Outsourced Controller & Advisory
Cash-flow reviews, entity structure, rental-real-estate reporting, and a standing meeting so you are not making tax decisions from a spreadsheet at midnight.
This is not a productized checklist sold from a website. After a consult we tell you what the engagement should include, what it should cost, and what we need from you. If the work is a poor fit, we will say so.
Columbia is a small office on purpose. You get Daniel Robinson, CPA — not a rotating staffer who has never seen your file.
Related work often includes the other services on this site: bookkeeping that supports the return, payroll that supports the S-corp, and planning meetings before year-end — not after.
Talk about outsourced controller & advisory
Bring last year’s returns and a snapshot of the books. We’ll tell you what we see — and whether year-round work is worth it.