Our Services
A Full-Service Firm.
Specialists at Every Level.
From tax compliance to fractional CFO services, we offer the full range of accounting, audit, and advisory services — delivered by experienced professionals who understand your industry and your goals.
Tax Services
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Tax Services
We deliver strategic tax services for businesses and high-net-worth individuals, helping you minimize liabilities, stay compliant, and maximize savings across federal, state, and local jurisdictions. Our experienced CPAs go beyond return preparation — we build customized tax mitigation plans, evaluate your exposure, and implement lifetime strategies aligned with your financial goals.
Audit & Assurance
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Audit & Assurance
Our audit team brings over 20 years of experience across 401(k) and employee benefit plan audits, nonprofit and single audit engagements, and business financial statement reviews. We handle every aspect of regulatory compliance — from IRS and DOL requirements to GAAP financial statements and internal controls — so your plan, organization, or business meets every standard.
Accounting & Bookkeeping
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CFO Services
Get the strategic financial leadership your business needs without the cost of a full-time hire. Our fractional, part-time, and outsourced CFO services deliver expert forecasting, budgeting, internal controls, and financial recommendations on a flexible, scalable basis — giving you C-suite insight when you need it, at the scale your business requires.
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Bookkeeping
Monthly account reconciliation and closing procedures handled efficiently by our seasoned professionals, with a detailed report including financial statements and actionable insights delivered each month. We cover bank and credit card reconciliations, accounts receivable review, fixed asset accounting, payroll entries, loan balance verification, and clearance of unresolved items.
Advisory Services
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Transaction Advisory
Linked Accounting specializes in bank consulting and transaction advisory services that help businesses reduce banking costs, secure favorable financing, and optimize their financial position for lending. We monitor loan interest rates, prepare GAAP-compliant financial statements, coordinate lending requests with multiple banks, and help you maintain the financial ratios that unlock better borrowing terms.
Get Started
Not sure where to start?
Tell us about your situation and we'll recommend the right services for your needs. The first conversation is complimentary.