Our Services

What we offer

Bookkeeping

  • Recording and organizing financial transactions

  • Maintaining general ledgers

  • Bank reconciliations

  • Accounts payable and receivable management

Virtual CFO Services

  • Acting as a part-time, interim, or long-term Chief Financial Officer

  • Strategic financial planning

  • Financial performance monitoring

  • Business decision support

Financial Statement Preparation

  • Balance sheets

  • Income statements

  • Cash flow statements

  • Statement of changes in equity

Business Consulting

  • Entity selection and business formation

  • Financial strategy and planning

  • Cash flow management

  • Cost analysis and cost reduction strategies

Financial Analysis and Reporting

  • Ratio analysis

  • Key performance indicators (KPIs)

  • Financial forecasting and budgeting

  • Customized financial reports

Financial Advisory Services

  • Investment analysis and portfolio management

  • Retirement planning

  • Risk assessment and management

Payroll Services

  • Payroll processing

  • Calculation of wages, salaries, and deductions

  • Tax withholding and reporting

  • Payroll tax filing

Tax Planning and Preparation

  • Business tax planning and preparation

  • Tax return filing and compliance

  • Tax optimization strategies

CPE Education & Speaking Engagements:

Exciting Announcement: Gregory Holzel Recognized with MYCPE ONE Excellence Award 2024

We are pleased to announce that Gregory Holzel has been honored with the MYCPE ONE Excellence Award 2024 as one of the Top Speakers and Content Creators!

If you are seeking to earn annual continuing professional education (CPE) credits for certifications such as AFSP, ABV, CMA, CFF, CPA, CVA, EA, ORTP, we highly recommend exploring his expert-led content. Even if you simply wish to enhance your knowledge of accounting and financial topics, his webinars offer valuable insights.

Click HERE to explore Gregory Holzel’s CPE webinars and register today.

Looking for a Financial or Accounting Speaker for Your Next Event or Webinar?

If you need a knowledgeable and engaging financial or accounting speaker for your next conference, event, or webinar, we are here to help. Hire us to deliver expert insights on the topics that matter most to your audience.

Contact us today to discuss your preferred topics and how we can enhance your event with valuable financial and accounting expertise.