Cloonan CPA Services

Get clean, timely financials and a clear view of business finances each month, while making tax time more manageable.

Build a faster, more reliable accounting system that delivers clean data, useful reports, and a smoother month-end close.

Helps businesses manage sales and use tax filings, payments, and compliance details while preparing for notices and audits.

Turn financial data into an operating plan, track performance against targets, and use regular reviews to guide next steps.

Receive reliable, purpose-fit financial statements and supporting schedules for clearer oversight and stakeholder decisions.

Gives nonprofits clear, board-ready financial information and proactive accounting support to help keep their mission front and center.

Receive clear, timely fund-level financial information and practical accounting support for monthly operations, budgets, grants, and year-end reporting.

Get accurate, timely business tax filings, manage estimates and deadlines, and receive clear recommendations while focusing on running your company.

Plan wealth transfers, support family and charitable goals, and manage transfer taxes with modeled strategies and coordinated implementation.

Helps nonprofits file accurate returns, navigate tax and state requirements, and give boards, donors, and regulators clearer compliance information.

Helps businesses establish a defensible sales and use tax approach, address exposure, configure systems, and manage compliance challenges.

Helps individuals minimize taxes legally, align tax decisions with cash flow and goals, avoid surprises, and stay compliant throughout the year.

Plan federal taxes year-round, evaluate the tax impact of business decisions, and implement documented strategies designed to reduce risk and maximize opportunities.

Clarify state and local tax obligations, address exposure, and implement practical strategies to support compliant filings and informed business decisions.

Get strategic financial plans, clearer cash visibility, and decision-ready reporting to support growth without the cost of a full-time CFO.

Get dependable monthly accounting and proactive financial guidance to make faster, better-informed decisions without building an internal accounting team.

Helps founders launch with organized accounting, a financial plan, and funding-ready materials, with ongoing guidance as the business grows.

Align financial plans with business goals, clarify growth priorities, and support confident execution with forecasts, cash planning, and measurable milestones.

Helps businesses reduce compliance risk and meet regulatory requirements with practical processes that minimize disruption to operations.

Turn accounting and operational data into clear insights that help customers spot issues, understand performance, and make decisions faster.

Monthly Bookkeeping Services

Virtual monthly bookkeeping for small businesses, nonprofits, local governments, and special purpose entities. Includes transaction capture and categorization, reconciliations, accounts receivable and payable posting, month-end close, general ledger review, monthly statements, fixed asset and depreciation schedule maintenance, and 1099 vendor tracking and preparation. Clients may use QuickBooks Online or a preferred system and exchange documents through a secure portal. Onboarding includes account access, chart cleanup, rule setup, and an initial close.

• Complete The Monthly Close
  Establishes a regular process for reviewing and completing monthly bookkeeping.
• Keep Transactions Organized
  Captured and categorized transactions help maintain clean, timely financial records.
• Verify Account Balances
  Monthly reconciliations review bank and credit card activity as part of the close.
• Review Monthly Financials
  Recurring statements help clients understand profit and loss, balance sheet, and cash flow.
• Record Receivables And Payables
  Keeps receivable and payable activity reflected in accounting records.
• Track Vendors Year-Round
  Ongoing vendor tracking supports year-end 1099 preparation.
• Clarify Coding And Variances
  Documented coding rules and variance summaries explain transaction coding and noted variances.
• Set Up A Consistent Workflow
  Connects accounts, gathers records, cleans up the chart, and sets up rules before ongoing monthly work.
• Maintain Asset Records
  Keeps the fixed asset register and depreciation schedules current.
• Share Documents Securely
  Clients exchange bookkeeping documents through a secure portal.

Accounting system development

Designs, implements, and optimizes accounting systems for small businesses using QuickBooks Online or a preferred system. Work can include setting up or cleaning accounting files, migrating data, redesigning the chart of accounts, automating workflows, connecting applications, configuring controls, and building reports and dashboards. Implementation includes testing, variance checks, team training, and optional follow-up optimization.

