We are a CPA firm that offers the following to small and medium-sized businesses and nonprofits:
-Virtual CFO & Controller
-Accounting & Bookkeeping Services to include Accounts Receivable, Accounts Payable, Payroll processing , Benefits administration, Sales Tax reconciliation and management.
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Verified business
1 customer review
Kimberly Leong
Accounting
Claire is not only a gifted professional but an incredible human of integrity and kindness. Recommend!!
What kind of accounting services do you provide?
Virtual CFO
Virtual Controller
Virtual Bookkeeping
Financial accounting and reporting
Non-profit accounting
Cost accounting
Managerial accounting
Bill paying services
Software implementation and maintenance
Payroll and payroll services
Tax preparation and compliance
Forensic accounting
Why is it so important for businesses to hire a great accountant?
Hiring a great accountant isn't just about "doing the books," it's about protecting the business, improving decisions, and avoiding expensive mistakes. A strong accountant catches issues before they trigger IRS or other regulatory notices, penalties, audits, and/or cash flow issues. A great accountant also explains the story behind the numbers and helps owners make decisions with confidence.
What do you love most about your job?
I love bringing clarity and calm to situations that feel overwhelming to others.
What inspired you to start your own business?
I started my firm because I saw how often business owners felt overwhelmed or underserved by finance professionals. I wanted to create a practice built on clarity, responsiveness, and trust — where clients understand their numbers and feel supported, not intimidated.
Why should our clients choose you?
Clients choose me because I bring clarity, integrity, and thoughtful guidance to their finances — helping them understand their numbers, stay compliant, and make confident decisions.
Can you provide your services online or remotely? If so, please add details.
All services can be provided online and remotely. We utilize cloud-based software for accounting, payroll services, bill paying services, document storage, etc. All sensitive information is encrypted to ensure confidentiality and safety of information. Software used: QuickBooks, Xero, Sage, Clio, Therapy Notes, Zipbooks, Wave, Excel and others.
Virtual CFO
Manage accounting and finance operations
In-depth departmental and budget reports
Budgeting and forecasting
Interpretation of financial information for stakeholders
FP&A
Provide input regarding strategic planning, goals and objectives
Manage complex financial information, including insurance and pension data
Management of Human Resources
Virtual Controller
Manage daily operations of finance and accounting functions of A/R, A/P and payroll.
Analyze financial data & communicate effectively with senior management.
Develop, implement and oversee financial policies and procedures, internal controls
Budget v Actuals, variance analysis, and forecasting.
Fixed assets management.
Cash management.
Accounting and Bookkeeping
Accounts Receivable
Accounts Payable
Payroll processing
Benefits administration
Sales taxes
Account reconciliations
Financial statements
Tax Preparation and Resolution
Fraud Examination
ITIN Acceptance Agent
Authorized by the IRS to assist individuals in obtaining an Individual Taxpayer Identification Number (ITIN). An ITIN is used by people who are required to have a U.S. taxpayer identification number but are not eligible for a Social Security Number (SSN), often non-resident aliens or immigrants.
