Start-Up Support & Planning: From feasibility studies to budgeting and software selection, we provide everything you need to get your business off to the right start. Business Structure Setup: Build a strong foundation for your S Corp, C Corp, LLC, or Non-Profit with tailored HR, payroll, accounting, and tax systems. Business Plans & Financial Projections: Develop comprehensive business plans and financial projections to keep investors and banks aligned with your goals.

Expert Financial Leadership: Access senior-level financial guidance on a flexible basis, with strategic insights and data-driven decision-making. Financial Review & Goal Setting: Assess revenue, cash flow, and operations to establish short, medium, and long-term financial goals. Strategic Planning & Budgeting: Develop actionable plans and budgets to drive growth and achieve your business objectives.

Professional Development & Mentorship: Tailored training sessions for staff and mentorship for early-career professionals, offering guidance on workplace challenges, team management, and career advancement. Customized Training Solutions: Develop and deliver training on key topics such as tax, accounting, payroll processing, budgeting, forecasting, and software use, including QuickBooks and Excel. Consulting & Board Presentations: Provide expert insights and presentations on financial performance, customized reporting, and operational improvements to align with your organization’s goals.

Bookkeeping & Financial Record Maintenance: Efficiently manage and record revenues, expenses, deposits, checks, and credit card transactions in a structured general ledger. Financial Statement Preparation & Reporting: Prepare comprehensive financial reports, including Cash Flow Statements, Income Statements, and Balance Sheets, tailored to your business needs. Financial Statement Preparation & Reporting: Prepare comprehensive financial reports, including Cash Flow Statements, Income Statements, and Balance Sheets, tailored to your business needs. Customized Financial Reporting & Organization Tools: Receive tailored financial reports and checklists designed to keep your paperwork organized and your processes streamlined. Budget Forecasting & Feasibility Studies: Develop budget templates, conduct make-or-buy reviews, and explore business decision options for effective, data-driven decision-making.

Tax Preparation: Expert preparation of Individual (1040), Corporate (1120), and Non-Profit (990) tax returns, ensuring accuracy and compliance. Tax Planning & Resolution: Proactively minimize tax liabilities with strategic guidance, and receive assistance in resolving tax issues and disputes with the IRS and Guam DRT. Comprehensive Payroll Services: Handle payroll processing and tax payments, including preparation and filing of quarterly and annual payroll reports for the IRS and Guam DRT, ensuring timely compliance.

Optimize Existing Systems: Maximize the functionality of your current accounting and payroll systems to enhance performance and usability. Seamless System Transition & Upgrades: Facilitate smooth transitions to new systems or upgrades, minimizing disruptions and ensuring data integrity. Standardized Chart of Accounts & Customization: Develop or refine industry-standard Charts of Accounts, incorporating Class/Location tracking and categorizing revenues, funds, and expense groups for better financial insights. Process Streamlining & Efficiency: Eliminate redundant manual processes, focusing on value-added steps to improve workflow and operational efficiency. Scalability & Cost Optimization: Identify opportunities to enhance scalability, reduce costs, and maximize profitability through tailored automation solutions.

Development and Implementation: Create and implement customized financial and operational manuals to establish robust internal controls and ensure regulatory compliance. Review and Optimization: Evaluate existing manuals and processes to incorporate best practices, enhancing efficiency and effectiveness. Transparency and Accountability: Strengthen transparency and accountability to stakeholders and donors, ensuring adherence to regulatory requirements and grants compliance standards.

Project Management & Progress Monitoring: Oversee project timelines, manage schedules, and utilize tools like Gantt charts for effective forecasting and progress tracking. Audit Engagement Assistance: Provide support during external audits, ensuring compliance and smooth collaboration between your organization and auditors. Human Resource Support & Workforce Development: Strengthen your team through cross-training, employee relations guidance, and benefits administration to maintain a compliant, effective, and engaged workforce.