Accounting and bookkeeping services provide ongoing financial record-keeping, reconciliation, and reporting to help clients maintain accurate books and prepare for tax filing. Services are based on information provided by the client and do not constitute legal or tax advice.
2. Taxes
Tax services include preparation and filing assistance based on information provided by the client and in accordance with IRS regulations. We do not guarantee tax outcomes, refunds, or acceptance by the IRS.
3. Capital Consulting
Capital consulting services provide strategic guidance and administrative support to help small businesses prepare and submit funding applications to the Small Business Institute. Services include financial readiness review and documentation support. We are not a lender and do not guarantee funding approval. Funding decisions are made by the lending institution.
4. CFO Consulting Services
CFO consulting services provide strategic financial guidance to help small businesses strengthen operations, improve cash flow, and support sustainable growth. Services are advisory in nature and do not replace management or guarantee outcomes, results are not guaranteed.
5. Credit Monitoring
Credit monitoring services provide education, reporting insights, and ongoing review to help clients understand and build their business credit profile. Services do not include credit repair or guarantee credit outcomes.
