Core Subscription Services
Fractional CFO
Small and medium-sized businesses (SMBs) strive to navigate the complex financial challenges that are vital to exponential growth. Fractional CFO services strategic approach allows startups and growing businesses to benefit from high-level financial strategy without the full-time cost, delivering scalable transformative value. SMBs that experience accelerated growth while remaining mission-focused often do so through the cost-effective and responsible engagement of a seasoned CFO with the sharp financial acumen of a CPA.
Services
In addition to Fractional Controller and Senior Accounting Services, we provide:
Financial Modeling: Budgeting, forecasting, and projections
Cash Flow Management: Projection, analysis, and optimization
Strategic Data & KPI Analytics: Insights to drive informed decision-making
Financial Statement Preparation & Assurance: Full suite of monthly and on-demand financial statements
Tax & Regulatory Compliance: Sales, use tax, assessments, 1099 filings, and business licensure
Fractional Controller
Every SMB needs a certain level of Controller oversight to enhance the value of its general accounting staff. Our Fractional Controller services possess the expertise to compile financial reporting, transform infrastructure, and effectively manage cash flow. With the added skills of a CPA, our team continually diagnoses, develops, and implements value-added processes to optimize your financial operations and strategy.
Services
In addition to Senior Accounting services, we provide:
Monthly/Quarterly Closings: Comprehensive review of all necessary general ledger accounts
Cash Flow & Treasury Management: Efficient management and oversight of cash resources
Financial Statement Compilation: Ensuring accuracy and completeness of financial reports
Chart of Accounts (COA) & Categorization: Custom classification and allocation of financial data
Internal Control Processes: Diagnosing, developing, defining, and implementing
Senior Accounting
Timely and accurate accounting services are essential for understanding your business’s current financial health. Our Senior Accounting services go beyond the basics by eliminating pain points and ensuring that your financial processes flow seamlessly. The value-added outcomes allow business owners to focus on growth and delivering exceptional products or services.
Services
General Ledger Posting: Weekly updates or as required
Reconciliations: Bank, POS, credit card, accounts payable (AP), and accounts receivable (AR)
Accounts Payable: Bill processing and vendor management
Accounts Receivable: Timely invoicing per period
Payroll Processing: Ensuring timely and accurate payroll management
Independent Contractor Processing: Managing contractor payments and documentation
Requisite Meetings: Regular management and peer discussions for financial insights
Add On & Ad Hoc Engagements
Taxation
Navigating the ever-changing landscape of IRS and state tax regulations can be daunting. Our Team takes an aggressive and diligent approach to ensure your personal and business tax returns remain fully compliant.
We add value by minimizing your tax liability while ensuring accurate and timely filing, providing peace of mind for individuals and businesses alike.
Services
1040, 1065 & 1120 Tax Return Preparation & Filing
Personal Financial Statement Preparation
FAFSA & HESSA (Education Student Loans)
Mortgage Analysis
IRS & State Agency Representation
Estates & Trusts
Comprehensive estate planning is essential for protecting, growing, and preserving your assets for future generations. The creation of trusts plays a pivotal role in asset protection and control, while simultaneously minimizing estate tax liability. Our team works closely with you to evaluate your personal and business landscape, identify your needs, formulate a strategy, and execute a plan that ensures your succession goals are met with efficiency and precision.
Services
Estate Tax Returns
Gift Tax Returns
Trust Tax Returns
Charitable Gifting Strategy
Succession Strategic Planning
Non-Profit
Navigating the complex landscape of governmental, proprietary, and fiduciary classifications within GAAP fund accounting regulations for non-profit entities requires specialized expertise, which our firm has developed through years of experience. We have a proven track record of success in obtaining approval for IRS Application for Recognition of Exemption Under Section 501(C)(3), ensuring that non-profits meet all regulatory requirements.
Services
IRS Form 990: Exempt Tax Return preparation and filing
IRS Form 1023: Recognition of Exemption Under 501(C)(3) preparation and filing
Fractional Accounting Services: Refer to core services menu
Accounting Software (QuickBooks & Other Providers)
Choosing the right accounting software that aligns with your entity’s technological needs, compliance requirements, scalability, and operational efficiency can be a challenging decision. Setting up or resetting the software adds another layer of complexity. Our extensive experience with various accounting platforms enables us to conduct a comprehensive evaluation of your financial and operational needs, ensuring we recommend the most suitable software for your business.
Services
Initial Setup & Customization: QuickBooks, Sage Intacct, Oracle NetSuite, and other providers
Reset/Reconfigure Chart of Accounts & Categorizations: Tailored to your unique needs
Training: Ensuring you and your team are proficient in utilizing the system
Financial Modeling
No matter your specific deliverable, our team amassed years of expertise in developing advanced Microsoft Excel models that not only support your past financial performance but also highlight your current financial health and project your financial future. Our unique value lies in our ability to leverage Excel’s functions to their fullest potential—so much so that “push Excel to its limits".
Services
Budgets: Creating detailed financial plans for your business
Forecasts: Predicting future financial outcomes based on historical data
Projections: Developing long-term hypothetical scenarios to guide strategic decisions
Cash & Accrual Basis: Tailored financial models for both accounting methods
Assumptions & Drivers: Full supportive schedules affirming financial predictions
Election & Government
Navigating federal and state election law financial reporting requirements is a specialized area of expertise. Through years of experience representing political parties, PACs, and candidates at both federal and state levels, I have mastered the intricacies of these regulations, ensuring compliance and accurate reporting for all stakeholders.
Services
FEC Treasurer Services: Party, PAC, and Candidate Formation, Dissolution, and Reporting
FEC: Personal Financial Disclosure & Ethics Statement Preparation
NJ ELEC Treasurer Services: Party, PAC, and Candidate Formation, Dissolution, and Reporting
NJ ELEC: Personal Financial Disclosure Preparation