Accounting & Tax
Accounting support creates the foundation owners and advisors can trust. Tax preparation closes the loop with business and owner compliance connected to the year-round financial picture.
Financial Foundation
Support can range from oversight of an existing team to direct assistance where accounting capacity or structure is missing.
Compliance + Planning
Business and owner tax work is coordinated with the financial information, entity structure, and decisions affecting the year.
Year-Round Coordination
Tax preparation is stronger when the accounting is current, the close is disciplined, and ownership decisions are considered before year-end.
Dansby CFO+ connects the reporting, accounting support, tax preparation, and planning responsibilities so issues are addressed earlier and owners have a clearer picture of what is coming.
Available Scope
The engagement is defined around the actual needs of the business—without forcing every client into the same package.
Reconciliations, review, documentation, follow-up, and reporting cadence.
Historical cleanup, new systems, ownership changes, and accounting handoffs.
Federal and state income tax preparation for the business entity.
Individual returns, estimates, distributions, and year-end planning.
Start with the Current State
Start a confidential conversation about the books, the filing requirements, and the level of ongoing support that would be useful.
Start a Confidential Conversation