Daleyn Accountancy | Virtual CPA Services

  • Get a CFO for a fraction of the time, for a fraction of the cost.
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Services

Strategic Advisory & Leadership

Forward-looking financial leadership to help businesses scale, optimize taxes, and make informed strategic decisions.

Services:

  • Fractional CFO Services – Ongoing financial leadership, KPI tracking, cash flow forecasting, strategic budgeting, accurate monthly bookkeeping and decision support.
  • Advanced Tax Planning & Strategy – Proactive, tailored strategies to minimize tax liability and build wealth.
  • Mergers & Acquisitions Support – Financial due diligence, strategic tax structuring, and post-acquisition integration support.
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Tax Compliance & Optimization

Ensuring accurate filings, maximizing tax benefits, and keeping clients compliant on both business and personal fronts. We keep you timely, tidy, and tax-efficient—so you can focus on growth.

What you get: 

  • Done-for-you preparation & filing for business and individual returns 
  • Optimization built in (credits, elections, timing, and deductions validated at filing) 
  • Multi-state confidence (apportionment, PTE, composite/NR filings) 
  • Year-round guidance on estimates, extensions, and notice resolution basics 

Services:

  • Business Tax Return Preparation – Federal and state filings for corporations, partnerships, and other entities.
  • Individual Tax Return Preparation – Comprehensive tax filing for individuals, including multi-state and high-income earners.
  • Tax Optimization Support – Integration of planning and compliance to reduce liabilities during filing season
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Financial Statement Preparation for External Use

Bank-ready. Investor-ready. Regulator-ready.
We prepare formal financial statements that meet third-party standards—so you can secure financing, complete a transaction, or satisfy compliance with confidence.

Providing formally prepared statements that meet lender, investor, or regulatory standards.

Services:

  • Loan & Mortgage Support Packages – Preparation of formal financial statements to satisfy lender underwriting requirements.
  • Acquisition / Merger Readiness Statements – Preparation of historical financials and supporting schedules for companies being acquired, acquiring another, or preparing for due diligence.
  • CPA-Prepared Statements (non-audit) – Compilation or Reviewed-level financials for third-party use, e.g., banks, investors, or regulators.
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Business Formation & Entity Structuring

Helping entrepreneurs choose and set up the right structure to optimize tax benefits and long-term growth.

Start smart. Scale tax-efficiently. Stay compliant.
 We help you pick the right entity, file it correctly, and set up clean systems so you’re optimized for taxes and long-term growth from day one. 

What you get:

  • Hands-on formation (state filings + EIN) done right the first time 
  • Tax-optimized structure tailored to your income, state(s), and growth plan 
  • Compliance built in with an annual calendar so deadlines never surprise you 

Services:

  • Entity Formation Services – State filings, EIN registration, and setup.
  • Tax-Optimized Structuring – Advising on entity type and structure to minimize taxes.
  • State & City Annual Report Filings – Ongoing compliance support
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Strategic Advisory & Leadership

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Tax Compliance & Optimization

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Financial Statement Preparation for External Use

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Business Formation & Entity Structuring

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