SERVICES
Business Services
We help you take control of your finances so you can focus on your business.
Accounting Services
When you use our team of experienced tax and accounting professionals, you get all the benefits of hiring an experienced financial executive — without the added expense.
Whether we meet monthly, quarterly, or once a year, we help you take financial control of your business so you can focus on your core work and make informed decisions about your financial future.
Here's what we do for you:
Generate reports and analyze financial data
Evaluate cash flow and improve profitability
Prepare budgets
Strategic tax planning and financial forecasting
Accounting systems set-up, Chart of Accounts and General Ledger
Internal controls for fraud prevention
Quarterly, monthly, and annual financial statements
Use and sales tax processing
Profit statements and balance sheets
Custom financial reports
Business tax returns
Outsourced CFO services
Bookkeeping Services
Accurate bookkeeping is essential to your company's long-term viability. We're experienced, affordable, and reliable; serving everything from self-employed home-based business owners to small and medium-sized businesses with employees.
Just starting out? We'll set up reporting and recordkeeping systems that make it easy to track where your money is going. Been in business a while but need help cleaning up the books? We'll streamline things and set up a healthy system of checks and balances.
Here's what we do for you:
Accounts payable (entry, bill paying)
Accounts receivable (entry, invoicing, deposits, collection)
Bank reconciliations
Inventory management
Bookkeeping clean-up
General ledger
Tax forms (1099s, 1096)
Payroll processing
Outsourced bookkeeping
Cost-Effective Payroll Services
On average, small business owners spend eight hours a month on payroll-related tasks, time better spent running and growing the business. When you outsource payroll to us, you get a dedicated specialist who works with you throughout the entire process. We stay on top of legislation affecting payroll compliance so you don't have to.
Here's what we do for you:
Direct Deposit and Electronic Fund Transfer (EFT)
Payroll tax compliance, e-filing, tax payments
Payroll reporting by employee or department
W-2, W-3, and 1099 processing
Easy-to-understand monthly, quarterly, and annual payroll tax reports
Payment of third-party withholdings such as insurance
Financial Planning & Analysis
The goal of business financial planning is to help decision-makers achieve revenue and growth goals through strategic planning. We analyze, synthesize, and translate data so CEOs, CFOs, COOs, and other leaders can make better decisions about the future.
If you've been in business for a while, you may be stuck in the routine of payroll, taxes, and cash flow worries. Adding an accountant with expertise in financial planning and analysis takes your business to another level.
Here's what we do for you:
Financial reporting and analysis
Identify company-wide trends and variations
Use historical performance data to forecast the future
Profitability analysis
Develop and maintain strategic plans for growth
Business modeling
Budgeting and financial forecasting
Sales, marketing, and economic analysis
Company performance management (KPIs and benchmarking)