Services

Accounting is the basis for your financial statements, tax returns, and decision-making. We offer monthly packages with flat rate fees which includes yearly review

Accounting & Bookkeeping

We’ll close your books and prepare timely and accurate financial statements each month to inform key business decisions.

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CFO Services

Providing advisory services on long-term strategic planning, budgeting, and forecasting.

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Tax Preparation

Prepare federal and state income taxes

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Tax Planning

Develop a proactive strategy to minimize your tax liability and maximize your tax efficiency.   Tax planning is not a one-time process. It requires ongoing review, analysis, and adaptation.

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Real Estate Financial Analysis

Good financial analysis involves determining whether the investment is good or bad—and right for you. We will provide detailed assessments of how future returns will be impacted by current costs and expenses, taxes, loan values/equity, and other factors that can impact your ROIs.

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Sample Packages

All services can be purchased individually or as a package