OUR SERVICES
Your back office, working as one.
Integrated tax, bookkeeping, and fractional CFO and advisory services built around the needs of multi-entity owners.
TAX
Proactive planning. Precise preparation.
Coordinated tax preparation and year-round planning across your entities, with an eye on opportunities, obligations, and the bigger picture.
Entity and individual tax preparation · Year-round tax planning · Multi-entity coordination
BOOKKEEPING
Clarity in every close.
Reliable books, reconciliations, and consistent financial reporting that turn a complex group of entities into a clear financial picture.
Monthly reconciliations · Entity-level books · Consolidated financial visibility
FRACTIONAL CFO & ADVISORY
A financial partner at the table.
Cash flow forecasting, budgeting, and decision support—senior financial perspective without building a full in-house finance team.
Cash flow forecasts · Budgets and scenario planning · Strategic financial guidance
Your next chapter, with a clearer picture.
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SOKOL TAX & ADVISORY
A deliberately different kind of CPA firm.
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