Advisory

Financial Advisory Services

We have an extensive list of advisory services for businesses that want to get ahead of the game by forecasting their cash flow, sales, and payables. These services put you ahead of the game by comparing your business metrics to other businesses in your industry by NAICS code, geographic location, or specialty. Businesses that utilize advisory services know ahead of time how lenders and clients perceive their overall health, safety, audit, and compliance posture.

Industries we serve

Contractors

  • Construction, Electrical, Plumbing, and Remodeling 
  • Bookkeeping, Project Profitability Tracking, and Tax Preparation 
  • Tax Preparation and Electronic Filing—All Business Formations 
  • Payroll Assistance Available with Full Tax Filing Compliance 
  • Independent Contractor 1099s E-Filing and Mailing 
  • Mobile Device Management for Cybersecurity Safety 
  • Cyber Attack Threat Hunting and Ransomware Response 

Insurance

  • Insurance Agencies and Brokers 
  • Payroll Assistance Available with Full Tax Compliance 
  • QuickBooks or QuickBooks Online Diagnostics and Monthly Bookkeeping 
  • Payroll Assistance Available with Full Tax Filing Compliance 
  • Tax Preparation and Electronic Filing—All Business Formations 
  • Network and Mobile Device Management 
  • Cyber Attack Threat Hunting and Ransomware Response 

Real Estate Property Management

  • Accounts Payable Management 
  • Accounts Receivable Management 
  • QuickBooks or QuickBooks Online Diagnostics and Monthly Bookkeeping 
  • Payroll Assistance with Full Tax Filing Compliance 
  • Independent Contractor 1099 E-Filing and Mailing 
  • Tax Preparation and Electronic Filing—All Business Formations 
  • Network and Mobile Device Management 
  • For Cybersecurity Safety 
  • Cyber Attack Threat Hunting and Ransomware Response 

Rental Real Estate

  • Receipts Tracking 
  • Independent Contractor 1099’s E-Filing and Mailing 
  • Payroll Assistance with Full Tax Compliance 
  • Live and Catch-Up Bookkeeping 
  • Tax Preparation and Electronic Filing—All Business Formations 
  • Business Formation Assistance 

Real Estate Property Management

  • Accounts Payable Management 
  • Accounts Receivable Management 
  • QuickBooks or QuickBooks Online Diagnostics and Monthly Bookkeeping 
  • Payroll Assistance with Full Tax Filing Compliance
  • Independent Contractor 1099 E-Filing and Mailing 
  • Tax Preparation and Electronic Filing—All Business Formations 
  • Network and Mobile Device Management 
  • For Cybersecurity Safety 
  • Cyber Attack Threat Hunting and Ransomware Response 

Rental Real Estate

  • Receipt Tracking 
  • Independent Contractor 1099s E-Filing and Mailing 
  • Payroll Assistance with Full Tax Compliance 
  • Live and Catch-Up Bookkeeping 
  • Tax Preparation and Electronic Filing—All Business Formations 
  • Business Formation Assistance 

Transportation

  • Receipts Tracking 
  • Independent Contractor 1099’s E-Filing and Mailing 
  • Payroll Assistance with Full Tax Compliance 
  • Live and Catch-Up Bookkeeping 
  • Cyber Attack Threat Hunting and Ransomware Response 
  • Tax Preparation and Electronic Filing—All Business Formations

Non-Profit

  • Live and Catch-Up Bookkeeping 
  • Receipts Tracking 
  • Independent Contractor 1099 E-Filing and Mailing 
  • Payroll Assistance with Full Tax Compliance 
  • Network and Mobile Device Management. 
  • Cyber Attack Threat Hunting and Ransomware Response 
  • Tax Preparation and Electronic Filing