• Establish A Clean Accounting Foundation
  A configured or cleaned accounting file provides a structured starting point for accounting data and reporting.
• Streamline Recurring Accounting Work
  Configured workflows, rules, and feeds help teams handle routine accounting processes and month-end close.
• Deliver Clear Financial Reports
  Reports, dashboards, and variance materials organize financial information for decision-making.
• Organize Financial Data For Reporting
  A redesigned chart and related classifications organize information for clear, relevant financial reports.
• Connect Business Tools And Align Data
  Integrations and mapping establish how information moves between systems and how it is reconciled.
• Define Access And Approval Processes
  Configured roles, approvals, audit trails, and procedures establish accounting controls.
• Validate And Refine The System
  Parallel runs and variance checks test the setup; follow-up tune-ups can refine systems and reporting.
• Equip Teams With Practical Guidance
  Training and written procedures guide team members in using the system and following workflows.
• Exchange Documents Through A Secure Portal
  A secure portal supports document exchange for the engagement.

Sales Tax Preparation and Filing

Manages sales and use tax compliance from nexus assessment and registrations through return preparation, e-filing, and payment remittance. Includes taxability reviews, tax code mapping, marketplace and ecommerce support, use-tax accruals, certificate management, reconciliations, compliance calendars, and notice and audit readiness support. Works with QuickBooks Online and common POS and ecommerce platforms, with optional Avalara or TaxJar data preparation or integration. Deliverables include filed returns, payment confirmations, jurisdiction summaries, and notes on exceptions or adjustments.

• Identify And Address Filing Obligations
  Helps determine where registration is needed and establish the filing footprint.
• Prepare And File Returns
  Prepares returns at the applicable frequency and submits them electronically.
• Apply Appropriate Tax Codes
  Reviews and system mapping help align tax treatment with the filing process.
• Remit Tax Payments
  Payment remittance is included, with confirmations provided to clients.
• Manage Filing Dates
  Organizes filing obligations and due dates.
• Support Online Sales Compliance
  Supports ecommerce brands and marketplace sellers with their filing process.
• Accrue Use Tax
  Addresses purchases on which sales tax was not collected.
• Resolve Filing Discrepancies
  Helps identify filing issues and provides notes on adjustments and suggested next steps.
• Manage Tax Certificates
  Supports handling exemption and resale documentation.
• Address Tax Notices
  Includes support for resolving sales and use tax notices.
• Prepare Audit Documentation
  Documentation, schedules, and liaison support help clients prepare for audits.
• Connect Tax Data Sources
  Works with common accounting, POS, and ecommerce platforms and can support Avalara or TaxJar data.

Budget Development & Review

Develops data-driven operating budgets, rolls them into forecasts, and conducts monthly reviews. Covers budget preparation, approval, execution, and review. Deliverables can include annual budgets, rolling 12-month forecasts tied to actuals, cash-flow plans, department or location budgets, KPI dashboards, and monthly budget-versus-actual reports with variance notes and action items. The process includes draft development, revisions, approval, monthly reviews, and quarterly scenario reforecasting.

• Build Budgets From Goals And Prior Results
  Uses prior results and current goals to develop operating plans across organizational levels.
• Compare Actual Results With Budget Targets
  Monthly comparisons and action items help identify performance differences.
• Update Forecasts With Actuals And Scenarios
  Maintains a forward-looking forecast tied to actual results with quarterly updates and scenarios.
• Review Results And Refine Future Budgets
  Uses results and lessons to improve the next budget.
• Track Actuals And Maintain Accountability
  Monitors performance and controls against targets to support accountability.
• Plan Cash Flow Weekly Or Monthly
  Adds a cash-flow plan alongside the operating budget.
• Prepare Plans For Owner Or Board Approval
  Prepares budget packages for owner or board review, with revisions and approval.
• Allocate Budgets By Department Or Location
  Organizes plans for distinct parts of the organization.
• Set Targets And Monitor Key Metrics
  Establishes KPI targets and tracks measures through dashboards.

Financial Statement Preparation

Prepares financial statements and supporting schedules for management, lenders, boards, potential buyers, and other stakeholders. Engagements range from management-use reporting and preparation or compilation without assurance to audit or review support, including PBC packages and liaison with an independent auditor. Statements can follow GAAP, income-tax, cash, modified cash, or another acceptable framework suited to reporting purpose and lender requirements. Includes monthly close and reporting, year-end packages, and secure document exchange and archiving.

