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Rely on our expertise to manage your financial needs, empowering you to concentrate on driving your business forward.

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tax preparation

SERVICE 
AREAS

Accounting & Bookkeeping

Keeping your books in order shouldn't be a headache. Our Accounting & Bookkeeping Services keep you on track with your finances so you can make informed decisions, stay compliant, and focus on growing your business. Whether you're a startup, freelancer, or an established business, we ensure your numbers are always clean, clear, and ready for tax season.

Cleanup/Catch-up Accounting

Falling behind on your bookkeeping? messy, disorganized, or outdated financials can lead to tax issues, compliance risks, and cash flow problems. Our Cleanup & Catch-up Accounting services ensure your books are accurate, up-to-date, and tax ready without the stress. Whether you're months behind or years behind, we'll fix errors, reconcile accounts, and get you back on track quickly.

Tax Preparation & Filing

Handling taxes can be overwhelming, but it doesn't have to be. Our expert tax preparation and filing services ensure you maximize deductions, reduce tax liability, and stay fully compliant with tax laws. Whether you're a business owner, freelancer, or individual taxpayer, we take care of everything, ensuring your taxes are filed accurately and on time, while maximizing refunds. 

Fractional CFO & Advisory

We offer expert Fractional CFO services tailored to the unique goals of your business. Whether you’re looking to optimize cash flow, improve financial planning, or enhance strategic decision-making, our experienced team provides high-level financial expertise without the full-time in-house cost. 

Cross-Border Tax Planning & Filing

Navigating taxes across borders can be complex and overwhelming. Our Cross-Border Tax Filing Services ensure full compliance while optimizing your tax efficiency for both U.S and Canadian tax obligations. We handle the preparation and filing seamlessly, minimizing stress and ensuring a hassle-free experience.

Technology & Software Setup

With a quick turnaround time, our cloud-based accounting software setup ensures you have a modern, automated, and efficient system to track income, expenses, and financial reports in real-time from anywhere. We help businesses transition from outdated outdated processes to secure, cloud-powered solutions that save time and improve accuracy.

"Madeline M, FL"

"The team did an amazing job helping me tie up loose ends and close my books after selling my business. They communicated frequently and clearly, and was able to work with a short timeline. I would absolutely work with them again on future ventures!"

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Certified A2X e-commerce accountant
QuickBooks Gold Tier Badge
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