1
Bookkeeping Services
AI-assisted bookkeeping with transaction categorization, account reconciliation, and monthly book closing using QuickBooks Online.
2
Tax Preparation and Filing
Federal, state, and city income tax filing services with extensions, 1099 e-filing, and year-round email support tailored for different business types.
3
Fractional CFO Advisory
Access to experienced CFOs providing financial modeling, cash flow management, fundraising support, and strategic financial guidance.
4
Financial Reporting and Dashboards
Custom financial models, budget vs actuals analysis, scenario planning, and industry-specific KPI dashboards for business insights.
5
Accounts Payable and Receivable Support
Optional services to manage vendor bill payments and customer invoicing to streamline cash flow operations.
6
Startup and AI-Specific Financial Management
Specialized services for AI startups including burn rate tracking, cloud cost management, GAAP-compliant financials, and investor-ready reports.
7
Integration with Financial Tools
Seamless integration with bank accounts, credit cards, payroll, AP, inventory, and payment platforms for comprehensive financial data.
8
Stock Administration and R&D Tax Credits
Support for equity management through Carta or Pulley and assistance with qualifying for R&D tax credits to reduce tax liabilities.