• Deliver Complete Financial Reporting
  Core statements and supporting schedules provide a fuller view of financial position and activity.
• Match Statements To Reporting Needs
  Guidance helps select a framework for the reporting purpose and lender requirements.
• Choose A Suitable Engagement
  Selects a reporting engagement according to the reporting need.
• Receive Timely Monthly Reporting
  A defined close and delivery schedule provides regular statements and review.
• Prepare Reports For Stakeholders
  Provides reporting for financing, due diligence, oversight, and agency requests.
• Prepare Year-End Reporting Materials
  Provides tie-outs and support for tax and third-party reporting requests.
• Coordinate Independent Audit Support
  Provides a PBC package and auditor coordination when audit or review support is needed.
• Document Policies And Close Procedures
  Documents accounting policies and close procedures.
• Manage Documents Through A Secure Portal
  Supports secure document exchange, approvals, and archiving.

Nonprofit Accounting Services

Provides virtual accounting support for charitable organizations, foundations, associations, and faith-based nonprofits. Services include fund and program accounting, grant tracking, monthly close, board-ready reporting, budgeting and forecasting, transaction processing, fixed-asset tracking, compliance support, and secure document exchange. Deliverables include monthly financials by organization, fund, or program; budget-to-actual and grant-spending reports; and Form 990 preparation support.

Category: Accounting Services

• Track Funds By Program
  Organizes nonprofit accounting by fund and program, including restricted and unrestricted funds.
• Prepare Board-Ready Financials
  Provides board-focused financial information and reporting by organization, fund, or program.
• Monitor Grant Spending
  Reviews grant activity against budgets and allowable costs, with reports and schedules.
• Close And Reconcile Monthly
  Supports consistent records through monthly close and documented reconciliations.
• Prepare And E-File 990 Returns
  Prepares and electronically files applicable Form 990 returns.
• Plan Budgets By Program
  Supports budgeting by fund or program and planning for multi-year grants.
• Record Donor Revenue
  Addresses donor revenue recognition in accounting records.
• Strengthen Accounting Controls
  Supports nonprofit policies and controls for duties, approvals, and documentation.
• Process Payables And Receivables
  Handles payable and receivable activity in nonprofit accounting operations.
• Record In-Kind Entries
  Records in-kind entries in nonprofit accounting records.
• Prepare Audit Support Materials
  Prepares schedules and coordinates with auditors for audit, review, or compilation.
• Track Assets And Depreciation
  Maintains fixed-asset records and depreciation schedules.
• Manage Vendor 1099 Reporting
  Supports vendor compliance and 1099 reporting.
• Connect Accounting And Donor Systems
  Uses nonprofit tracking structures and connects donor or grant platforms and bank feeds.
• Exchange Documents Securely
  Shares documents through a secure client portal.

Local Government Accounting Services

Provides fund accounting and ongoing financial support for boroughs, townships, cities, municipal authorities, fire and EMS organizations, libraries, and special purpose districts. Services include fund setup, close and reconciliations, budgeting, grant accounting, capital asset and debt schedules, payables and receivables, internal controls, and government reporting. Deliverables include monthly fund packages, grant reports, year-end auditor and state filing materials, and related schedules. Works with QuickBooks or an existing municipal system and offers secure document exchange.

Category: Accounting Services

• Organize Government Finances By Fund
  Establishes fund structures and coding for tracking and reporting government activities.
• Keep Monthly Records Current And Reconciled
  Regular close and reconciliation provide timely financial information and documented activity.
• Prepare Financial And Compliance Reports
  Statements, auditor materials, and filing support help prepare required reports and year-end documentation.
• Track Budgets Against Actual Results
  Helps teams review financial activity across funds and present budget information to boards and councils.
• Track Awards And Support Grant Reporting
  Documents award activity, eligible costs, matching, and drawdowns, with compliance schedules.
• Maintain Asset And Debt Schedules
  Organized asset, infrastructure, depreciation, and debt schedules support records and year-end reporting.
• Support Vendor And Revenue Processes
  Covers vendor administration and 1099s, plus utility or enterprise billing and related allocation.
• Document Controls And Approval Procedures
  Defines procedures for duties, approvals, documentation, purchasing, and credit card activity.
• Use Existing Systems And Share Documents Securely
  Works with existing systems and supports secure document exchange and optional financial dashboards.

