When your business outgrows basic bookkeeping but isn't ready for a full-time finance executive, a Fractional CFO fills the gap.

Includes:

• Cash flow forecasting and management

• Budgeting and financial modeling

• KPI dashboards and management reporting

• Capital raise preparation and lender support

• Strategic advisory and business planning

Tax preparation is the minimum. Tax strategy is the advantage.

We work with you year-round — not just at filing season — to identify savings opportunities, structure your business correctly, and make sure you're never caught off guard by a tax bill.

Includes:

• Annual business and personal tax return preparation

• Proactive tax planning and strategy sessions

• Entity structure analysis (S-Corp, LLC, sole proprietor)

• Estimated quarterly tax calculations

• IRS and state notice response

Reliable books are the foundation of every financial decision you make — and every financial statement a lender or bonding agent will review.

• Monthly bookkeeping and bank reconciliation

• Financial statement preparation

• QuickBooks setup, cleanup, and management

• Accounts payable and receivable support

• Payroll coordination

Some lenders, surety companies, and licensing boards require financial statements issued by a licensed CPA. We provide:

Compilation Reports

A CPA-issued compilation presents your financial data in standard format without expressing assurance. Required by many bonding agents and contractor licensing applications.

Review Engagements

A review provides limited assurance that financial statements are free of material misstatement — a step above a compilation, and often required for larger bonds or financing.

Agreed-Upon Procedures (AUP)

When a specific stakeholder needs targeted verification — a lender, investor, or regulatory body — we perform defined procedures and report factual findings.

All assurance services are performed in accordance with AICPA standards by Kateryna Dymedenko, CPA, licensed by the California Board of Accountancy.