Frezza Haynes LLP

Our Virtual Controller service matches you up with an experienced Controller who works with you to help guide your business grow and achieve its goals. If you’re a growing service-based business that now needs professional financial advice, but can't afford a full-time Controller, our Virtual Controller service is a perfect match. Our Virtual Controller service provides you with experienced support for fast-paced financial management, strategic planning, accounts payable and receivable, and complex forecasting. With our Virtual Controller, you’ll be partnered with an experienced Virtual Controller AND a Virtual Accountant--- all at the fraction of the cost of a full-time Controller. We focus more on strategic cash flow management and dynamic forecasting. If you're ready to scale, this kind of dynamic forecasting is a critical component of your future growth.

Our Virtual Accountant service provides you with basic accounting and reporting services such as preparing your monthly financial statements with full supporting details and comparative data, completing all routine local and state compliance filings such as business licenses, worker's compensation audits, sales tax filings, and local regulatory reporting, and meeting with you monthly to review reports with you and answer questions. Our accountants all have a background with financial accounting and understand tax implications well. With this level of service, we're not just adding transactions, but we’re providing you with accurate and timely reporting to provide you with valuable insights to your company's performance. We're more than a team of accountants. We're experts in building a strong financial foundation to help your business grow and accelerate.

Our Virtual Bookkeeper service provides you with up to date and accurate books at all times. Our Virtual Bookkeepers check into your account routinely ensuring that when you need current information you have it. You will receive a basic reporting package containing your balance sheet and income statement. At the end of the year, you can feel confident and taken care of knowing that your annual books are clean, accurate, and complete so that they can be handed off to your tax team. Hopefully us! We will file your 1099s for your contractors at the end of the year too.

In addition, we offer the following a-la-carte services:
-Paying bills. We can pay your bills! We prefer Bill.com
-Invoicing & AR. We use the platform that is best for you—for example, Quickbooks, Freshbooks, etc.
-Payroll management. We take care of payroll deductions, record keeping & verifying the reliability of the payroll data through 3rd party payroll provider.
-Employee expense tracking. We prefer Expensify.
-Cash flow management

For the up & coming business owner or high wealth individuals/families, managing your financial assets and liabilities is far more complex than the average individual or family. It can be a complete headache, especially when it comes to the end of the year. Our Personal Account Manager service will manage and aggregate all your accounts, categorize transactions, and deliver a complete financial picture for you at the end of the year ready for your tax return. Our Personal Financial Manager service provides you with the security of knowing your accounts are being watched after and that all possible errors or fraudulent activity are being flagged and remedied immediately.

With our Personal Account Manager, all of your assets and liabilities are aggregated so that we can provide you with a complete net worth & performance dashboard. Our Personal Account Managers know what you need to do your taxes each year, and we'll send you home with a nice organized tax folder at the end of the year that will put you in the front of the tax line!

If you’re a business owner or individual who is experiencing success for the first time, you face financial issues that you've never had to deal with before. You actually have money to pay off debt, save for retirement, and even some extra to have fun, but where do you start and how do you execute? Our team of Personal Financial Managers provides you with expert financial advisory, management, and planning so that you can organize, plan, and execute your long-term and short-term financial goals concurrently. Our effective Personal Financial Manager service not only helps you manage your wealth now and plan for the future but preserves your wealth to ensure that your hard work will be passed on according to your wishes. It’s time you had comprehensive financial support tailored for growth and protection.

Our Personal Financial Manager service provides you with routine personal financial statements, a net worth dashboard, and total account aggregation. We will pay your bills, open and close accounts, and provide cash flow management and planning.