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Q:
We work primarily with small to mid-sized businesses across all industries, but our specialty lies in supporting service-based and trade businesses. Whether you're just getting off the ground or managing multi-million-dollar revenue, we tailor our services to meet your specific stage and goals.
Q:
Absolutely. Many of our clients come to us with financials that are incomplete, disorganized, or not aligned with GAAP standards. We specialize in cleaning up past records, creating structure within your Chart of Accounts, and putting systems in place to ensure accuracy and clarity moving forward.
Q:
We primarily work with QuickBooks Online and integrate a variety of third-party platforms to streamline accounting workflows. If you're using another platform or considering a switch, we’re happy to evaluate your needs and recommend the best fit for your business.
Q:
Great question—these roles often overlap but serve different purposes:
Bookkeeping involves recording day-to-day financial transactions, such as reconciling bank accounts, managing invoices, processing payroll, and keeping your financial records organized.
Accounting builds on bookkeeping by interpreting financial data, preparing internal reports, and ensuring your records align with accounting standards like GAAP (Generally Accepted Accounting Principles).
CFO (Chief Financial Officer) services provide high-level financial strategy and oversight. This includes budgeting, forecasting, cash flow management, profitability analysis, and long-term financial planning. A fractional CFO acts as your strategic partner without the full-time cost.
CPAs (Certified Public Accountants) are licensed professionals who typically focus on tax preparation, audits, and compliance with federal and state regulations. We often work alongside your CPA to ensure your books are clean and tax-ready.
Contact Us
We're here to help you gain clarity and confidence in your business finances. Whether you have questions about our services or you're ready to take the next step, we'd love to hear from you. Reach out today and let's start the conversation.
(910) 367-5580
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