BK
Specialized Bookkeeping
Accurate records, reconciliations and financial statements structured around the operation.
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Connected financial support from bookkeeping to strategic advisory.
FACTSTX combines practical accounting execution with reporting and guidance that help leaders understand the financial health of their business.
Flexible scopeBegin with one service or build an integrated monthly finance function.
TX
Tax Planning & Compliance
Proactive organization and coordinated support for complex business tax responsibilities.
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Fractional CFO Advisory
Forecasting, performance reviews and strategic guidance at a right-sized scope.
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Inventory & Cost Accounting
Visibility into product costs, margins, work in process and inventory movement.
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Cash Operations
Payables, receivables and cash processes that strengthen day-to-day control.
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Financial Cleanup & Controls
Catch-up work, reconciliations and controls for businesses that need a cleaner foundation.
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Designed to connect
Each service should strengthen the next.
Bookkeeping creates reliable data. Reporting turns data into visibility. Forecasting and advisory use that visibility to support decisions.
Reliable records
Transactions are organized and reconciled consistently.
Useful reporting
Monthly statements are prepared for management, not only filing.
Forward view
Forecasts help leadership anticipate cash needs and operating pressure.
Strategic review
Financial insight is connected to the decisions facing the company.
Choose the right starting point
Bring the financial challenge. We will help define the scope.
The best engagement begins with the current condition of your books, systems and decision-making needs.