An Employee Benefits 401(k) Audit is an independent review of a company’s 401(k) plan to ensure compliance with ERISA regulations, accuracy in financial statements, and proper management of participant contributions.

Bank consulting services help businesses and non-profits with loan applications, financial planning, and bank ratio monitoring to secure better lending terms.

CFO consulting provides businesses with expert financial leadership and strategic guidance, helping with tasks such as budgeting, cash flow management, and financial planning without the need for a full-time CFO.

Bookkeeping is the process of recording and organizing a business’s financial transactions, ensuring accurate and up-to-date records for financial management and compliance.

A non-profit audit is an independent review of a non-profit’s financial records to verify accuracy, ensure regulatory compliance, and maintain transparency in reporting, typically conducted by a certified public accountant (CPA).

Tax compliance is the process of adhering to tax laws by accurately reporting income, filing returns on time, and paying the required taxes to avoid penalties or legal consequences.

Tax planning and mitigation involve using strategies to legally reduce tax liabilities and optimize financial outcomes while ensuring compliance with tax laws.