Nonprofits

The goal of most nonprofit organizations and is to avoid budget deficits while providing the greatest benefit to the public by strategically allocating the resources that are available. In this respect, we work with you to ensure your financial reporting provides the appropriate insight to help you thrive and deliver your mission. Our accounting firm believes that you should have real-time access to information that will allow you to make key decisions regarding donor funds. We’ve implemented cutting-edge accounting technology and processes that have allowed nonprofit organizations to proactively track restricted and unrestricted funds, manage payroll and HR, use funds effectively, report to donors, and provide valuable high-level information for their boards.

Some of our clients
nonprofits-1
2
nonprofits-3
nonprofits-4
nonprofits-5
nonprofits-6
wpms
lcnv-cropped

Tech & Fast
Growth Companies

Using a one size fits all approach for innovative and fast growth companies does not work for accounting services. Since new industries, products, and processes are created every day, customized and new accounting and tax procedures are often required. Our team of qualified CPAs prioritizes the importance of understanding your business model and product to be able to successfully build an accounting model and reporting system. We aim to leverage cutting-edge accounting tech with APIs that will integrate with your tech to streamline your accounting workflows and prepare your business for growth and scaling. Our outsourced CFO engagements are ideal for fast-growth start-ups and tech companies that need the right support to take their company to the next level. Whether it’s cash flow forecasting, budgeting, board reporting, or designing the appropriate systems to complement and sustain growth, our CFO package will have you covered. Through our advisory engagements, we have helped multiple tech start-ups prepare for growth. This includes helping build out their applications by defining tax and accounting reporting requirements, or simply setting up the appropriate accounting systems to prepare for growth.

Some of our clients
marginedge-2
startups-2
startups-3
augment-arcade

Restaurants & Bars

Restaurant and bar operators need to be empowered with real-time visibility into their food cost, labor cost, fluctuations in ingredient pricing, and employee productivity. 

Our restaurant accounting services are designed to reduce the burden on your management and provide you with the timely and accurate KPIs you need to manage and grow your restaurant or restaurant group at the fraction of the price of an in-house bookkeeper. 

We’ve partnered with MarginEdge to provide daily COGS reporting, automatic inventory tracking, recipe pricing, automated accounts payable, and theoretical usage reporting. Depending on your budget and size, we will either manage the entire workflow from bill entry and payroll to daily KPI reporting and monthly financial statements, or only provide monthly or 4-week financial statements. We use our restaurant and technology expertise to ensure our clients are following industry best practices and gaining value from their accounting team. 

This is complemented by our in-depth knowledge of tax issues related to the restaurant industry. This includes, but is not limited to FICA tip credit, form 8027 tip reporting, cash vs accrual decisions, donated food inventory contributions, and tax depreciation.

We ensure our clients are taking advantage of all tax benefits available for the industry while staying compliant with all IRS, state, and local filing requirements. 

Some of our clients
restaurants-bars-1
restaurants-bars-2-2
restaurants-bars-3
restaurants-bars-4
restaurants-bars-5
restaurants-bars-6
pie_logo_black_circle_tag
meander-2
albi-square
taco-bamba
poca-madre
rito-loco-square-for-upload
el-techo-for-upload
big-stick-cropped
fishscale-cropped
ice-house-cropped

Services

Many services companies are lacking the appropriate reporting to make strategic growth decisions. Whether you’re a law firm, hair salon, or branding agency, our tax accounting services will implement the appropriate tech and processes to make sure you have access to monthly reports, valuable KPIs, and job costing. Since labor is typically the largest expense, we will ensure that you’re equipped with the right knowledge to make smart hiring decisions.

Since these firms are typically structured as pass-through entities, we deeply consider the personal tax implications of the key partners or shareholders when developing a tax strategy. As a result, partners and shareholders of these clients will engage us to prepare their individual tax returns as well.

