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CFO & Tax

Let us help you take the stress out of financial management!

Why outsource your financial responsibilities?

Outsourcing your Chief Financial Officer role allows you to have peace of mind knowing a full team of accounting and tax professionals are keeping your business financials up-to-date and accurate! We will ensure your are tax compliant and offer insights on potential strategies to enhance your bottom line! When you outsource to us, you will get a dedicated team consultant available to you at anytime (virtual or in-person)! ​​​​​

Only interested in return filing?

A business meeting

01

Accounting and Financial Record Management

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  • Timely and accurate bookkeeping and account reconciliation

  • Inventory and Receipt tracking

  • Regular financial statement 

02

Real-Time Financial Reporting

​Our solutions offer real-time insights into your financial health through detailed and customizable reporting tools and dashboards.​

03

Tax Planning & Compliance

Out team handles all aspects of tax compliance, from annual and quarterly federal income tax reporting and remittance to jurisdictional sales and use tax reporting and remittance. We also offer dedicated tax planning consultation services to help you can ensure your business is thriving while also ensuring legal compliance!

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