, our hands-on training sessions ensure you’re fully equipped to manage your own records with confidence. We tailor each session to your business workflow, teaching you how to connect bank feeds, reconcile accounts, categorize transactions, and generate actionable reports. By the end of training, you’ll understand best practices, able to save time and reducing errors when performing your own bookkeeping.

Key Features:

Platform Setup & Customization: We configure your chart of accounts, user roles, and access permissions to reflect your industry needs and internal processes.

Workflow Optimization: We demonstrate step-by-step procedures for entering sales, expenses, payroll entries, and month-end close tasks.

Report Generation & Interpretation: We show you how to run P&L, Balance Sheet, and any requested KPI reports, then interpret the results so you can make informed decisions.

Starting at $150/hour

Our Internal Audit Contracting service offers outsourced expertise to design, implement, and test internal controls. This service is ideal for businesses that need rigorous, independent assurance but aren’t ready to hire a full-time auditor. We provide risk assessments, control design to ongoing testing, and results reporting.

Key Features:

Risk Assessment & Control Design
• Conduct a comprehensive risk‐assessment workshop to identify the highest-impact financial, operational, and compliance risks.
• Design and document internal control frameworks - mapping processes, defining control objectives, and specifying key control activities.

Control Testing & Issue Management
• Perform walkthroughs and sample-based testing of controls (e.g., segregation of duties, access controls, transaction approvals) to validate effectiveness.
• Document findings, assess control deficiencies, and provide ranked recommendations.

Reporting & Continuous Improvement
• Deliver clear, concise reports with actionable insights, risk ratings, and recommended enhancements.
• Work with management to track remediation progress and update policies/procedures, allowing for continuous improvement.