01
Tax services
US personal and business tax preparation, with attention to the details and circumstances that make your situation your own.
A more personal way to account
Your numbers.
Your ambitions.
Our full attention.
Tax, bookkeeping and financial guidance for your business and your life. Delivered online, with people who take the time to understand you.
Individuals & familiesSmall & growing businesses
FincentraYOUR FINANCIAL PICTURE
A clearer view forward
Everything adds up
to your next chapter.
to your next chapter.
Your booksA solid foundationYour plansA clear direction
More clarity. Less on your plate.
An illustration of our approach.
Tax preparationBookkeepingAccountingAdvisoryFractional CFO
Support that fits your life
The right expertise.
Right where you need it.
From an individual tax return to a business’s next stage of growth, we bring your financial needs into one considered conversation.
02
Bookkeeping
Organized records, reconciliations and a clearer view of your finances. A dependable foundation for the decisions ahead.
03
General accounting
Practical accounting support and financial reporting that help you understand where things stand and what needs attention.
04
Business advisory
A thoughtful sounding board for planning, operations and growth. Connect the financial picture to the business you want to build.
05
Fractional CFO
Financial leadership on a scope that fits. Work through forecasts, cash flow, budgets and the decisions shaping your next stage.
06
Connected support
Need more than one service? Bring your priorities together in a tailored engagement that can evolve as your needs change.
Smart systems. Human judgment.
Modern accounting.
A personal relationship.
Good technology should make room for better service. We use AI, automation and considered workflows to reduce routine work and give your situation the attention it deserves.
People who see the whole picture
Your questions deserve context, conversation and thoughtful guidance. We start by understanding what matters to you.
Less repetition. More useful work.
Technology helps streamline the routine, so our work can focus on clarity, accuracy and the decisions that need human judgment.
Remote service, real connection
Work with us online, wherever you are. Personal support should fit your schedule without another trip to an office.
Built around you
Different lives.
The same thoughtful care.
For your life beyond the numbersMore space for
what matters.
what matters.
Your finances are personal.
Your service should be, too.
Bring us your questions, your paperwork and your plans. We’ll help you make sense of your tax and accounting needs with straightforward, personal support.
- Personal tax preparation
- Family tax considerations
- Self-employment income
- Ongoing accounting needs
A considered start
Simple from the
first conversation.
You don’t need to have everything figured out. We’ll work through what you need and agree on the right way forward.
01 / CONNECT
Tell us where you are.
Share what’s working, what’s taking too much time, and what you would like help with.
02 / MAKE A PLAN
Agree on the right support.
We’ll discuss your needs and define the services, scope and fees before work begins.
03 / MOVE FORWARD
Make room for what’s next.
Get started remotely, with a clear plan for the information we need and how we’ll work together.
A little more clarity
Good questions.
Straight answers.
A few things you may be wondering before we speak.
Is everything handled remotely?
Yes. Fincentra delivers its services entirely remotely. We’ll agree on the arrangements for meetings, information sharing and communication as part of your engagement.
Do I need a business to work with Fincentra?
No. We work with individuals and families as well as small, growing and established businesses. The service plan starts with your needs.
Can I get help with just one service?
Yes. You can speak with us about one specific need or a combination of tax, bookkeeping, accounting, advisory and fractional CFO services.
How does Fincentra use AI?
We use AI, automation and workflows to support efficient service. Technology supports the work; personal attention and human judgment remain central to our approach. We can discuss how this applies to your engagement before you begin.
How much will my services cost?
Fees depend on the services, complexity and scope of your engagement. We’ll discuss those details with you and agree on the scope and fees before work begins.
Am I on the right country’s website?
This is Fincentra’s the United States website. For services in Canada, visit Fincentra Canada ↗. If your situation involves both countries, mention that in your initial enquiry so we can discuss the scope and suitability of our support.
Your next chapter starts here
Let’s put your finances
in good company.
Tell us what you need. We’ll take it from there.