Business Tax Preparation Services

Prepares business tax returns and related filings for LLCs, partnerships, S corporations, C corporations, nonprofits, and single- or multi-state filers. Services include federal, state, and local returns; extensions and amended returns; book and tax adjustments; depreciation schedules; estimated taxes; and e-filing. Deliverables include filed returns, acknowledgements, workpapers, next-year estimates and due dates, and a plain-English summary. The process includes document collection, ledger review, draft and tax-savings review, e-signature, filing, and post-filing support.

• Prepare Federal Business Returns
  Provides prepared federal returns for partnerships, corporations, and nonprofits.
• File Across Multiple Jurisdictions
  Manages relevant state and local filings, including multi-state returns.
• Review Potential Tax Savings
  Considers credits, elections, and entity considerations for tax-saving opportunities.
• E-File And Receive Return Records
  Completes filing electronically and provides return records and acknowledgements.
• Align Books With Tax Reporting
  Helps identify book-to-tax adjustments and resolve questions during return preparation.
• Calculate And Track Tax Estimates
  Provides calculations and reminders for upcoming business tax payments.
• Plan Ahead With Clear Deliverables
  Provides workpapers, estimates, due dates, and recommendations for the next year.
• Address Filing Changes And Prior Issues
  Supports extensions, amendments, and prior-year issue cleanup.
• Organize Depreciation And Asset Records
  Provides schedules with tax workpapers and the final return package.
• Track Basis And Capital Accounts
  Tracks officer or partner basis and capital account information for returns.
• Handle Apportionment And Composite Filings
  Addresses apportionment and applicable composite or withholding filings.
• Get Support After Filing
  Continues assistance with notices, amendments, and planning opportunities.

Estate & Gift Tax Planning

Provides tax analysis and planning for individuals, families, and business owners to support wealth preservation, family goals, and transfer tax management. Services include gifting strategies, business and real estate transfer planning, trust and entity coordination, charitable planning, tax and cash-flow modeling, and gift tax return preparation. Coordinates with estate attorneys and appraisers; legal document drafting is handled by the client's attorney. Planning includes implementation and updates as rules and circumstances change.

• Plan Gifts With Tax Considerations
  Compares gifting approaches against client goals.
• Track Exemption Use And Portability
  Monitors exemption usage and portability elections between spouses.
• Plan Business And Property Transfers
  Coordinates tax planning for transfers, appraisals, and applicable valuation discounts.
• Prepare Returns And Coordinate Filings
  Supports applicable gift tax filings and coordinates estate return matters with counsel.
• Coordinate Trust And Entity Planning
  Aligns tax planning with trust and entity arrangements in collaboration with the estate attorney.
• Compare Modeled Planning Options
  Projects tax impacts to inform planning decisions.
• Update Plans As Circumstances Change
  Reviews and updates strategies over time and tracks implementation.
• Guide Funding And Basis Decisions
  Funding checklists and basis planning map implementation steps.
• Coordinate Charitable Giving Strategies
  Coordinates charitable giving approaches as part of client planning.
• Document Valuations And Elections
  Prepares supporting documentation for valuations and elections.

Nonprofit tax services

Prepares and e-files nonprofit returns including Forms 990, 990-EZ, 990-N, and 990-T, and supports state unrelated business income filings, charitable solicitation registrations, and state copies of Form 990. Services also cover public support tests, contribution and fundraising reporting, sales and use tax exemption guidance, foreign activity disclosures, governance narratives, and responses to tax notices. The process includes secure document collection, board notes, review, e-filing, and post-filing support. Deliverables include filed returns, acknowledgements, schedules, a board copy and summary, and next-year due dates and recommendations.

• File Required Nonprofit Returns
  Provides return preparation, e-filing, acknowledgements, and a final package.
• Monitor Public Charity Status
  Supports public support monitoring with calculations and backup materials.
• Manage State Filing Requirements
  Provides support for registrations, renewals, and state filings.
• Document Contributions And Gifts
  Organizes contribution reporting and supporting documentation.
• Respond To Notices And Audits
  Supports notice responses, abatement requests, and audit matters.
• Evaluate Unrelated Business Income
  Reviews UBI sources and filing considerations.
• Address Exemptions And Taxable Events
  Helps with exemption applications and identifying taxable events.
• Report Fundraising Activities
  Provides tax reporting support for fundraising activities.
• Prepare Board-Ready Tax Materials
  Helps boards review filings with narratives, return copies, and summaries.
• Plan For Upcoming Tax Obligations
  A calendar and recommendations help prepare for upcoming filings.
• Report Foreign Activities And Grants
  Addresses required foreign activity and grant disclosures.
• Complete A Guided Filing Process
  Guides clients through secure collection, review, approval, and electronic filing.

