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Our Services

Comprehensive Financial Solutions for Hospitality Businesses.

Our Expertise in Action

We provide tailored financial expertise to help hospitality businesses cut costs, maximize profits, and stay compliant with ever-changing tax laws.

Accounting & Bookkeeping

Keep your financials clean, organized, and stress-free.

  • Full-service financial tracking for cash flow, expenses, and revenue
  • Monthly reconciliation, reporting, and forecasting
  • QuickBooks setup, optimization, and cleanup
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Tax Planning & Compliance

Maximize savings and stay ahead of tax liabilities.

  • Proactive tax strategies that minimize liabilities and maximize deductions
  • Specialized hospitality tax planning, including sales tax, occupancy tax & local regulations
  • IRS audit defense and compliance consulting
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CFO & Advisory Services

Strategic financial planning tailored to hospitality businesses.

  • On-demand CFO services for strategic growth and profitability planning
  • Budgeting, forecasting, and financial modeling
  • Investor relations & capital planning
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Cash Flow & Profitability Consulting

Optimize operations to drive higher margins.

  • Expense management and profit margin optimization
  • Financial strategies to improve seasonal cash flow stability
  • Data-driven financial decision-making support
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Financial Statement Preparation

Get accurate reports for investors, banks, and tax filings.

  • Professionally prepared reports for lenders, investors, and compliance needs
  • Monthly, quarterly, and annual financial statements
  • Custom financial analytics and business performance insights
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Payroll & Compliance

Simplify payroll and stay compliant with fully managed solutions tailored for hospitality businesses.

  • Automated payroll processing & direct deposit
  • IRS-compliant tip allocation & tax filing
  • Structured onboarding & year-end reporting
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Ready to Elevate Your Finances?

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