Our Services
We work with you on a personal level to determine the best solutions for your unique needs, then leverage our seasoned expertise to achieve the best possible results. Businesses of all shapes and sizes depend on accurate, insightful financial information to manage their day-to-day operations and sustain profitability giving you your time and energy on building a strong business.
Tax Preparation Services.
We specialize in tax saving for all types of small businesses. We thoroughly review transactions to make sure your business gets every appropriate tax break so you pay less taxes and realize higher profits. We'll also create a strategy that works year-round to keep liabilities in check so you can see the best numbers possible next year. Get quicker tax refunds with E-file.
Tax Services Offered
Business tax preparation - corporate, LLC, etc.
Individual tax returns
Multi-state tax preparation for businesses
Bookkeeping.
We’ll create and maintain a chart of accounts to capture all of your financial transactions, provide the right information to manage your business. As your business needs grow and change, we can provide input and planning assistance to ensure that you have a complete and accurate picture of your financial position. If your business does not currently have accounting staff or if your business is outgrowing its current bookkeeping system, we can provide comprehensive bookkeeping and write-up services to ensure the smooth operation of the financial side of your business.
Bank Reconciliation.
Our bank reconciliation services ensure that every deposit and withdrawal aligns with entries into your financial records. This assessment enables us to identify lost deposits, lost checks, unauthorized transactions, and inappropriate bank fees. It gives you a clearer picture of your cash position for addressing planned outlays and investments.
Payroll.
We understand that managing payroll can be time-consuming, complex, and fraught with potential pitfalls. We guarantee prompt and secure direct deposits, ensuring your employees receive their earnings on time, every time. Our detailed accounting summaries and payroll reports empower you with insights and clarity into your financial obligations and operations. As the year closes, trust us to meticulously prepare your W-2's, W-3's, and 1099s without a hitch. Moreover, with our assistance, you can navigate the intricacies of worker's compensation audits and manage unemployment claims effectively. Partner with us and free yourself to focus on what you do best—growing your business.
Financial Statement Preparation.
We can prepare a complete set of financial statements to help you assess the health of your business. This package includes:
Our analysis of your financial statements helps you frame strategic initiatives as well as tactical plans.
Budgeting.
We help people create and maintain successful budgets, build financial health, and learn how to plan and reach financial goals. We provide you with practical support and tools to help address challenges before they become to overwhelming.
We guide clients through our proven five-step process:
Discuss and prepare specific money goals;
Analyze current spending habits and patterns;
Guide clients on how to change their behavior and attitude towards money;
Show clients how to prepare a spending plan which includes their money goals; and
Teach them how to regularly monitor and review their spending plan.
