Services

As your company's CFO or Fractional CFO, we work directly with you as a financial advisor who helps you make smart money decisions. We will help you plan the company finances, figure out how to save money, and grow financially. Utilizing Kim's more than three decades of experience, your company can have an outsourced CFO at your disposal to help your business, big or small!

The systematic reporting and analysis of financial transactions is key to making the best decisions. After our team has your accounting complete, we provide easy-to-read reports. These reports come with full faith in all the numbers so you can make educated financial decisions for your company.

We work with our clients to provide accurate financial reports and in-depth analysis to help you better understand the financial performance of your business.

When our team handles your bookkeeping, you are able to focus on your growing company.

We provide accurate and timely bookkeeping services. We handle everything related to your daily bookkeeping for your business, making it easier for you to focus on your company's long-term growth. 

We offer a full range of payroll services for businesses across all industries. We can set up a payroll manager software for you and train your team on how to use it or we manage it directly for you. The flexibility of your needs is completely up to you. Our team will process all aspects of payroll from time tracking to filing your quarterly 941 forms to ensuring your team receives their year-end W-2s.

We work with you to provide a business budget that is tailored to your company and its growth. 

The way the activities of a business are controlled, monitored, planned and organized is very important to achieving success. Business management is quite comprehensive as it ranges from administration to marketing, and to everything in between. With the help of our management and leadership skills and appropriate business management tools, we can work with your management team to transform their leadership performance.  

We provide accurate and timely financial statements to help you make informed business decisions. Our team of experts uses the latest software and technology to ensure your financial statements are up-to-date.

Our tax planning services help you minimize your tax liability and take advantage of tax-saving opportunities. We stay up-to-date with all tax laws and regulations to ensure you receive the best possible tax advice.

We are happy to work with your external vendors to ensure you are getting the most value for your business. We are happy to assist with obtaining competitive quotes using our network of contacts to better serve your business.

We offer business formation services to help you start your own business. Our team of experts can assist you with everything from choosing the right business structure to registering your business with the government.

We provide accounting software to help you manage your finances more efficiently. Our team of experts can assist you with everything from choosing the right software to setting it up and training your staff.

If you are a business who does not have an experienced Human Resources expert, we can help you! Kim has spent the last 20 years working not only as a corporate accountant, but also acting as a HR Manager. We can help you with navigating recruiting and onboarding, coaching and counseling, labor regulations, benefits administration, employee handbook creation, and employee reviews. We become an unbiased party your team can have the confidence to talk with in the event they are experiencing issues in the workplace. We can help facilitate those discussions to help you build a stronger team.