Accounting for Startups

Getting the structure right

• Company Formation (U.S. & International)
• LLC, Corporation & Partnership Registration
• Registered Agent Services
• EIN Registration
• Foreign Qualification
• Annual Report Filings
• Business Licensing
• Corporate Governance Support
• Compliance Calendar Management

Accounting and financial reporting

Reliable financial reporting that supports informed business decisions.

• Bookkeeping
• General Ledger Maintenance
• Financial Statement Preparation
• Management Reporting
• Board Reporting
• Consolidated Financial Statements
• Month-End & Year-End Close
• Cash Flow Reporting
• MIS Reporting
• Financial Dashboard Development

Tax compliance

Ensure full compliance with federal, state, local, and international tax regulations while minimizing business risk.

• Corporate, Partnership & Individual Tax Returns
• Federal, State & Local Tax Compliance
• Sales & Use Tax
• Payroll Tax Compliance
• Multi-State Tax Compliance
• International Tax Reporting
• Information Reporting (1099, W-2, etc.)
• Tax Calendar Management
• Tax Health Checks
• Registered Agent Tax Notifications

CFO advisory and investor reporting

Executive-level financial leadership for growing businesses.

• Fractional CFO Services
• Strategic Financial Planning
• Business Performance Reviews
• Profitability Analysis
• Business Valuation
• Investor & Board Reporting
• Capital Raising Support
• Banking Relationship Management
• Financial Due Diligence
• Strategic Growth Planning