Purewater Financial · New York & Miami
Success through Clarity.
Finance is the lifeblood of any business. Understanding the intricacies of yours is what makes it a success. Let us help you navigate these waters with ease and clarity.
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01 — The premise
Data is beautiful. It is also complex.
02 — The work
Understanding your data is understanding your business.
What we do
Premium services, personalized.
Integrity, precision, and excellence in financial acumen — these are the core philosophies that guide us. We are your trusted advisors, paving the path to financial success together.
Accounting & Bookkeeping
We handle your books, records, and financial reporting — including preparation and compilation engagements — so your job stays running the business, not reconciling it.
Explore 02Tax Compliance & Planning
Individual, corporate, partnership, and international filings, paired with planning that runs during the year rather than after it. 1040, 1120, 1120-S, 1065, 5472, 1099-NEC.
Explore 03Strategy & Virtual CFO
A four-stage process — goals, plan, implementation, monitoring — plus periodic one-on-one calls so you always know where your focus should lie.
ExploreApproach and values
Planning for anything is difficult.
So we made it a process.
A four-stage method for building and implementing a strategy that brings you one step closer to further success.
Figuring out the goals
We first discuss what your short- and long-term goals are. These depend on your personal as well as your financial situation, and they let us begin formulating the plan that is right for you.
Creating a plan
Keeping your goals in mind as milestones, we formulate a plan that achieves them. We assess that plan against your personal risk profile and modify it along the way.
Implementation
After communicating with you and finalizing a plan of action, we begin implementing it. Timing is key here, because business cycles and events come up during the year — so we build those into the plan too.
Monitoring and maintaining
After the plan is implemented we continue monitoring and collecting data. Monitoring performance shows how close we are to your goals and how best to reach them.
The method
Every business arrives as loose sheets.
Books, filings, payroll, contracts, cap table.
Our job is to square them up — and keep them that way.
It is our business to help you know yours.
“Many ideas grow better when transplanted into another mind than the one where they sprang up.”
Transparency above all
At the core of it all is a single idea: Success through Clarity. The more you know about your business, the better your decision making. The better your decisions, the more you grow.
Let us help you navigate these waters.
Tell us what you are building and where the numbers are getting away from you. We will tell you honestly whether we are the right firm for it.