Know your numbers - Grow your business
Our goal is to handle your finances so that you can focus on your business. To accomplish this, we have created 4 tiers of service to meet both your current and future needs:
Bookkeeping, Accounting, Tax, and CFO consulting services.
Accounting, Bookkeeping and Tax Services
Bookkeeping Only - recording and reporting
Bookkeeping only clients are well versed in understanding financial statements and how to utilize them in decision making.
Basic Bookkeeping
Tracking, Organizing, Recording, and Reporting financial transactions. Receive monthly financial reports to stay on top of your business. Prepare year-end reports so that you are ready for filing your taxes.
Full Service Bookkeeping
Basic Bookkeeping + processing Accounts Payable (pay bills), Accounts Receivable (send invoices), Benefits and Payroll support - depending on the needs of the company.
Clean Up / Catch Up projects
Multiple Month / Year clean up of accounting files, preparation of prior year's financial reports and bring your books current. We work with your Tax Accountant to get your taxes caught up.
QBO Audit / New Client Set Up
Required for all new clients. Verify beginning balances, update chart of accounts, review customer list, vendor list, and balance sheet accounts. Set up all QBO functionality (as appropriate). Ensure client financial procedures follow industry standards.
Accounting - recording, reporting, and analysis
Accounting clients want someone dedicated to the financial operations of the company. Someone who can understand and communicate financial insights and opportunities. Ideal for companies wanting to grow their business.
Basic Accounting
Basic Bookkeeping + Analysis. Getting the financial statements (Profit and Loss, Balance Sheet) is just the beginning. What does it mean? What decisions need to be made to grow the business? We analyze the numbers so that you know where you are (financially) and where you are going.
Full Service Accounting
Full Service Bookkeeping + Analysis. Budgeting, Trend analysis, Cash Flow analysis. Controller level services
Tax Preparation & Filing
Tax preparation services are only available to ACCOUNTING clients
Business Tax return
Federal Business Tax return + required supporting schedules + State return
Personal Tax return
Personal Tax return + required supporting schedules + State return
Tax Bundle
PREPAID - Includes all Business and Personal Tax returns, Corporate Compliance, Quarterly Estimated Tax payments, and basic Tax Planning. Designed for tax planning benefits to offset cost of annual tax services. This is an ANNUAL service provided on a quarterly basis.
Consulting Services - available to Accounting Clients.
Fractional CFO services
Corporate Structure, Corporate Compliance, Tax Planning. Cash Management. Forecasting
HR / Benefit services
HR Consulting, On Boarding, benefits administration, bonuses and incentive programs.
We are a dedicated QuickBooks Online company. Clients are required to be use QuickBooks Online to engage our services.
Partner Certifications
