Business Services
Business Financial Support That Grows With You.
From daily accounting to long-term planning, our business services are built to support your company at every stage. Whether you're just getting started or preparing for succession, we help you stay compliant, cash-flow positive, and confident in every financial decision.
Business Accounting
Your time is best spent growing your business — not stressing over spreadsheets. Our monthly or quarterly accounting services give you peace of mind, accurate financials, and a solid foundation for growth.
Bank Reconciliation
We reconcile your bank accounts monthly to ensure every transaction is properly recorded and nothing slips through the cracks.
What You Get:
- Reduced risk of missing or unauthorized transactions
- Accurate cash balances
- Prevention of fraud and internal errors
- Reduced risk of overdrafts or duplicate payments
- Reduced risk of check fraud
Income Statement (Profit & Loss)
A monthly snapshot of your revenue, expenses, and net income — so you always know how your business is performing.
What You Get:
- Visibility into profits and losses
- Expense tracking and overspending alerts
- Easy comparison of trends over time
- Help estimating tax obligations
Ready to stop stressing over your books?
Let us take care of the numbers — so you can get back to business.
Balance Sheet
We generate your balance sheet to reflect your business’s financial strength at a point in time.
What You Get:
- Clarity on assets, liabilities, and equity
- Insights for loan or credit applications
- A foundation for growth decisions
- Better understanding of net worth
General Ledger Maintenance
We maintain and review your general ledger to catch errors, misentries, or inconsistencies before they become major problems.
What You Get:
- Clean, accurate books
- Confidence in your financial reports
- Fewer headaches during tax season
- Support for financial planning or audits
- A monthly snapshot of your revenue, expenses, and net income — so you always know how your business is performing.
Part - Time CFO Services
Growing businesses often need financial expertise but can’t justify the cost of a full-time CFO. Our Part-Time CFO service gives you access to a seasoned financial professional at a fraction of the cost—helping guide your business toward greater success.
Strategic Financial Leadership:
- Cash flow management and forecasting
- Budget planning and performance monitoring
- Profitability analysis by product/service line
- Long-term financial strategy and goal setting
Improved Financial Operations:
- Oversight and training of accounting staff
- Development of financial procedures and internal controls
- Enhanced accuracy and timeliness of financial reporting
Business Decision Support:
- Clear insights into your business’s numbers
- A sounding board for important business decisions
- Tax-saving strategies and trend analysis
Risk Management & Growth Support:
- Review of insurance policies and risk exposure
- Equipment and expansion analysis
- Mergers, acquisitions, and financing assistance
- Vendor, banker, and legal liaison
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Fraud Prevention & Forensic Accounting
Concerned about fraud, financial misconduct, or preparing for litigation or acquisition? Our Forensic Accounting services provide the clarity and expert support you need.
Our Services Include:
- Investigating suspected fraud or theft
- Supporting litigation with expert analysis and testimony
- Reviewing financial records to identify irregularities
- Assisting with asset recovery and legal action
- Coordinating with legal and investigative professionals
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Cash Flow Management
As the saying goes, "Happiness is a positive cash flow." A cash crisis can be stressful—or even fatal—for a business. Our cash management services help ensure you're always prepared.
We help you:
- Understand when, where, and how cash is needed
- Identify the best funding sources
- Maintain strong banking and creditor relationships
- We’ll develop accurate cash flow projections—both short-term and long-term—so you can plan ahead and avoid surprises. We also provide historical cash flow analysis to show where your money is really going.
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Bank Financing
Applying for a loan unprepared signals risk to lenders. We help you present a strong, credible case with professionally prepared loan proposals designed from the lender’s perspective.
Our loan packages include:
- Executive Summary outlining loan purpose, amount, and use
- Pro-forma financials tailored to your business
- Personal financial statements and collateral documentation
- In-person representation to support your case
Ready to stop stressing over your books?
Let us take care of the numbers — so you can get back to business.
Strategic Business Planning
A Strategic Business Plan is more than a tool for securing funding—it clarifies your vision, aligns your team, and keeps everyone focused.
You need a plan when:
- Launching a new product or venture
- Expanding or acquiring a business
- Reviving a struggling operation
Remember: Failing to plan is planning to fail.
Succession Planning
Retiring from a family business isn’t as simple as stepping away—it involves tough questions like who will run the business and whether you’ll have enough to retire.
We help you navigate:
- Keeping the business in the family vs. selling
- Separating management from ownership
- Minimizing taxes on the transfer
- Ensuring fairness among family members
New Business Formation
Launching a business is exciting—but long-term success depends on smart planning from the start. We help you avoid common pitfalls and set a strong foundation.
Our startup services include:
- Business plan development
- Start-up capital assessment and funding options
- Cash flow budgeting
- Filing licenses, permits, and tax IDs
- Payroll setup and compliance
- Insurance and employment law guidance
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Non - Profit Organizations
We handle all IRS reporting to help your non-profit keep its tax-exempt status, including annual Form 990 filings with detailed financial statements and schedules.
What we do:
- Review and compile financials
- Design and maintain your accounting system
- Payroll and tax preparation
- Train your staff and board on finances and budgeting
- File tax-exempt applications and IRS forms
- Assist with startup documentation, incorporation, and FEIN
- Special services for churches, including pastoral housing allowance
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Internal Controls
We evaluate your company’s internal controls to ensure proper resource management and protect against employee theft. After assessing your operations, we recommend improvements to boost efficiency and profitability.
What we do:
- Implement segregation of duties to reduce risk
- Ensure transactions are properly authorized
- Verify records are reviewed and reconciled by independent personnel
- Secure assets and perform regular counts and comparisons
- Train employees on duties, supervision, and reporting procedures
- Document and share clear policies and procedures
- Review operations to confirm they meet goals and plans