Additional Financial Services

Comprehensive financial solutions beyond traditional accounting. From business formation to specialized consulting, we provide the additional services your business needs to succeed and grow.

500+ Entities Formed
100+ Software Implementations
24/7 CFO Support
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Modern office workspace with advanced financial software and business formation documents

Specialized Financial Solutions

Comprehensive support services designed to complement our core accounting offerings and meet all your business needs.

Entity Formation

Complete business entity formation services including structure selection, registration, and initial compliance setup.

  • LLC and Corporation formation
  • Partnership agreements
  • EIN application and setup
  • Operating agreement drafting

QuickBooks Consulting

Expert QuickBooks setup, customization, training, and ongoing support to maximize your accounting software efficiency.

  • QuickBooks setup and customization
  • Data conversion and migration
  • User training and certification
  • Ongoing technical support

CFO Services

Part-time CFO services providing strategic financial leadership without the cost of a full-time executive.

  • Financial strategy development
  • Board presentation preparation
  • Investor relations support
  • Executive financial guidance

Financial Planning

Comprehensive financial planning services for both business operations and personal wealth management.

  • Retirement planning strategies
  • Investment portfolio analysis
  • Estate planning coordination
  • Insurance needs assessment

Notary Services

Professional notary services for business documents, contracts, and legal paperwork with convenient scheduling.

  • Document notarization
  • Mobile notary services
  • Apostille coordination
  • Document authentication

Business Registration

Complete business registration and licensing assistance to ensure your business is properly established and compliant.

  • State business registration
  • Professional license applications
  • Trademark and copyright filing
  • Annual compliance management

Financial Software Implementation

Expert implementation and support for leading financial software platforms

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QuickBooks

Complete QuickBooks setup, customization, and ongoing support for all versions.

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Xero

Cloud-based accounting solution implementation and training for modern businesses.

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Sage

Advanced Sage accounting software setup for larger business operations.

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NetSuite

Enterprise-level ERP implementation for comprehensive business management.

Business Entity Formation Guide

Choosing the right business structure is crucial for tax efficiency, liability protection, and operational flexibility.

Limited Liability Company (LLC)

Flexible structure offering liability protection with pass-through taxation and operational simplicity.

  • Personal asset protection
  • Tax flexibility
  • Operational simplicity
  • Multiple ownership options

S Corporation

Corporate structure with pass-through taxation, ideal for small to medium-sized businesses.

  • Pass-through taxation
  • Limited liability protection
  • Potential payroll tax savings
  • Formal corporate structure

C Corporation

Traditional corporate structure suitable for larger businesses and those seeking investment.

  • Unlimited growth potential
  • Easy to transfer ownership
  • Attractive to investors
  • Employee benefit advantages
Get Entity Formation Advice
Business formation documents and legal paperwork for entity registration and compliance

Part-Time CFO Services

Executive-level financial leadership when you need it, without the full-time commitment

Strategic Financial Planning

Develop comprehensive financial strategies aligned with your business objectives and growth plans.

Investor Relations

Professional financial presentations and investor communications to support funding initiatives.

Process Optimization

Streamline financial processes and implement best practices for improved efficiency and accuracy.

Risk Management

Identify, assess, and mitigate financial risks to protect and strengthen your business.

Service Packages

Bundled services designed to provide comprehensive support at competitive rates

Startup Package

$1,500
  • Entity formation (LLC or Corporation)
  • EIN application
  • Operating agreement or bylaws
  • Initial state registration
  • QuickBooks setup
  • Initial tax consultation
Get Started

Enterprise Package

Custom
  • Everything in Growth Package
  • Custom entity structure design
  • Advanced tax planning
  • Multi-state registration
  • Investor presentation preparation
  • Ongoing CFO services
Contact Us

Additional Services FAQ

Common questions about our specialized financial services

How long does entity formation take?

Most entity formations are completed within 7-14 business days, depending on state processing times. We handle all paperwork and follow up to ensure timely completion.

Do you provide ongoing CFO services?

Yes, we offer flexible CFO services ranging from monthly retainers to project-based consulting. Services can be scaled up or down based on your business needs.

Can you help with existing QuickBooks files?

Absolutely! We can review, clean up, and optimize existing QuickBooks files, as well as provide training to help you use the software more effectively.

What's included in financial planning services?

Our financial planning includes retirement planning, investment analysis, tax-efficient strategies, estate planning coordination, and insurance needs assessment tailored to your situation.

Ready to Expand Your Financial Services?

Discover how our additional services can support your business growth and operational efficiency.