Services | C&S Finance Group

We Bring Extensive Expertise To The Table, Ensuring Top-notch Service And Results.

Why Choose Us?

Because it’s not about us — it’s about you.
We’re here to help you solve real problems, make confident decisions, and build a business that’s stronger, smarter, and more sustainable. Whether you need accounting support, strategic business advice, or tax expertise, we focus on what matters most: your goals, your challenges, and your growth.

Exceptional Services Tailored to Your Unique Goals

We don’t believe in cookie-cutter solutions. Whether you're scaling, restructuring, or just getting started, we craft strategies that align with your specific needs and drive measurable outcomes.

From strategy to execution, we cover every angle of your business growth.

No templates — every plan is built around your goals, timeline, and challenges.

Work with seasoned professionals who know how to deliver results that matter.

Strategic Planning

.We help you define your direction, prioritize initiatives, and build a plan that aligns every part of your business with measurable outcomes.

Market Research

We deliver clear, data-backed analysis of your customers, competitors, and market trends so you can move forward with confidence.

Business Consulting

From process optimization to executive decision-making, we work alongside you to solve operational, structural, and growth-related problems.

Financial Solutions

Our team supports everything from forecasting and budgeting to cash flow management and funding prep — all with results in mind.

Corporate Growth Strategy

Unlock your company's potential with a well-defined Corporate Growth Strategy designed to drive business expansion and increase market share. We offer personalized strategies backed by thorough market research, competitor analysis, and financial modeling to ensure sustainable growth and profitability.

Basic Growth Strategy

A high-level growth strategy focusing on identifying key business areas and market opportunities.

Full Corporate Growth Roadmap

A tailored growth strategy with a multi-year roadmap, complete with metrics, KPIs, and implementation steps.

Comprehensive Market Expansion Plan

Detailed analysis of market conditions, competitors, and an actionable growth plan.

Get an Estimate.

Before you book, see what working with us might cost. Just answer a few quick questions about your business and the services you need — we’ll give you a personalized quote, no strings attached.

Basic Growth Strategy

Ideal for startups and small businesses needing direction. Helps uncover key business areas and market opportunities.

Includes:

One strategic planning session
Basic opportunity and competitor analysis
Operational diagnostics

Comprehensive Market Expansion

Perfect for entering new markets or launching new products. Provides competitor insight and execution strategy.

Detailed market & competitor analysis
GTM (Go-to-Market) strategy & risk planning
Implementation support & reviews

Full Corporate Growth Roadmap

Built for long-term growth and organizational scaling. Best for companies preparing for IPO, acquisition, or national expansion.

Comprehensive internal audit
KPI dashboard setup and strategy coaching
Quarterly roadmap reviews and adaptation sessions

Planning to enter new markets or open additional locations.

Sales have stalled and need a new strategic direction.

Preparing for or integrating a company acquisition or merger.

Releasing a new service or offering and want a go-to-market plan.

Too much overhead, process bottlenecks, or poor scalability.

Need a roadmap and metrics to secure funding or investment.

Departments are misaligned or working in silos — need unified goals.

Shifting into a new vertical and need a plan to compete and grow.

Company Restructuring

Enhance your company’s efficiency with expert Organizational Structuring Services. Whether you’re a growing business looking to streamline operations or a larger company in need of restructuring, we offer tailored solutions that align your teams with your business goals. Our services range from creating organizational charts to full-scale restructuring with leadership support and change management.

Basic Organizational Structure Setup

Create a basic organizational chart and define key roles for small businesses.

Comprehensive Organizational Restructuring

Full organizational restructuring with job role analysis, team optimization, and leadership alignment.

Departmental Structuring & Role Alignment

Develop a departmental structure, clarify reporting lines, and assign roles based on business needs.

Get an Estimate.

Before you book, see what working with us might cost. Just answer a few quick questions about your business and the services you need — we’ll give you a personalized quote, no strings attached.

Basic Organizational Structure Setup

Ideal for small businesses and startups seeking clarity in team hierarchy. This foundational setup helps define who is responsible for what, avoiding duplication and confusion.

Includes:

Basic organizational chart creation
Identification of key operational roles
Guidance on simple reporting structures

Departmental Structuring & Role Alignment

Perfect for businesses that are expanding and need clearer departmental roles. This package ensures each department is structured efficiently and reporting lines are well defined.