Sales and Use Tax Consulting

Provides sales and use tax consulting to help businesses assess registration needs and taxability, configure tax systems, and respond to notices or audits. Covers nexus, registrations, certificates, voluntary disclosures, look-back remediation, audit readiness and defense, and compliance process design. Recommendations and implementation support are tailored to sales channels, systems, jurisdictions, and products or services.

• Clarify Registration Obligations
  Assesses registration requirements and provides a plan for establishing or optimizing a filing footprint.
• Determine Taxability
  Provides written guidance on sales and use tax treatment.
• Align Tax Systems
  Helps align tax codes, rates, and exemptions across business systems.
• Prepare For Audits
  Organizes audit information and supports responses to requests.
• Manage Exemption Certificates
  Creates a structured approach to certificate management.
• Address Historical Exposure
  Plans ways to address potential past-period tax exposure.
• Respond To Tax Notices
  Provides notice response and abatement request support.
• Maintain Compliance Processes
  Establishes repeatable procedures and reviews as business circumstances change.

Personal income tax planning

Builds year-round personal tax plans aligned with client cash flow and goals. Includes projections, estimated tax and withholding guidance, planning for investments and income, and federal, state, and local considerations. Clients receive a written memo, projection worksheets, estimate vouchers, withholding guidance, and a year-end checklist, with check-ins to adjust plans as circumstances change.

• Anticipate Tax Liability
  Projections help clients see potential outcomes and adjust plans as circumstances change.
• Plan Payments And Withholding
  Guidance and reminders help clients plan payments and due dates.
• Follow A Timely Tax Plan
  A written memo, actions, and due dates provide a plan that can be updated over time.
• Coordinate Account Contributions
  Helps clients consider account contributions as part of their personal tax plan.
• Model Equity Compensation Taxes
  Evaluates equity compensation and AMT considerations before action.
• Review Owner Tax Considerations
  Addresses owner compensation, basis, and QBI considerations.
• Address Multi-State Tax Exposure
  Considers tax exposure related to residency, remote work, and local wage taxes.
• Coordinate Charitable Giving
  Evaluates charitable giving approaches within a broader tax plan.
• Evaluate Real Estate Tax Factors
  Considers real estate tax factors in personal planning.
• Coordinate Planning And Filing
  Connects year-round actions with tax-season filing.
• Capture Deductions And Credits
  Helps organize deductions and credits for consideration.
• Coordinate Education Tax Decisions
  Plans education accounts, credits, and tuition payment timing.

Federal Tax Consulting

Provides year-round federal tax planning for LLCs, partnerships, S corporations, and C corporations. Models potential tax impacts, aligns recommendations with business goals, and supports implementation of elections, policies, and process changes. Covers entity structure, fixed assets, inventory and accounting methods, compensation, benefits, meals and travel, retirement plans, credits, projections, and estimates. Deliverables include planning memos, worksheets, estimate schedules, supporting documents, depreciation and capitalization schedules, and policy templates.

• Align Entity Structure With Business Goals
  Evaluates entity, compensation, and basis considerations within a federal tax strategy.
• Plan Asset Deductions And Depreciation
  Models and documents fixed asset and capitalization approaches.
• Model Federal Tax Scenarios
  Quantifies scenario impacts to inform decisions.
• Implement And Monitor Tax Strategies
  Turns recommendations into documented actions and adjusts plans as facts change.
• Review Inventory Methods And Elections
  Assesses inventory costing and related tax considerations.
• Evaluate Compensation And Fringe Benefits
  Reviews compensation and benefit arrangements.
• Identify Applicable Credits And Elections
  Reviews potential credits and federal tax elections.
• Plan Quarterly Tax Estimates
  Provides an estimate schedule and quarterly tax guidance.
• Document Meals And Travel Policies
  Develops supporting policies and documentation for deductions.
• Plan Retirement Contributions And Funding
  Reviews retirement plan design and funding timing.
• Receive Documented Recommendations And Schedules
  Provides planning recommendations and supporting work products.

