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Banking

Traditional Banking
  • Bookkeeping

  • QuickBooks Set Up

  • Payroll

  • ERP Implementations

  • Compilations

  • Reviews

  • Audits

Asset Based Lending
  • CFO and Controller Services

  • Digital Transformation

  • Data Analytics

  • Customized Dashboards

  • Forecasting and Budgeting

  • Bank Financing Packages

  • Investor Memorandums

Mezzanine Debt
  • Tax Preparation

  • Individual Returns

  • Partnership, S-Corps, C-Corps

  • Tax Planning

  • IRS Representation

  • Audit Representation

  • Sales and Use Tax

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