How We Can Help

Our team utilizes a tech-forward approach to accounting and financial advisory that simplifies financial operation through high-touch personal interaction and cloud-based applications/software



Proxy’s Bookkeeping Service is a great option for businesses who want to focus on their core competencies and leave the accounting to the experts. By taking ownership over categorizing and reconciling every transaction that clears your bank account, we can begin to organize historical data into useful and measurable insights. This refined data can lend itself to monthly trend analysis, budgeting, and safeguarding against business interruptions. Our Remote Accounting Specialists become intimate with the ebbs and flows of your business and act as an added layer of defense to maintain predictability in your month-to-month operations.

Payroll Services

Payroll can be intimidating for small business owners and an even heavier lift for developed companies. We partner with the top payroll providers on the market to maintain order throughout your payroll runs. If you need advice on how to best pay yourself, add new employees or contractors to the team, or how to incorporate company benefits, all while staying organized for tax season, Proxy has you covered.

Accounts Receivables/ Accounts Payable Management

We offer a suite of services tailored to businesses of all sizes and industries. We can work with your clients and vendors to establish smooth payment cycles and proper revenue recognition reporting. Our accounts receivable and accounts payable management services include collecting customer payments, tracking invoices or purchase orders, managing delinquent invoices, and processing payments. Our Client Account Managers are customer relationship specialists and work alongside you to keep cash flows consistent and predictable.

Inventory Supervision

Proxy’s Inventory Supervision service is the perfect solution for our e-commerce and Consumer Packaged Goods type businesses who want to ensure that their inventory is always accurately tracked and accounted for. By utilizing this service, companies can rest assured knowing that their inventory is being handled by a team of experts dedicated to ensuring accuracy and compliance with industry best practices. Some of the benefits of Proxy’s Inventory Supervision service include the prevention of stockouts and overages, accurate reconciliations to your routine inventory counts, and continual monitoring of inventory levels and discrepancies.

Fractional CFO Advisory Services

Proxy’s Fractional CFO Advisory Services offer a wide range of benefits tailored to businesses of all sizes. By providing access to experienced financial professionals, companies can avoid the cost and hassle of hiring a full-time CFO. With nearly 24-hour access to a C-Suite tenured executive, our Corporate Vision Directors can sit on your board, prepare you for investor meetings, offer one-on-one CEO coaching, or a myriad of other requested ad-hoc tasks. By producing official and shareable reports on financial planning, budgeting, forecasting, and cash flow analysis, these Fractional CFOs can provide valuable insights and advice on industry-standard best practices, so your business continues to grow exactly as you envisioned it would.

Tax Planning & Preparation

Proxy’s Tax Planning & Preparation Services offers a comprehensive and industry-standard approach to your year-end filings. Our team of experts is well-versed in the latest tax laws and regulations, working throughout the year to better understand your specific liabilities, so you can be confident that your taxes will be filed accurately, promptly, and efficiently. By mandating the accounting throughout the fiscal year, we take full ownership over your finances. Our Corporate & Personal Tax Specialists work in tandem with the Proxy accounting team to develop year-round tax planning strategies, analyze all applicable tax credits and deductions, and prepare federal and state income tax returns. You can look to these specialists to review your business structure and recommend strategic advice on minimizing your tax liability.

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Offices located in:

Seattle, WA

New Orleans, LA

Charleston, SC

Richmond, VA