Services

Financial Strategy

We help individuals and freelancers organize their finances, plan for future financial goals, and make informed financial decisions. Whether it’s budgeting, cash flow management, or long-term financial planning, Frank provides tailored guidance to improve your financial stability and efficiency. 

Bookkeeping

Bookkeeping services are offered at an hourly rate for individuals, freelancers, and small organizations. This includes tracking income and expenses, reconciling accounts, generating financial statements, and maintaining organized records to ensure financial clarity and compliance. Frank can also assist with setting up accounting software and streamlining financial processes.

Tax Preparation

We provide tax preparation support, ensuring accurate and timely filings for individuals, non-profits, and small businesses. We can help navigate deductions, credits, and compliance requirements to maximize refunds and minimize liabilities, while also offering guidance on estimated tax payments and tax planning strategies.

Grants Management

Frank assists organizations in managing grant funding, ensuring compliance with federal, state, and local regulations. This includes financial tracking, reporting, and adherence to grant guidelines to maintain eligibility and avoid potential compliance issues. We can also provide support in navigating complex grant requirements, including Uniform Guidance (2 CFR 200) and audit readiness.