Comprehensive Financial Architecture

Precision in Every Detail.

Moving beyond the basics of accounting to provide a full-spectrum financial infrastructure for your business.

Outsourced CFO

The Strategic Retainer

Real-Time Financial Oversight

Traditional bookkeeping looks backward. We look forward. By acting as your Outsourced CFO, I integrate directly with your operations to ensure financial clarity every single day, not just at tax time.

  • Live Dashboard: 24/7 access to your custom Client Portal showing Revenue, Cash Flow, and Profitability.
  • Microsoft Dynamics 365: Enterprise-grade accounting software included in your retainer.
  • Strategic Planning: Quarterly deep-dive meetings to adjust trajectory and optimize tax liability.
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Tax Compliance

Risk Mitigation & Efficiency

Strategic Tax Planning

We don't just "file forms." We engineer your tax position. By understanding the interaction between your business entity and your personal estate, we minimize leakage and ensure total compliance.

Business

S-Corps (1120S), Partnerships (1065), and Sole Proprietorships (Sch C).

Individual

Complex Form 1040s, Real Estate (Sch E), and Investment Income.

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Payroll Services

Scalable Team Operations

Automated Workforce Management

Payroll is the most sensitive aspect of business operations. I provide a fully managed solution that ensures your team is paid correctly, and the IRS is paid instantly. No penalties. No stress.

  • Direct Deposit included standard.
  • Automated Federal & State tax deposits.
  • Year-end W2 and 1099 filing handling.
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Architecture Begins with a Conversation.

Your business deserves more than an annual filing. It deserves a year-round strategy. Let’s discuss your current position and map the route to your next milestone.

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