Services

Turn over the management and headaches of your accounting to our experienced staff. We sweat the details, keep you informed and consult with you as often as you like for planning and strategy. By being involved with your business on a day-to-day basis, we head off bigger problems and provide valuable real-time feedback.

Bookkeeping/Accounting for Small to Medium Businesses

Services designed to meet your specific needs. We can work with your existing staff, or we can work as your staff. Rely on our bookeepers to manage your day-to-day transactions, invoices, bills or dozens of other details that you don’t have time to chase.

Bookkeeping/Accounting for Small to Medium Businesses

Services designed to meet your specific needs. We can work with your existing staff, or we can work as your staff. Rely on our bookeepers to manage your day-to-day transactions, invoices, bills or dozens of other details that you don’t have time to chase.
Income Tax calculation

Transactions

Transactions input daily into QuickBooks

Reconciliations

Reconciliations of all bank, credit card and loan accounts(weekly)

Bill Payments

Bill Payments as needed to pay all your vendors, with the added comfort of knowing that we manage your cash flow

Vendor Management

Vendor Management to ensure that you are getting the best terms possible

Payment Collections

Payment Collections follow-up for those customers with outstanding invoices, to ensure that you receive payment due

Deposits

Deposits of checks into your bank, to eliminate one more thing on your to-do list

Reimbursement Tracking

Reimbursement Tracking to ensure that money spent on behalf of your client is recovered

Management Services

Trust our experienced accountants to handle your regular financial statements and forecasts. Our goal is to create long-term relationships, supporting your business at whatever level you choose.

business app work

Financial Statements

Financial Statements monthly, including balance sheet and income statement

Forecasting and Projections

Forecasting and Projections so you know the current trajectory of your business

Quarterly Estimated Tax Payments

Quarterly Estimated Tax Payments coordinated with your tax preparer, so you are never penalized for missing deadline

Payroll Processing

Pay employees, file quarterly returns, W2's & 1099's

Business Tax Returns

Anual filings and income tax return preparation or we can work with your existing tax preparer and answering their questions

Strategic Consulting

Strategic Consulting as needed, including but not limited to, pricing model development, cash flow planning and review, hiring decision-making and business growth planning

Personal and Family

Protect and preserve what matters most. We can manage your budget to your taxes. We can relieve your stress and worry and give your more quality time.
Family Protection

Bill Pay Services

Bill Pay Services to take care of the payments to keep your mind at ease

Organize Personal Records

Organize Personal Records to keep account of what documents are important to the important people in your life

Custom Budgets

Custom Budgets to cater to the each persons’ unique lifestyle that will allow them to liver their life comfortably and affordably

Tax Return Preparation

Tax Return Preparation for a comfortable process during a difficult tax season

CFO Services

Consider us your bookkeeper, controller and trusted Chief Financial Officer/adviser. In addition to scheduled consultations and strategic discussions (in person or by phone), your dedicated CFO is available to tell your financial story and represent your interests, including, but not limited to:

Board / Stakeholder Meetings

Board / Stakeholder Meetings attended by your acting Chief Financial Officer to present financial information

Financial Audit Liaison

Financial Audit Liaison to assist those organizations required to undergo an annual audit by an independent CPA firm

Annual Budget Preparation

Annual Budget Preparation and Variance Monitoring, which can include multiple sub-budgets or individual departmental budgets as needed.