Services

Bookkeeping Services

We offer clean, consistent, and fully reconciled books on a monthly or quarterly basis. Our team can manage ongoing bookkeeping, handle catch-up and clean-up tasks, and work within your preferred accounting software to keep everything audit-ready and organized.

Tax Preparation & Review

Our CPA-led team supports preparation of federal and state tax returns for individuals and businesses—including Forms 1040, 1040-NR, 1041, 1065, 1120, 1120S, 990, International Compliances forms, Payroll returns, Sales Tax returns and 1099 filing.

Tax Planning Services

We believe in proactive planning. Our tax strategies help your clients minimize liabilities, optimize deductions, and plan for the future. We assist CPA firms and small businesses with projections, timing strategies, and tax-efficient decision-making throughout the year.

CFO & Advisory Services

Our virtual CFO services bring financial clarity to growing businesses. From budgeting and cash flow forecasting to profitability analysis and KPI tracking, we help clients understand the story behind the numbers and make decisions that drive sustainable growth.

Company Incorporation & Structuring

We guide entrepreneurs through entity formation and compliance—from choosing the right structure (LLC, S-Corp, Partnership) to filing and registration. Our approach aligns legal setup with long-term tax efficiency and operational needs.

Property Management Services

We offer comprehensive virtual property management solutions tailored for real estate investors, landlords, and property managers. Whether managing STR, MTR, or LTR properties, our services ensure operational efficiency and tenant satisfaction.

Leasing & Marketing:

Rental listings, virtual showings, application processing, and lease prep.

Maintenance & Turnovers:

Inspections, work order management, vendor coordination, and repairs.

Tenant Management:

Rent reminders, service requests, lease renewals, and communication.

Operations:

Utility setup, Reolink monitoring, system reporting, and platform support (AppFolio, Buildium, LeadSimple).

Additional Support:

SOPs, inbox management, onboarding, and automation solutions.

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