Financial Statement Preparation & Monthly Accounting

Structured monthly accounting and professional financial reporting for organizations requiring clarity without full CFO engagement.

Services include:

• Supervision of financial records and reporting accuracy

• Revenue and expense classification review

• Accrual adjustments and reporting alignment

• Defined month-end close process

• Income Statement, Balance Sheet, and Cash Flow preparation

• Supporting schedules and documentation

• Lender-ready financial reporting packages

Project-based cleanup, reporting alignment, and GAAP conversions are available.

Independent attest services, when required, are performed by licensed CPA firms. 

 

Tax & Regulatory Advisory

Tax integrated into financial strategy not treated as an annual event.

 

Business Tax Strategy

• Entity structuring and optimization

• C-Corporation, S-Corporation, and partnership advisory

• Federal and multi-state tax planning

• Compensation and distribution strategy

• Corporate retained earnings planning

• Estimated tax projections

• Transactional and restructuring considerations

 

C-Corporation & Governance Advisory

For companies operating within or transitioning to a corporate structure. Services include:

• Corporate tax planning and rate optimization

• Shareholder compensation strategy

• Equity and stock issuance considerations

• Dividend strategy planning

• Corporate-to-shareholder tax alignment

• Delaware structuring considerations

• Multi-state governance alignment

• Exit and acquisition tax modeling

 

Founder & Executive Tax Strategy

• High-income tax planning

• Equity and ownership structuring

• Retirement contribution optimization

• Capital gains strategy

• Multi-state residency considerations

 

Regulatory & Compliance Oversight

• Sales tax exposure review

• Payroll tax coordination

• Information reporting supervision

• IRS and state correspondence management

• Representation coordination when required

 

International Tax & Cross-Border Advisory

Structured coordination for clients operating across jurisdictions.

Services include:

• Cross-border structuring considerations

• International reporting coordination

• Foreign account compliance awareness

• Multi-jurisdiction tax alignment

• Global mobility and residency analysis

Domestic financial strategy aligned with international exposure.

 

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