What we can do
for you
Tax Planning & Outsourced CFO Services
01
Accounting &
Outsourced CFO
Services
- Bank Reconciliation & Month End Close
- Review AP, AR, Payroll, Expense Tracking
- Ongoing Meeting Cadences
- Onboarding & Transition
- 12-Month Forecasting
- Cash Flow Management
- Planning to Increase Revenue, Gross Profit, Net Profit & Net Worth
02
Tax Planning, Quarterly
Maintenance
& Preparation
- Tax Planning
- Core Tax Strategy Implementation
- Quarterly Estimated Payments
- Quarterly 1on1 Review Tax Position
- Business & individual Tax Preparation
03
Insurance Planning
- Life Insurance Planning as Tax Saving Strategies
- Asset Protection
CPA Services
Who we work with
- Corporate and individual real property investors
- Healthcare industry business owners
- Software companies
- Residential, commercial, and industrial property developers
- Private investment funds
- Private property management
- Construction companies
- Real Estate brokers
- And more…
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