Our services.
CFO Services
One partnership. Every financial solution.
Our CFO service is the full package — bookkeeping, payroll, forecasting, tax planning, and strategic financial leadership — all customized to your needs. Ideal for businesses and nonprofits looking to grow with intention, we build the right plan to help you make smart decisions, stay accountable, and hit your goals.
From deep-dive financial analysis and cash flow planning to annual budgeting and executive advising, we meet you where you are — and guide you where you want to go.
Payroll Services
Bookkeeping & Cleanup Services
Accurate books. Clear insights. Clean slate or clean run.
Whether you're starting fresh or catching up, we offer streamlined monthly bookkeeping and expert cleanups tailored to your business. Our team ensures every transaction is accounted for and every report is easy to understand. From historical messes to steady monthly reports, we’ve got your back — no judgment, just clarity.
Payroll that’s on time, compliant, and off your plate.
We take the hassle out of paying your team by managing payroll with accuracy and care. Our service ensures your people are paid on time, your filings stay compliant, and your records are audit-ready. Whether it’s hourly staff, salaried leadership, or contractors, we make payroll painless.
Light HR support when you need it.
Need help navigating employee classifications, onboarding questions, or payroll compliance gray areas? While we’re not an HR firm, we provide thoughtful, practical guidance to help you manage with confidence — and refer out when it’s beyond our scope.
Prefer to keep payroll in-house?
We offer white-glove onboarding to get your system set up right — including software configuration, workflows, compliance checks, and staff training — so you can run payroll confidently, without the learning
Cost Segregation Studies
Tax Planning
No surprises. Just smart, year-round strategy.
We start with a one-time deep dive into your prior year’s tax returns — whether you’re an individual or a business — to identify opportunities for aggressive, compliant strategies that reduce or even eliminate tax liability. From there, we meet with you quarterly to review your progress, adjust for life changes, and make sure your plan stays on target.
This isn’t reactive tax prep — it’s long-term tax reduction through strategic, secure planning designed to keep more of your money where it belongs: with you.
Unlock hidden tax savings in your property.
If you’ve purchased, constructed, or renovated real estate, a cost segregation study can help you accelerate depreciation and free up cash — legally and powerfully. We work with qualified engineers and tax professionals to break down your property into faster-depreciating components, allowing you to claim deductions much sooner than standard methods allow.
Cost segregation is a proven strategy for reducing current-year tax liability, improving cash flow, and increasing ROI — especially for landlords, real estate investors, and business owners with commercial property.
Already filed?
It’s not too late — we can perform look-back studies to capture unclaimed depreciation and help you file the necessary catch-up paperwork.