Financial Services Built for Businesses With More at Stake
Assured Financial Services was built for a specific kind of client…one whose financial complexity has outgrown what a generalist accountant or part-time bookkeeper can handle. We serve government contractors, cross-border businesses, and established small to midsize companies that need proactive tax strategy, CFO-level financial leadership, and compliance expertise that goes well beyond year-end preparation. Below is an overview of what we do and who we do it for! If you're not sure where you fit, reach out to our team and we'll point you in the right direction.
Our Services
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Tax Planning & Preparation
Taxes are inevitable…overpaying is not!
We do more than file your returns…we work year-round to reduce your tax exposure, navigate cross-border complexity, and keep your business strategically ahead of its obligations. U.S. tax planning and preparation for small businesses, expats, and foreign nationals…delivering clear strategy and IRS-ready compliance across borders.
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Fractional CFO & Virtual CFO
High-level financial leadership…minus the six-figure salary!
Senior financial leadership and day-to-day financial management without the cost of a full-time executive. Built for growing businesses and government contractors that need more than a bookkeeper.
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GovCon Advisory & Consulting
Federal contracting isn’t for the faint of heart…but you’re not here to play small!
From DCAA accounting system setup to indirect rates and incurred cost submissions; we build the financial infrastructure federal contractors need to compete, comply, and grow.
Business Tax Planning & Preparation
Strategic tax planning and preparation for businesses, government contractors, cross-border companies, and individuals with complex U.S. tax obligations. We work year-round, not just at tax time, to reduce your liability, protect your cash flow, and keep you fully compliant across every jurisdiction you operate within.
What's included:
Business federal and state income tax preparation and filing
Year-round tax strategy and proactive planning
Cross-border and international tax services (FBAR, FATCA, Form 5471, expat and foreign national returns)
Quarterly estimated tax filings
1099 processing and filing
Entity structure analysis for tax efficiency
Individual tax preparation for complex filers
Fractional CFO & Virtual CFO Services
Senior financial leadership and day-to-day financial management without the overhead of a full-time executive hire. Our Fractional CFO engagement brings strategic, executive-level guidance to your leadership team on a part-time basis. Our Virtual CFO service provides the ongoing operational oversight that keeps your financial engine running with clarity and control. Many clients engage both.
What's included:
Financial strategy, long-range planning, and executive reporting
Cash flow monitoring, forecasting, and capital planning
Bookkeeping and accounting management
Financial statement preparation and review
Accounts payable and receivable oversight
Budgeting and rolling financial forecasts
KPI development and performance dashboards
Payroll coordination and 1099 management
Tax strategy coordination with your AFS tax team
GovCon Advisory & Accounting
Specialized financial advisory and accounting services for small to midsize federal contractors; from pre-award compliance setup through post-award growth and audit readiness. We speak the language of government contracting fluently: DCAA, FAR, CAS, indirect rates, ICE submissions, and we build the financial infrastructure our clients need to compete, comply, and scale in the federal marketplace.
What's included:
DCAA accounting system setup and compliance (SF1408)
Indirect rate structure design and management
Incurred cost submission (ICE model) preparation
FAR Part 31 cost principle compliance
CAS applicability assessment and disclosure statement preparation (CASB DS-1 & DS-2)
DFARS compliance advisory
Proposal pricing and cost volume support
DCAA audit readiness and post-audit remediation
Platform implementation (Deltek Costpoint, Unanet, and QuickBooks Online)
Not Sure Where to Start?
Every client engagement at AFS begins with a free 30-minute consultation. We'll listen to where your business is, what's keeping you up at night, and what you actually need, then give you a straight, honest assessment of how we can help. No pressure, no jargon, no one-size-fits-all packages.
share a little about your needs and we’ll customize a game plan!