Services Offered At Estrada Tax & Accounting
Fractional CFO Services
Strategic Financial Leadership for Owner-Led Businesses
Designed for service-based businesses that need executive-level financial oversight without hiring a full-time CFO.
- 13-week cash flow forecasting and scenario modeling
- Budget creation and actual vs budget variance analysis
- KPI design and monthly performance dashboards
- Pricing, labor, and margin analysis
- Monthly CFO review calls focused on decisions and prioritie
- Quarterly strategy and growth planning
- Financial oversight for hiring, expansion, and capital planning
Tax Strategy and Compliance
Tax Preparation and Planning
- Individual and business tax filings
- Schedule C, Schedule E, and entity returns (1120S, 1120, 1065)
- Year-round IRS and state compliance support
- Tax strategy coordination with cash flow and owner compensation planning
Payroll and Compliance
- Weekly, bi-weekly, or monthly payroll processing
- Payroll tax deposits and quarterly filings
- W-2 and 1099 preparation
- Federal and state payroll compliance monitoring
Core Accounting Infrastructure
Bookkeeping & Accounting
- Monthly bank and credit card reconciliation
- GAAP-compliant financial statements
- Profit and Loss
- Balance Sheet
- Sales tax reporting support
- Accounts payable and receivable oversight
- QuickBooks setup, cleanup, and optimization
Our Partners
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