Accounting Services
Outsourced Accounting
We provide end-to-end accounting support tailored to your company’s growth stage and needs – monthly, quarterly, or annually. From reconciliations to reporting, we keep your books in order so you can focus on scaling.
Catch-Up & Clean-Up Work
Behind on your books or need a reset? We handle clean-up projects with zero judgment. Perfect for founders who’ve been heads-down building and need to get financials back on track.
Financial Reporting & Insights
From burn rate analysis to budget-to-actual reporting, we help you understand the numbers behind your business so you can make confident decisions.
1099s & Compliance Add-Ons
We support year-end compliance with 1099 filings, Form 3921 (ISO exercises), and other miscellaneous form reporting — so nothing slips through the cracks.
Tax Services
Federal & State Income Tax Filings
We handle your annual tax returns from start to finish — including Federal, State, and City filings. Services are customized to your entity type: C-Corp, S-Corp, LLC, or partnership.
Tax Planning & Strategy
We don’t just file — we plan. From founder compensation to multi-state considerations and stock options, our team helps you build tax-smart strategies as you grow.
Foreign Ownership & Compliance
Have international shareholders or bank accounts? We support:
- Form 5471 for foreign subsidiaries
- Form 5472 for foreign ownership in U.S. corps
- FBAR (FinCEN 114) for offshore accounts
IRS & State Notice Support
Received a notice from the IRS or a state agency? We help you interpret, respond, and resolve — including penalty abatement, audit defense, and correspondence.
specialty Tax Incentives
R&D Tax Credits
Claim valuable federal and state tax credits for qualified research expenses — like engineer wages, software builds, and prototype development — even if you’re not profitable yet.
We handle end-to-end credit analysis, documentation, and filing — and only charge if you qualify.
QSBS (Qualified Small Business Stock)
Founders and early employees may be eligible to exclude up to $10 million in capital gains. We help you:
- Determine eligibility
- Document QSBS stock basis and holding periods
- Prepare investor-ready attestations
We’ve helped founders secure QSBS treatment pre- and post-exit.
Financial Advisory
Fractional CFO Support
For growing companies that need strategic finance guidance without hiring a full-time CFO. We partner with founders and operators to bring clarity to cash flow, hiring plans, fundraising strategy, and more.
Financial Modeling & Forecasting
We build dynamic models that help you map out your growth — including revenue projections, hiring plans, runway calculations, and fundraising scenarios.
M&A & Investor Support
From data room prep to quality-of-earnings support, we help you navigate capital raises and acquisition opportunities with clean financials and clear reporting.
Crisis & Turnaround Advisory
When things go sideways, we bring calm to the chaos. Whether it’s cash crunch triage or strategic downsizing, we work quickly to stabilize your financial position.
