Areas of Practice
Fractional CFO / Controller
As a small and medium sized business owner you may not want to burden your business with a full time Accountant / Controller / CFO. But that doesn’t mean you have to rely on your bookkeeper for your financial leadership. You can have a CPA in your corner at fraction of the cost of a full time resource.
Bookkeeping & Cloud Accounting
As a business owner, you have enough on your plate without having to dive into the minutia of day-to-day bookkeeping, payroll, and sales tax reporting.
Crestline takes that burden off your shoulders and puts what matters most at your finger tips, any where, any time..
Whether you require assistance for a few hours per day, a few days per week, or a few days per month, we have the right package to support your need.
This service includes monthly / quarterly / year end financial statements, analysis and manage reporting - so you not only know where your business has been, but also where it’s headed.
Compilation statements are financial statements prepared and signed by a CPA pursuant to specific rules and regulations.
While management reporting meets most of the needs of your business, on occasion stakeholders like banks, lenders, investors and others may require more formal reports.
Why chance inaccurate financials?
Corporate Tax
Virtually everything you do in your business has a tax implication that can likely be optimized.
Whether you’re looking to us to file your year-end corporate taxes, or provide full-cycle accounting and tax support, we have the expertise to support you.
Whether you’re employed, own a business, are a gig worker, investor or all of the above, we can not only prepare and file your taxes, but help you optimize your finances as you navigate each stage of your life and career.
Budgeting, Forecasting & Business Planning
There’s a reason that the windshield is bigger than the rear-view mirror: what’s ahead and planning your future is far more important than what happened in the past.
One of the key predictors of your success is budgeting and forecasting. If you’re struggling with cash flow, need a system to organize your expenses, or wondering what next year’s revenue will look like and how you can prepare for it, we can help you make sense of the numbers and plan for the future.
Individual Tax
Compilation Statements
Get in Touch
Use the calendar below to set up a complimentary consultations session so we can learn more about you, your business and your goals and how Crestline can support your success. Alternatively, use the Contact Us form and we will be in touch shortly.