Business services
Your success is our priority
Fourteen services, sorted by where your business is today.
- Starting
New business formation
Getting ready for a new venture? Build a methodical, detailed financial plan so you can become your own boss.
- Starting
Strategic business planning
For starting a new venture, product or service, expanding or buying a business, or revitalizing a declining one.
- Starting
Bank financing
A winning lending proposal: executive summary, pro-forma cash budgets and financial statements, owners' personal financial statements, and representation.
- Running
Small business accounting
Quarterly bank reconciliation, income statement, balance sheet, general ledger and unlimited consultations.
- Running
Payroll advisement
Cost-effective, time-saving help with payroll's complexities, so you can focus on running the business.
- Running
Cash flow management
Tracking and reviewing to build a correct cash flow projection that prevents a future cash crisis.
- Running
Part-time CFO services
CFO-level help for a thriving business that can't yet justify a full-time CFO, at a fraction of the price.
- Running
Internal controls
A systematic look at how efficient and effective your procedures are, and protection from employee theft.
- Proving
Audits, reviews & compilations
Three levels of assurance for investors, creditors and stakeholders, matched to your business and their risk tolerance.
- Proving
Business valuation
A thorough approach to determining what your business is actually worth.
- Proving
Non-profit organizations
Reporting to the IRS on your behalf so your organization keeps its tax-exempt status.
- Protecting & passing on
Forensic accounting
If you fear your business is the victim of a crime, an investigative approach resolves it thoroughly.
- Protecting & passing on
Litigation support
A court-savvy Enrolled Agent for trial issues, strategy development, assessment of damages and more.
- Protecting & passing on
Succession planning
A plan that keeps a family-owned business running well for generations to come.
Small business accounting, every quarter
You don’t have the time or energy to keep your own books. Nils does. Each quarter you get:
| Bank account reconciliation | quarterly |
|---|---|
| Income statement | quarterly |
| Balance sheet | quarterly |
| General ledger maintained | ongoing |
| Consultations | unlimited |
Notes from Nils on bookkeeping
From his 2026 HelloNation feature on how bookkeeping supports small business success.
Don't wait for tax season
Monthly records catch small errors early and make quarterly estimates far easier to work out.
Profit isn't cash
A business can look profitable and still be short for payroll or rent. In Florida, keep sales tax you collect apart from revenue.
Lenders read your books
Banks want accurate financial statements, not last-minute estimates, and organized records make an audit go smoothly.