Some of our clients
professional-services-2-2
professional-services-3
professional-services-4
professional-services-5
professional-services-6
professional-services-1
7
bescene-square-logo
certapro-cropped

The goal of most nonprofit organizations and is to avoid budget deficits while providing the greatest benefit to the public by strategically allocating the resources that are available. In this respect, we work with you to ensure your financial reporting provides the appropriate insight to help you thrive and deliver your mission. Our accounting firm believes that you should have real-time access to information that will allow you to make key decisions regarding donor funds. We’ve implemented cutting-edge accounting technology and processes that have allowed nonprofit organizations to proactively track restricted and unrestricted funds, manage payroll and HR, use funds effectively, report to donors, and provide valuable high-level information for their boards.

Some of our clients
nonprofits-1
2
nonprofits-3
nonprofits-4
nonprofits-5
nonprofits-6
wpms
lcnv-cropped

Using a one size fits all approach for innovative and fast growth companies does not work for accounting services. Since new industries, products, and processes are created every day, customized and new accounting and tax procedures are often required. Our team of qualified CPAs prioritizes the importance of understanding your business model and product to be able to successfully build an accounting model and reporting system. We aim to leverage cutting-edge accounting tech with APIs that will integrate with your tech to streamline your accounting workflows and prepare your business for growth and scaling. Our outsourced CFO engagements are ideal for fast-growth start-ups and tech companies that need the right support to take their company to the next level. Whether it’s cash flow forecasting, budgeting, board reporting, or designing the appropriate systems to complement and sustain growth, our CFO package will have you covered. Through our advisory engagements, we have helped multiple tech start-ups prepare for growth. This includes helping build out their applications by defining tax and accounting reporting requirements, or simply setting up the appropriate accounting systems to prepare for growth.

Some of our clients
marginedge-2
startups-2
startups-3
augment-arcade

Restaurant and bar operators need to be empowered with real-time visibility into their food cost, labor cost, fluctuations in ingredient pricing, and employee productivity. 

Our restaurant accounting services are designed to reduce the burden on your management and provide you with the timely and accurate KPIs you need to manage and grow your restaurant or restaurant group at the fraction of the price of an in-house bookkeeper. 

We’ve partnered with MarginEdge to provide daily COGS reporting, automatic inventory tracking, recipe pricing, automated accounts payable, and theoretical usage reporting. Depending on your budget and size, we will either manage the entire workflow from bill entry and payroll to daily KPI reporting and monthly financial statements, or only provide monthly or 4-week financial statements. We use our restaurant and technology expertise to ensure our clients are following industry best practices and gaining value from their accounting team. 

This is complemented by our in-depth knowledge of tax issues related to the restaurant industry. This includes, but is not limited to FICA tip credit, form 8027 tip reporting, cash vs accrual decisions, donated food inventory contributions, and tax depreciation.

We ensure our clients are taking advantage of all tax benefits available for the industry while staying compliant with all IRS, state, and local filing requirements. 

Some of our clients
restaurants-bars-1
restaurants-bars-2-2
restaurants-bars-3
restaurants-bars-4
restaurants-bars-5
restaurants-bars-6
pie_logo_black_circle_tag
meander-2
albi-square
taco-bamba
poca-madre
rito-loco-square-for-upload
el-techo-for-upload
big-stick-cropped
fishscale-cropped
ice-house-cropped

Many services companies are lacking the appropriate reporting to make strategic growth decisions. Whether you’re a law firm, hair salon, or branding agency, our tax accounting services will implement the appropriate tech and processes to make sure you have access to monthly reports, valuable KPIs, and job costing. Since labor is typically the largest expense, we will ensure that you’re equipped with the right knowledge to make smart hiring decisions.

Since these firms are typically structured as pass-through entities, we deeply consider the personal tax implications of the key partners or shareholders when developing a tax strategy. As a result, partners and shareholders of these clients will engage us to prepare their individual tax returns as well.

Some of our clients
professional-services-2-2
professional-services-3
professional-services-4
professional-services-5
professional-services-6
professional-services-1
7
bescene-square-logo
certapro-cropped