Business Analysis: We aim to understand your business and your goals so we can provide you with actionable steps to help you achieve them by performing a deep dive into all facets of your business.
Financial Statement Analysis: We assess your company's financial performance over time to help predict future performance and inform decision-making. The financial statement evaluation will guide us on where in your operations to look for opportunities for enhancement.
Enhanced Performance: We help enhance your company’s performance by clarifying what’s working well and what needs to be improved by evaluating various financial and operational key performance indicators, tracking the performance of your objectives and key results, and providing insights on how to decrease your profitability risks.
Drive Accountability: We help drive accountability by guiding you and your team to align on the necessary action steps to improve the overall success of your company.
Monthly Financial Review Meeting
Monthly Financial Statement Analysis
Monthly Budget to Actual Analysis
Monthly Cash Flow Forecasting
Monthly Financial Performance Report
Quarterly OKRS and KPIs Analysis
Semi-annual Budgeting
Annual Business Risk Assessment
Financial Performance Dashboards
Maximized Savings: We identify deductions, credits, and strategies to legally minimize your tax liability.
Reduced Stress: We'll handle your complex and time-consuming tax matters to alleviate your stress and ensure accuracy.
Compliance Assurance: We stay up to date with the frequent tax law changes and regulations, reducing your risk of tax preparation errors or audits.
Business Income Tax
State Tax
Business Owner Personal Tax
Tax E-File
Quarterly Tax Strategy Tips & Entity Analysis
Provide reasonable assurance that the financial statements are fairly presented and in accordance with GAAP
Assurance Level: Reasonable
More extensive, including testing of internal controls and substantive procedures on transactions and account balances.
Provide limited assurance that the financial statements are fairly presented and in accordance with GAAP.
Assurance Level: Limited
Less extensive, including inquiries and analytical procedures
Presents financial statements in accordance with GAAP.
Assurance Level: None
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