More Than Just Tax Prep
Financial Concierge Services
a year-round holistic approach to financial srevices offering tax prepartation, tax analysis and small business support all bundled into one package.
Our Concierge Services
A financial support system for individuals and newly-formed & growing small businesses
Ever longed for a reliable voice on the other end of the line when crucial decisions loom? Look no further. Our Financial Concierge Services are crafted precisely for that purpose – to stand by you, offering unwavering support as you navigate the dynamic landscape of business, embracing both the excitement and challenges. Your success journey is our priority..
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Fractional CFO Suite
Perfect for small business owners in the expansion stage who are considering the establishment of an accounting department. Our services cater to your year-round needs, offering expertise in tax preparation, accounting solutions, payroll management, and strategic financial consultations.
Enterprise Concierge
Designed for sole-member LLCs and individuals with quarterly estimated tax filing requirements, offering year-round support for your financial needs.
Optimal Solution Plans
Tailored for individuals and small businesses seeking straightforward tax solutions to facilitate financial scaling.
Other Areas of Expertise
New Business Formation
Advisory Services
Bookkeeping & Payroll
1 / Am I set-up with the best business structure?
We will do an annual review and tax analysis to help you determine if your business is set-up to give you the best tax savings.
2 / Can I lower my tax bill?
We'll comb through your financial profile and provide strategies you can implement to maximize your deductions.
3 / How can I better manage my cashflow?
We work with you to implement proven strategies that will best facilitate what comes in and what goes out.