services

 
 
 
 

TAXES

  • Personal and Business tax preparation

  • Individual tax planning

  • Business tax planning-  Growth and exit planning

  • Tax structure planning and advising

  • Cap Table Management

  • Estimated tax calculations quarterly

  • Year round support and Quarterly advising 

  • Pending: access to Scream Call line during tax season

ACCOUNTING / REPORTING

  • Monthly Financial Reporting 

  • Trend Analysis 

  • Accounts Payable

  • Accounts Receivable

  • Sales Tax Compliance & Filing

  • Bank Reconciliation

HUMAN RESOURCES

  • Payroll

  • HR Administration

  • Onboarding/Offboarding

PLANNING / ANALYSIS

  • Budgeting/Cash Flow Planning

  • Sales vs Cost/ COGS Analysis