Bookkeeping & Financial Reporting
We take the burden of day-to-day bookkeeping off your shoulders with comprehensive monthly financial statement preparation. Our team reconciles all bank and credit card accounts, tracks accounts receivable and payable, and maintains an accurate general ledger. We work with QuickBooks Online, Xero, and Sage to match your existing systems.
Monthly close packages include a detailed profit and loss statement, balance sheet, cash flow statement, accounts receivable aging, and accounts payable report. We also provide custom reporting tailored to your specific business needs and industry requirements. All reports are delivered by the 10th business day of the following month.
For businesses with inventory, we offer cost tracking, COGS analysis, and physical inventory reconciliation support. We integrate with common POS systems including Square, Clover, Lightspeed, and Shopify for seamless data transfer.
Tax Preparation & Planning
Our tax practice serves corporations, S-corporations, partnerships, LLCs, and high-net-worth individuals. We prepare federal and multi-state returns with a focus on compliance while identifying legitimate tax-saving opportunities. Our team stays current with changing tax legislation including Section 179, bonus depreciation, R&D credits, and qualified business income deductions.
We offer proactive quarterly tax planning sessions for all business clients. These sessions review year-to-date financial performance, projected annual income, estimated tax payments, and strategies to minimize tax liability. We prepare and file all required extensions, quarterly estimated payments, and annual returns.
Representation before the IRS and state taxing authorities is included in our service agreement. We handle correspondence, audits, payment plans, and offers in compromise. Our enrolled agents are licensed to practice before the IRS.
Payroll Management
Full-cycle payroll processing includes employee and contractor payment processing, payroll tax calculation and withholding, direct deposit setup and management, and periodic payroll tax filings including Forms 941, 940, and state unemployment returns. We prepare and distribute W-2 and 1099-NEC forms annually.
Our payroll portal gives employees self-service access to pay stubs, direct deposit information, and tax withholding forms. You can run payroll on any schedule weekly, bi-weekly, semi-monthly, or monthly. We handle all Connecticut Department of Labor reporting including new hire reporting and unemployment insurance rate management.
CFO Advisory Services
Our fractional CFO service provides strategic financial leadership without the cost of a full-time executive. Services include cash flow forecasting and management, financial modeling for growth planning and fundraising, KPI dashboard development and monthly reporting, budgeting and rolling forecasts, and strategic planning support for mergers, acquisitions, and exits.
We serve clients at all stages from startups preparing for their first institutional round to established businesses evaluating expansion strategies. Engagements are typically structured as monthly retainer with scope determined during the initial discovery phase.