Services
Three services, one practice.
Most firms split bookkeeping, tax, and CFO work across separate departments — and the handoffs cost you. Here, it's the same desk.
01
Bookkeeping
Monthly close, reconciled accounts, real-time visibility — not a spreadsheet you get six weeks late.
What's included
- Monthly bookkeeping & reconciliation
- QuickBooks Online setup & management
- Sales tax filing and compliance
- Payroll processing
- Custom portal access — refreshed within minutes of every QuickBooks update
02
Tax planning
Strategy through the year, not a scramble in March.
What's included
- Business tax preparation & planning
- Personal tax returns
- Multi-state tax compliance
- Tax strategy & optimization across the year
- Quarterly check-ins so nothing surprises you in April
03
Fractional CFO
Forecasts, runway, and the call before the decision — not a report after it.
What's included
- Financial planning & analysis
- Cash flow forecasting
- KPI development & monitoring
- Profit and margin leakage analysis
- Direct line to Anees when a decision needs a second opinion
Pick the work, not the package.
A 20-minute intro is the fastest way to scope what you actually need.
Book a 20-min introComplimentary — no obligation.