State & Local Tax (SALT) Consulting

Helps businesses assess state and local tax exposure, design a compliant filing footprint, and implement SALT strategies aligned with business objectives. Covers nexus and registrations, income, franchise, gross receipts and local business taxes, credits, M&A due diligence, sales and use tax, property and excise taxes, and controversy and remediation. Includes exposure analysis, written plans, implementation, and ongoing notice, audit, taxability, and footprint support.

• Clarify Where You Must Register
  Assesses nexus and plans registrations or closures to establish a filing footprint.
• Plan State And Local Tax Filings
  Provides guidance on apportionment and state, city, and local tax obligations.
• Resolve Notices And Reduce Exposure
  Assists with notices, audits, disclosures, and penalty or interest abatement.
• Align Taxability And Systems
  Supports sales and use tax processes with taxability and systems guidance.
• Implement Plans And Maintain Compliance
  Turns findings into action and provides timelines and periodic footprint and taxability reviews.
• Identify Incentives And Support Claims
  Screens for incentives and prepares supporting documentation.
• Assess Tax Exposure Before Transactions
  Quantifies exposure and supports pre-close and transaction-related steps.
• Address Property And Excise Taxes
  Provides support for property and excise tax issues.

Remote CFO Services

Provides fractional, remote CFO support for owner-led and growing organizations. Services include financial planning, cash flow management, budgeting, performance analysis, profitability and growth planning, capital and lender support, and accounting oversight. Clients receive monthly reporting and review, with quarterly forecast and strategy updates. Engagements may be monthly retainers or projects, and the service works alongside bookkeeping and tax teams.

• Plan For Multiple Business Scenarios
  Uses plans, forecasts, and scenarios to evaluate outcomes and inform decisions.
• Improve Visibility Into Cash Needs
  Tracks near-term cash, liquidity, burn, runway, and working capital.
• Track Budgets And Key Performance
  Compares actual results with budgets and reviews KPIs and variances.
• Assess Profitability And Growth Capacity
  Examines margins and unit economics alongside plans for growth.
• Review Results And Set Next Steps
  Regular reporting and meetings focus on decisions, actions, and strategic checkpoints.
• Prepare For Lender Discussions
  Reviews debt and covenants and prepares financing materials.
• Prepare Clear Stakeholder Updates
  Helps communicate financial information to investors and boards.
• Strengthen Financial Oversight
  Coordinates financial reviews and accounting policies with existing teams.
• Choose A Retainer Or Project
  Selects ongoing support or defined projects with optional add-ons.

Client Advisory Services (CAS)

Combines monthly accounting operations, reporting, and guidance for organizations seeking dependable accounting without an internal accounting team. Services include close and reconciliations, management reporting, scoped payable and receivable workflows, payroll coordination, accounting technology setup and automation, and advisory meetings. Includes a monthly close and reporting cadence and quarterly process, KPI, and technology tune-ups.

Category: Accounting Services

• Maintain Reliable, Up-To-Date Books
  A structured close process provides dependable records for reporting and review.
• Turn Financial Reviews Into Next Steps
  Connects results with analysis and recommendations.
• See Performance In Clear Reports
  Regular statements and performance measures provide clear financial information.
• Improve Payables And Receivables Oversight
  Defined workflows organize approvals, vendor information, invoicing, and follow-up.
• Streamline Accounting Workflows
  System setup, rules, and connected tools support accounting workflows.
• Establish A Consistent Monthly Rhythm
  Onboarding establishes workflows and an ongoing monthly process.
• Track Actions And Compliance Dates
  Tracks follow-up actions, compliance dates, and scoped workflow status.
• Coordinate Payroll Accounting Activities
  Connects payroll information with accounting operations.
• Refresh KPIs, Processes, And Technology
  Scheduled tune-ups revisit KPIs, processes, and technology.

