Service Matrix

EVERYTHINGAFINANCETEAMSHOULDDO.

A complete financial ecosystem for business owners who need more than a once-a-year accountant.

  1. Service / 01

    Monthly CFO Advisory

    A dedicated advisory relationship built around a scheduled monthly call, not a once-a-year conversation. Consistent, proactive attention plus priority access for anything urgent, with responses within 24 to 48 hours.

  2. Service / 02

    Precision Bookkeeping & Accounting

    Clean, accurate, up-to-date books, general ledger, reconciliations, and day-to-day transaction tracking, so owners always know where they actually stand financially.

  3. Service / 03

    Financial Statements & Loan-Ready Reporting

    P&L statements, balance sheets, trial balances, and general ledgers prepared to a standard banks and lenders accept, built for owners seeking financing.

  4. Service / 04

    Payroll Management & DOL Support

    Full payroll setup and ongoing management, plus direct handling of Department of Labor inquiries, employee complaints, and workplace-related notices.

  5. Service / 05

    Tax Notice Response & Sales Tax Audit Defense

    IRS and NYC Department of Taxation notices read, explained in plain language, and resolved, including full representation through sales tax audits.

  6. Service / 06

    Estimated Tax Planning & Penalty Prevention

    Proactive quarterly estimated tax planning to help business owners avoid underpayment penalties before they compound into thousands of dollars owed.

  7. Service / 07

    Business Formation & Entity Structuring

    Guidance on LLC formation and S-Corp election timing, helping owners know when it makes sense to formalize entity structure as the business grows.

  8. Service / 08

    Government Contracting & Vendor Compliance

    Support for owners pursuing government contracts and vendor agreements, including EIN setup and W-9 documentation.