myVault delivers financial services through three integrated pillars that work together on a single cloud platform — eliminating the handoffs and delays of traditional accounting firms.
1. Accounting & Bookkeeping
The foundation: a real-time cloud ledger that replaces month-end batch processing with continuous, automated bookkeeping.
- Automated Expense Tracking — Synced bank feeds classify every transaction in real time.
- Monthly Financial Statements — Clean P&L and Balance Sheet delivered on schedule every month.
- Seamless Bank Reconciliation — Auto-matched transactions with zero manual keying.
- Cash Flow Monitoring — Live cash position with forward projections.
2. Tax Advisory & Compliance
Proactive tax strategy that runs all year — not a December scramble.
- Continuous Proactive Planning — Quarterly touchpoints that stop surprises before they start.
- Multi-State Filing Automation — Income allocated precisely across every state you earned in.
- 1099 / W-2 Compliance — Filing, issuance, and reconciliation handled end-to-end.
- IRS Representation — CPAs, enrolled agents, and licensed preparers in your corner for any notice or audit.
3. Business Advisory
Fractional CFO firepower at a fraction of the cost — enterprise-grade financial strategy for growing businesses.
- KPI Dashboard Setup — Custom metrics that matter to your model, live.
- Budget Forecasting — Scenario modeling with confidence intervals.
- Break-Even Analysis — Know exactly the revenue line you must cross.
- Capital Raising Prep — Investor-ready financials and data rooms.
- Entity Formation — Right structure from day one — LLC, S-Corp, or C-Corp.
- Reasonable Compensation — IRS-defensible owner salary optimization.
How the Pillars Work Together
Each pillar feeds the next: your live bookkeeping data informs proactive tax planning, which in turn shapes your CFO-level growth strategy. This integrated approach means you never have to re-explain your finances to a new advisor — your entire financial picture lives in one secure vault.