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Bookkeeping services include recording all the transactions related to your business activity or personal tax deduction expenses

1. One-time bookkeeping services to catch up your accounting for months, years, or even decades
2. Recurring bookkeeping services to maintain your accounting transactions each week, each month, each quarter, or annually depending on the necessity of your situation
3. We ensure all your transactions are recorded accurately and perform bank reconciliations, credit card reconciliations, reconciliations of Accounts Receivable, Accounts Payable
4. Most of the time, our experts can link your bank accounts to QuickBooks to save an enormous amount of your time from manually entering transactions

We offer all tax services that you may need by the most experienced tax preparers in the industry. We can provide full-service taxes, from combing through your receipts and bank statements or take your existing QuickBooks file or reports and filing your taxes

1. We can provide tax services totally contactless using online portal, email, text, DocuSign services so you never even have to come to the office.
2. Personal and business tax returns
3. Trusts and Estate tax returns
4. Catchup unfiled taxes from previous years
5. 1041
6. 1065
7. 1120
8. 1120s

We have extensive knowledge on how to create your business structure that minimizes your income tax and your personal liability from outsiders.

1. We can consult with you and your advisors on how to setup your organization. Single member LLCs, Multi member LLCs, Partnerships, S Corporations, Corporations and many other business entities are available to choose from.
2. We handle all the paperwork for getting your entity created. State and federal documents and fees are required. We have a professional relationship with most state secretaries and can file your entity in a matter of days.
3. We can help with the following documents
   • State registry
   • IRS EIN number
   • Assumed Name certificates
   • Local DBA Registration
   • Registered Agent services
   • Sales Tax applications
   • Franchise Tax
   • Reinstating your forfeited entity
   • Partnership agreements
   • LLC Member agreements
   • W-9 forms
   • Operating agreements

A Fractional CFO is an experienced CFO who provides management services in a part time arrangement. This allows a company the ability to fill a high-level CFO without the cost of salary, benefits and bonuses of a full time CFO.

As the owner of a privately held company, you are constantly faced with challenges: optimizing cash flow, maximizing profitability, accelerating growth, and planning your exit strategy. A Fractional CFO partners with you as an advisor to help define your goals, and develop a game plan for those strategic, financial, and business goals. We then keep you on track to achieve those business goals. As your trusted advisor in the capacity of CFO, we carefully listen to your goals, aspirations, challenges, and frustrations. We recognize that every business is unique and that while it may share commonalities with other businesses, we customize our approach to align with desires, priorities, culture and of course budget. We then collaborate with you and your team to provide CFO services, business consulting, and exit strategies prioritized to navigate your company from its current state to the desired end state – implemented and executed at a pace that you are comfortable with, both operationally and financially.

We have yet to see a business that we couldn’t help. Sometimes just fresh eyes, and a fresh perspective is needed. A Fractional CFO provides strategic, financial leadership to companies on a long-term, part-time or project basis. With expertise in finance, accounting, strategic planning, and other diverse management projects, our CFO services are delivered by executives who have “Been There, Done That.” We work at a senior level, counseling management and guiding existing staff toward the solution of complex financial problems and the development of improved management systems. Chief Financial Officer experience, extensive backgrounds, and technical competencies enable us to offer compelling, fact-based advice for your financial and strategic issues. Our desire is to be your long-term CFO partner and trusted advisor. A Fractional CFO is an investment in your business and your future. Given that, we are mindful of the importance of driving results.

WHEN DO I NEED A CFO?

1. A Fractional CFO Service may be a perfect fit for you if:
2. You’re a growing business that needs professional financial advice but can’t yet afford a full-time CFO or controller.
3. You’re an existing business that’s has grown to the point that you need a controller or CFO, but don’t need an on-site CFO daily.
4. We tailor our approach to each engagement, so that you only pay for exactly what you want and need.

As your fractional CFO, we help run your business with our decades of business experience.

1. Bank and SBA loan funding
2. Acquisitions and divestitures
3. Accounting software consulting and selection
4. Implementation of new software and employee training
5. Cash and P&L Forecasting

When you switch to Rexroat and Thompson, we work with you to collect the necessary paperwork and balance your year-to-date payroll data. With our simple onboarding process, we can get you up and running in as little as 48 hours after signing up.

1. We will consult with you on best practices for setting up pay cycles and pay dates that our best for forecasting.
2. Our experienced payroll processing staff can provide seamless transition and processing for your HR and employees payroll.
3. New Hires can be on boarded through our portal or email
4. We offer direct deposit and electronic delivery of your employees’ paycheck stubs
5. Automatic payroll tax deposits and form filings
6. W2 processing
7. 1099 processing

1. We have 20 years of experience of implementing QuickBooks or other accounting software on desktop computers or your company’s servers.
2. We can consult with you on the best accounting software for your industry
3. Setup of new desktop computers
4. Setup of network cabling
5. Setup of servers and network controls
6. Implement accounting software throughout your organization and train employees on the use and procedures for using that software