Accounting
Month-end Close
Managing your books to ensure all transactions are recorded. Closing out each month by reconciling all bank accounts, credit cards, and other accounts
Payroll
Processing payroll on the software of your choice, ensuring that your employees are paid accurately and on time
Invoicing & AR
Creating, recording, and sending invoices to your clients, along with appropriate follow-up to make sure you're paid on time
Expense Management & AP
We’ll track your expenses, get your bills paid on time, and keep a repository of your bills for your reference
R&D Tax Study
Detailed Analysis
We conduct a thorough analysis of your R&D activities to identify all qualifying expenditures
Documentation Support
Our experts assist in preparing and maintaining the necessary documentation to support your R&D tax credit claims
Compliance Assurance
We ensure that your claims are fully compliant with the latest tax regulations, minimizing the risk of audits and penalties
Maximized Benefits
By leveraging AI technology, we identify additional opportunities for tax credits that may have been overlooked, ensuring you receive the maximum benefit
Tax
Corporate Tax
We can file your return, no matter the entity type, for multi-state companies, international subsidiaries, and more
Individual Tax
We can help you navigate the complex tax laws and regulations to help minimize your tax liability
Sales Tax
We’ll file your sales tax as necessary and can track your nexus for each state to ensure you stay compliant
1099s & More
Maintaining employee and sub-contractor expense records to prepare required year-end tax forms, whether that’s 1099s, 3921s, or something else. Examples of additional filings include Delaware Franchise Tax, NYC Commercial Rent Tax, etc.
Finance
Budgets & Forecasts
Maintain a budget and forecast future financial performance. This can help the company plan for growth and identify potential areas of concern.
Financial Analysis, Metrics, & KPIs
Take a deeper dive into the financial health of your company, including KPIs and personalized metrics to help you make the best decisions for your business
Financial Modeling
Investors want to know what your 5-year plan will look like. We’ll work with you to build a model you can share
Financial Statements
We can provide your monthly financial statements, whether you need to send them to your board, your lenders, or your investors.
Business Services
LLC Formation
Starting a business? We can help you with registration, getting an EIN, and anything you need to lay the proper foundation
S-Corp Election
We’ll help you figure out which business structure is most beneficial for your business. If that’s an S-corp we’ll get you set up for optimizing tax benefits and ensuring regulatory compliance.
Quarterly Estimated Taxes
We’ll calculate and file your estimated tax payments accurately and on time, ensuring you avoid penalties and stay compliant with IRS regulations. Perfect for small business owners, freelancers, and individuals with non-traditional income, this service provides peace of mind and lets you focus on growing your business.