Your Personal CFO
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DO WHAT YOU DO BEST

Time Is Money

 

Main Services


Full Service Business Management

Our premium accounting services are tailored to meet the needs of start –up businesses to established entities. In today’s economy businesses rely on expertise that can deliver accurate and insightful financial analysis in order to maintain profitability and to capitalize on innovations in the market place. Fortitude Financial Management helps to achieve those goals with accurate financial bookkeeping and financial reporting. Our wrap around service approach maximizes benefits to clients from establishing accounting systems and set-up, assessing insurance requirements, tax planning, asset acquisition and investment planning.

  • Quarterly Financial Reporting

  • Monthly Cash Flow Statements

  • Deposit, bill pay, and cash management

  • Bookkeeping

  • Budgeting and Cash Flow Forecasting

  • Asset Procurement

  • Insurance Consulting

  • Payroll management


Write Up Service

Our more economical accounting services for the individual or business owner that prefers to keep tabs on their check book. Staying on top of cash is a primary directive of some individuals and business owners. Our Write Up Services allow you to maintain control and then on a quarterly or semi-annual basis Fortitude Financial Management will convert your checkbook into accurate and reliable financial statements. This service will ultimately save you time and money as Fortitude Financial Management does the bookkeeping for you while delivering reliable financial statements for tax planning throughout the year.

  • Bookkeeping

  • Bank Reconciliation

  • Credit Card Reconciliation

  • Quarterly & annual Financial Reporting

 


Tax Planning and Compliance

Fortitude Financial Management offers our clients comprehensive tax planning and tax preparation with proven strategies that legally reduces tax liabilities. We incorporate tax planning with overall cash flow management to keep clients in line with their long term financial goals. Fortitude Financial Management is knowledgeable and current on tax law and we apply practical expertise coupled with in depth research to optimize tax law for our clients. We also take our analysis for clients to the next level and keep clients current on local business tax filings and annual compliance filings.

  • Corporate, Partnership, Individual tax returns

  • Business License Filings

  • Personal Property Tax Filings

  • Sales & Use Tax Filings


 

Featured Tools & Tips

Staying financially sound is more than just numbers. Gina McAllister provides tips and tricks to getting that much closer to "Fortitude". 

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Use this form to organize your personal documents before tax prep time. 

TAX ORGANIZER ▸