SERVICES

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 Small business owners and start-ups often get bogged down over finance, tax, or accounting questions that are easily and efficiently answered by a CPA that deals with them daily. It is rarely cost effective for small businesses to have a full-time CFO on staff, but they still need the consistent and periodic advice of a specialist in these areas. McNamara Financial Solutions LLC (MFS) is a CPA firm that specializes in fractional CFO services for those businesses that have owners who are good at their jobs, but need financial advice. 

 Cloud-based accounting systems and AI have simplified accounting and bookkeeping in many ways, but have also introduced a level of complexity that can be costly for those who are not fluent in these areas. MFS has a highly efficient accounting and payroll department for small businesses, estates, and trusts.

 We provide consulting and advice on the accounting, tax, and administration of estates and trusts. The formation of an estate requires that executors and other responsible individuals adhere to specific duties and have specialized knowledge in multiple areas. We help coordinate the collaborative effort needed to efficiently manage an estate and can also provide litigation support in the areas of estate accounting and tax.

 Financial planning for small business owners and professionals is a complex, multifaceted process that requires balancing the unique demands of business financial goals with personal financial planning objectives. Effectively aligning these priorities is key to ensuring long-term success and financial well-being. Stephen McNamara, CPA/PFS, brings over 30 years of expertise in addressing the distinct challenges faced by business owners and professionals. As part of Paraklete® Financial, Inc., a fee-for-service financial planning firm, Stephen offers customized solutions designed to integrate personal financial planning with family office services.