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Office Conference

Services

End-to-end finance support for business.  From formation and clean books to payroll, HR, and strategic CFO advisory.

Business Formation & Setup
Launch and structure your business the right way from day one

  • LLC / Corporation Formation

  • EIN / Tax ID Registration

  • Accounting System Setup (QuickBooks Online)

  • HR Compliance & Onboarding Setup

  • Employee Handbooks

  • Contracts & Liability Documents

Accounting & Payroll
Clean books, compliant payroll, and financial clarity every month

  • Monthly Bookkeeping & Reconciliation

  • Full-Service Payroll

  • Accounts Receivable / Payable

  • Financial Reporting & Customized Statements

  • Budgeting & Forecasting

  • QuickBooks Accountant Support

Fractional CFO & Advisory
Strategic finance leadership to help you scale with confidence

  • Fractional CFO Services

  • Cash-Flow Planning & Forecasting

  • Strategic Finance & Business Planning

  • Pricing Strategy & Financial Modeling

  • Business Growth Advisory

  • Tax Strategy Collaboration (with CPA)

  • Federal & State Correspondence

Need help figuring out what you need?
Schedule a complimentary 15-minute intro call

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