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FAQ

  • What services do you offer?
    We provide a range of financial services, including tax strategy and planning, tax preparation, bookkeeping, and fractional CFO and Controller services.
  • How do I know which service is right for my business?
    We offer a free initial consultation to understand your needs and recommend the best solutions for your business.
  • Do you work with individuals or just businesses?
    We work with both individuals and businesses, tailoring our services to meet your unique financial needs.
  • What industries do you specialize in?
    We serve a variety of industries, including real estate, healthcare, e-commerce, professional services.
  • How do you ensure my financial data is secure?
    We use industry-standard encryption, secure portals, and best practices to protect your financial information.
  • What is tax strategy, and how can it help me?
    Tax strategy involves proactive planning to minimize your tax liability while ensuring compliance with IRS regulations. We help individuals and businesses optimize deductions, credits, and entity structures.
  • When should I start tax planning?
    Tax planning is a year-round process. The earlier you start, the more opportunities you’ll have to reduce your tax burden.
  • Can you help me reduce my taxes legally?
    Yes! We specialize in legal tax-saving strategies, including entity structuring, deductions, credits, and retirement planning.
  • What documents do I need for tax preparation?
    For individuals, this may include W-2s, 1099s, mortgage interest statements, and investment income records. For businesses, we need income statements, expense records, payroll reports, and other relevant financials.
  • Do you handle IRS audits?
    Yes, we assist with IRS audits, offering guidance and representation to ensure compliance and minimize potential penalties.
  • What is a Fractional CFO, and how can they help my business?
    A Fractional CFO provides high-level financial strategy and leadership on a part-time basis, helping businesses improve cash flow, profitability, and financial decision-making.
  • What is a Fractional Controller, and how is it different from a CFO?
    A Fractional Controller focuses on financial reporting, internal controls, and compliance, ensuring accurate bookkeeping and financial statements. A CFO takes a more strategic role in business growth and financial planning.
  • How do your Fractional CFO services work?
    We work with you on a part-time or project basis, providing financial strategy, budgeting, forecasting, and financial oversight tailored to your business needs.
  • Do I need a Fractional CFO or Controller?
    If you need financial leadership but aren’t ready for a full-time hire, a Fractional CFO or Controller can provide expertise at a fraction of the cost.
  • Can you help with fundraising or investor relations?
    es, our CFO services include financial modeling, investor presentations, and capital-raising strategy.
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