Our Services

“They take a lot of worry out of accounting for me and to be able to let go of that concern makes a huge difference. It frees me to concentrate on the creative end of my business.” -- Frank Forencich, Exuberant Animal LLC

If you want advisors who help you determine what’s best for your business…

We provide a number of critical services geared to the needs of family and privately-owned businesses, always tailored to match both your goals and your budget.

Clients tell us our strong suit is developing close relationships by taking the time to know them personally and their business needs professionally.

Tax Preparation

As our name implies, we are skilled in tax rules and regulations. You can rest assured that we will find every possible way for you to save money. We will then help you to put those savings to work for you and your business.

Business Basics

If you seek more continuity and want prioritized access to your accounting team as well as other services you may benefit from one of our Business Basics services.

These monthly services are designed to be cost-effective for early-stage and smaller companies with minimal accounting needs. You receive ongoing services that generally include bookkeeping, invoicing, payables, journal entries, account reconciliations, preparation of excise tax returns, and local agency filings.

Virtual CFO

If you are a business owner with financial staff onboard, but find the need for the advanced support only a CFO can provide, you may benefit from one of our Virtual CFO management consulting services.

These monthly services are designed to be cost-effective for mid-sized companies that need hands-on assistance with their financial management, but are not yet ready to hire a full-time CFO. As Virtual CFO, we also work onsite at your office when needed. We will provide your company part-time expertise in finance/accounting, strategic planning and other diverse management projects. We work at a senior level, counseling management and guiding your existing staff toward the solution of complex financial problems and the development of improved management systems. Our CFO clients enjoy the benefits of advanced expertise, while limiting the cost and commitment of additional senior staff.

Many of our temporary CFOs have decades of financial experience and can help you arrange financing or credit, or develop a budget. Just as important, we will serve as clear-headed strategic planners to help ensure that a CEO's growth plans actually make financial sense.

Business Consulting

Clients schedule consultations for many reasons. A consultation may deal with a specific tax problem or issue; or it may be useful simply to help you understand the accounting ramifications behind a critical business decision. A typical consultation helps you frame an accounting-related situation or problem more effectively.

At Your Request Services

For clients who want to engage us in small or sporadic projects, we offer hourly and value-based rates a la carte.
As clients grow, we also offer blended team services to deliver a full accounting department, providing best financial management practices and internal business operations success.