1. Bookkeeping & Financial Reporting:

• Comprehensive bookkeeping services
• GAAP-compliant financial reporting
• Financial statement preparation

2. Financial Planning & Analysis:

• Budgeting, forecasting, and CF optimization
• Financial modeling and analysis
• Profit and loss (P&L) management

3. Tax & Compliance:

• State and local tax analysis and compliance
• Tax software implementation (e.g., Avalara)
• Regulatory compliance support

4. Business Strategy & Growth:

• Strategic planning for business growth
• Capital stabilization strategies
• M&A support and financial due diligence

5. Operational Efficiency:

• Process automation and optimization
• Financial controls and policy development
• General ledger oversight and reconciliation

6. Technology Integration:

• Integration of accounting software (e.g., QuickBooks, NetSuite)
• Automation of payroll and expense management (e.g., ADP, Concur)