AI-Powered CFO Services for Growing Startups
Get enterprise-grade financial management without the cost of an in-house team. Perfect for SaaS startups and growing businesses.
Comprehensive Financial Solutions
Virtual CFO Services
Full-service financial management, GAAP-compliant reporting, and strategic planning for growing companies
ERP Migration
Seamless transitions to NetSuite, SAP, or Oracle with minimal business disruption
Process Automation
Streamline invoicing, bill payments, and financial reporting with AI-powered automation
Your Complete Financial Management Platform
Access powerful tools, manage your subscription, and collaborate with our expert financial team through our secure client portal.
Upload Documents
Securely share tax documents, receipts, and financial records with our financial team.
Sign Up to UploadView Reports
Access real-time financial reports, tax summaries, and business analytics.
Sign Up for ReportsSchedule Meeting
Book a consultation with our licensed professionals to discuss your financial needs.
Schedule NowTax Preparation Services by Location
Expert tax services tailored for New York and New Jersey residents
New York Tax Services
Professional tax preparation for NYC, Long Island, Westchester, and all of NY State. Specialists in rental property taxes, cryptocurrency, and freelancer returns.
- NYC Resident Tax Returns
- Rental Property Income
- Crypto & NFT Taxes
- Creative Professionals
New Jersey Tax Services
Comprehensive tax preparation for all NJ counties. Experts in multi-state returns for NY commuters, property tax deductions, and small business filings.
- NJ/NY Multi-State Returns
- Property Tax Deductions
- Small Business Tax
- Self-Employed Returns
Industries We Serve
Startups
Medical/Dental
High Net Worth
Restaurants
Construction
Distribution
Family-Owned
Manufacturing
Proven Track Record
Average Cost Reduction in Financial Operations
Assets Streamlined Using AI
Years of Experience
Average Response Time
Ready to Scale Your Finance Function?
Get enterprise-grade financial management at a fraction of the cost
Schedule Free ConsultationCore Services
Financial Reporting
- ✓ GAAP-compliant statements
- ✓ Investor-ready reporting
- ✓ Cash flow forecasting
Daily Operations
- ✓ Automated invoicing
- ✓ Timely bill payments
- ✓ Expense management
Strategic Planning
- ✓ Funding preparation
- ✓ Growth strategy
- ✓ KPI monitoring