Includes:

Custom departmental hierarchy design
Role alignment with core business functions
Clarification of interdepartmental responsibilities

Comprehensive Organizational Restructuring

Designed for mid-to-large enterprises undergoing significant transformation. This package addresses structural inefficiencies, leadership alignment, and change management.

Includes:

Full company-wide structural analysis
Job function redesign and workflow optimization
Leadership restructuring and change management support

Team’s growing fast, but structure hasn’t kept up.

Unclear responsibilities are slowing down productivity.

New executives or owners need a fresh org chart and strategy.

Getting ready to expand and need a structure that can scale.

Combining teams and systems after an acquisition or merger.

Dispersed teams need clearer lines of communication and hierarchy.

Too many people doing the same work — or no one owning key tasks.

Hard to track performance or decision-making authority.

U.S Business Formation

Start your U.S. business with confidence through our professional Business Formation Services. Whether you are forming an LLC, Corporation, or need ongoing compliance, we guide you through every step of the process. From filing documents to ensuring federal compliance, our services are tailored to get your business up and running smoothly.

LLC Formation Service

Complete LLC formation service, including name registration and EIN application.

Business Formation with Ongoing Compliance

Complete business formation with compliance services, including annual report filing and registered agent setup.

Corporation Formation

Full support for incorporating a business, including Articles of Incorporation and IRS registration.

Get an Estimate.

Before you book, see what working with us might cost. Just answer a few quick questions about your business and the services you need — we’ll give you a personalized quote, no strings attached.

LLC Formation Service

Entrepreneurs and small business owners who want a flexible business structure that offers personal liability protection without the complexities of a corporation. It's the preferred choice for sole proprietors, family businesses, and consultants who want to formalize operations with legal protection.

Name Availability Check: Ensuring your desired business name is available in your chosen state.
Preparation & Filing of Articles of Organization: Drafting and submitting necessary documents to officially form your LLC.
Operating Agreement: Crafting a customized agreement outlining the management structure and operating procedures.
EIN Acquisition: Obtaining your Employer Identification Number from the IRS for tax purposes.
Registered Agent Service: Providing a reliable agent to receive legal documents on behalf of your business.
Compliance Alerts: Notifications for important filing deadlines to maintain good standing.

Corporation Formation Service

Businesses that are planning to issue stock, attract outside investors, or establish a more formal management and ownership structure. This is the right choice for founders looking to scale or eventually go public.

Name Availability Check: Verifying the uniqueness of your corporate name in your state.
Preparation & Filing of Articles of Incorporation: Completing and submitting the required documentation to establish your corporation.
Corporate Bylaws: Developing a comprehensive set of rules governing the management of your corporation.
EIN Acquisition: Securing your Employer Identification Number from the IRS. Registered Agent Service: Designating an agent to handle legal correspondence.
Initial Board Resolutions: Assisting in drafting resolutions to formalize the initial decisions of your board of directors.
Stock Certificates: Providing customized certificates for issuing shares to shareholders.

Business Formation with Ongoing Compliance

Business owners who want a full-service experience, combining business formation with all necessary state and federal compliance handled on their behalf. This is best for those who prefer a hands-off, fully managed approach to avoid penalties or administrative stress.

All Services from LLC or Corporation Formation: Comprehensive formation services as outlined above.
Annual Report Filing: Preparing and submitting required annual reports to maintain good standing.
Compliance Calendar: A customized calendar highlighting key filing dates and compliance deadlines.
Document Storage: Secure digital storage of all formation and compliance documents.
Dedicated Compliance Specialist: Access to a specialist for ongoing support and guidance.

You’re ready to launch and need a legal business entity.

Foreign company looking to enter the U.S. market compliantly.

You want to switch from side hustle to official business.

You need liability protection and legal separation from your finances.

You need a federal tax ID to open a bank account or hire employees.

You want to reduce your tax burden with a more strategic structure.

Clients, banks, or platforms require legal registration first.

You can’t move forward until the legal entity is set up.

ITIN Services

Get expert assistance in applying for or renewing your Individual Taxpayer Identification Number (ITIN) with the IRS. I provide comprehensive ITIN services for non-U.S. residents and foreign nationals, ensuring all documents are filed accurately and on time. From new applications to renewals for dependents, I handle the process with expertise.

ITIN Application Support

Complete assistance with new ITIN applications, including document preparation and filing.