Start-Up Advisory Services

Helps founders establish an accounting foundation, plan finances, and prepare for funding. Support includes entity and tax setup, financial modeling, accounting system configuration, funding and due diligence preparation, and ongoing accounting and advisory options as the business grows. The firm handles finance, accounting, and tax matters and coordinates with the founder's attorney on corporate documents.

• Plan Cash, Hiring, And Business Growth
  Uses financial models to support cash, hiring, and business planning.
• Choose And Set Up A Business Entity
  Provides guidance on entity options, founder equity, and tax elections.
• Configure A Practical Accounting Foundation
  Establishes a configured accounting system and connected workflows.
• Prepare Materials For Funding
  Organizes financial information and prepares funding materials.
• Prepare For Financial Due Diligence
  Reviews financial and tax records and addresses cap table and option planning.
• Continue Financial Guidance As You Scale
  Provides ongoing accounting or CFO support as the business grows.
• Track Key Business Compliance Deadlines
  Keeps relevant business compliance deadlines visible.

Strategic Planning Services

Combines finance analysis with business strategy to turn goals into actionable plans. Includes benchmarking, scenario analysis, 12–24 month forecasts and operating plans, pricing and profitability review, cash strategy, business environment analysis, and execution cadence. Deliverables include strategic priorities and milestones, forecasts and budgets, KPI dashboards, cash planning, funding recommendations, and quarterly review tools.

• Plan Revenue And Expenses 12–24 Months Ahead
  Connects forecasts to budgets for a forward-looking operating plan.
• Plan Cash Needs And Funding Options
  Supports cash and funding decisions with cash planning and working-capital review.
• Track Progress With KPIs And Action Plans
  Monitors progress and updates plans through meetings and action tracking.
• Set Priorities And Milestones
  Identifies priorities and milestones with supporting measures.
• Compare Performance Against Peers And Targets
  Assesses performance against peers and targets.
• Model Outcomes Across Multiple Scenarios
  Evaluates possible conditions and decisions using scenarios.
• Identify Pricing And Profitability Opportunities
  Informs pricing and margin decisions through business analysis.
• Assess Trends And Business Constraints
  Considers business conditions when planning next steps.
• Refresh Strategy As The Business Evolves
  Updates strategy as business conditions and needs change.

Regulatory compliance advisory

Assesses a business's regulatory environment and practices, identifies compliance gaps, and develops policies, procedures, controls, calendars, and training. Supports responses to notices, examinations, and audits, and coordinates with legal counsel when interpretation or representation is needed.

• Identify And Prioritize Compliance Gaps
  Provides a written risk summary and prioritized remediation plan.
• Build A Structured Compliance Program
  Organizes responsibilities and processes for compliance activities.
• Establish Clear Compliance Procedures
  Gives staff practical guidance for compliance tasks.
• Track Deadlines And Regulatory Changes
  Identifies due dates and owners and supports updates as requirements change.
• Prepare For And Respond To Inquiries
  Documentation and response support help address agency inquiries.
• Address Relevant Industry Compliance Areas
  Tailors support to applicable business and operational requirements.
• Align Teams And Counsel On Compliance
  Coordinates business teams and counsel to put compliance processes into practice.
• Equip Staff With Practical Guidance
  Helps staff document processes and prepare supporting records.

Data analytics services

Transforms accounting and operational data into dashboards, KPIs, forecasts, and models. Services include KPI design, forecasting, data pipeline and workflow setup, reporting packages, and analysis. Works with QuickBooks Online, spreadsheets, optional Power BI or Tableau, and connectors for POS, ecommerce, time-tracking, payroll, and CRM systems. Deliverables include KPI definitions, dashboards, snapshots, editable models, and insights memos.

• Track Performance With Clear KPI Dashboards
  Provides consistent views of key measures and business performance.
• Forecast Results And Improve Cash Visibility
  Provides forward-looking financial and cash-flow views for planning.
• Compare Scenarios And Evaluate Business Choices
  Helps examine alternative outcomes and business decisions.
• Connect And Standardize Business Data
  Organizes information from accounting and connected systems.
• Deliver Clear Monthly Performance Reports
  Provides structured reports and action items for owners and boards.
• Monitor Key Financial Metrics In Real Time
  Offers customizable real-time views to inform operational decisions.
• Identify Profitability And Retention Patterns
  Clarifies performance across customers, segments, and services.