ITIN Renewal Service

Full service for ITIN renewal, ensuring timely and accurate filing with the IRS.

Get an Estimate.

Before you book, see what working with us might cost. Just answer a few quick questions about your business and the services you need — we’ll give you a personalized quote, no strings attached.

ITIN Application Support

This service is ideal for individuals applying for an ITIN for the first time. It's designed for non-U.S. residents who are earning income in the United States, such as freelancers, contractors, and foreign business owners. It's also commonly used by spouses or dependents of U.S. citizens or residents who need an ITIN for tax filing purposes. Additionally, international students, researchers, and scholars working or studying in the U.S. may require this service to meet their IRS obligations.

Form W-7 Preparation: Completing the IRS application form accurately. Document Verification: Ensuring all required identification and supporting documents are in order.
Submission to IRS: Mailing the complete application package to the appropriate IRS address.
Follow-Up: Monitoring the application status and addressing any IRS correspondence.

ITIN Renewal Service

This package is best suited for individuals who have already been issued an ITIN in the past but need to renew it to remain compliant with IRS requirements. It is often used by taxpayers who must maintain valid ITINs for themselves or their dependents, especially when filing annual tax returns. Foreign investors, real estate owners, and recurring filers with expiring ITINs also benefit from this service, ensuring their documentation remains active and their tax filings are not delayed or rejected.

ITIN expiration check and validation
Renewal Form W-7 completion
Updated document verification
Application submission to the IRS
Follow-up and correspondence management

You’re a non-U.S. resident but need to file U.S. taxes.

You earned income in the U.S. and must report it to the IRS.

The bank requires an ITIN for non-citizen account holders.

You need an ITIN to report rental income or capital gains.

You qualify for reduced withholding under a U.S. tax treaty.

You’re claiming dependents on your return who also need ITINs.

You receive dividends or earnings from a U.S. business.

Platforms like Amazon or Stripe may require tax ID compliance.

U.S. Tax Preparation Services

Get professional U.S. tax preparation services for both individuals and businesses. We ensure accurate and timely filing, maximize deductions, and provide full support throughout the process. Whether you need a simple individual tax return or a complex corporate filing, we got you covered.

Basic Individual Tax Filing

Preparation and filing of a standard individual tax return.

Comprehensive Corporate Tax Filing

Full corporate tax preparation, including multi-state filings and tax planning strategies.

Small Business Tax Filing

Tax preparation for small businesses, including LLCs and sole proprietorships.

You earned income in the U.S. and need to stay compliant.

You own an LLC, corporation, or sole proprietorship that needs annual filing.

You receive 1099s or untaxed income that must be reported.

You have wages, investments, or rental income to consolidate and report.

You’re new to the U.S. system and want expert guidance.

You need help catching up on past-due returns and avoiding penalties.

You live abroad or are a foreign national with U.S. tax obligations.

You may be owed a refund and want to make sure you claim everything properly.

Outsourced Financial Solutions

C&S Finance Group LLC provides a full-scale Outsourced Finance Department solution, allowing businesses to delegate their financial operations to seasoned experts. Our services range from bookkeeping and compliance to high-level strategic financial management, ensuring our clients experience cost efficiency, regulatory adherence, and financial growth without the need for an in-house finance team.

Contact Us.

You don’t have a dedicated financial expert/team but need one — now.

Your current team is maxed out and needs support to keep up.

You’re scaling fast and need reliable financial oversight.

You need accurate financials and reporting to raise capital.

You're not sure where the money is going — or coming from.

You want strategic cash flow, budgeting, and growth planning.

You’re growing beyond a bookkeeper and need CFO-level support.

You're facing tax deadlines, audits, or financial reviews and need professional guidance.

No more dealing with payroll, performance issues, or guessing if someone’s the right fit. We assign trained, proven professionals to your business — and if they’re not the perfect match, we’ll swap them out fast — no questions asked. Everything is managed on our end, and we oversee every engagement to ensure you're getting real, measurable results that actually moves the needle. Plus they'll be fully trained on your companies systems and procedures BEFORE they start working with you.

Outsourced Operations Solutions

Our outsourced operations department provides expert COO-level leadership and operational support to help businesses scale efficiently. Whether you're managing modernization, regulatory compliance, or organizational growth, our team delivers strategic guidance and hands-on operational management to drive success.