For businesses and solopreneurs needing tax planning and preparation
Monthly reporting and strategic consulting for businesses wanting to grow
For businesses that want a complete accounting solution including bill payment
Contact us anytime you have a question. No more bills for 5 minute phone calls or emails. We will support you with any accounting issues or software product you have through us.
Bank/Credit Card/PayPal Account Reconciliation
We will reconcile all your bank and credit card statement on a monthly basis as well as verify the coding of your transactions to make sure everything is in its proper place.
Management Use Financial Statements
Receive a timely balance sheet, income statement and cash flow statement to help you understand your business and adjust to any changes. We can also include KPI tracking or other reports as needed.
State/Local Sales Tax Returns
We will file and pay your state and local sales tax reports based on your filing schedule. No more worrying about tracking deadlines or late fees.
Monthly Strategy Sessions
Proactive monthly meeting where we will discuss upcoming deadlines, industry trends or any topics that relate to your business.
Accounts Payable Management w/Bill Payment Integration
We will record, pay and track your approved bills. No more fumbling through an unpaid bill file, or tracking down a cancelled check to prove a payment has been made.
AccountSource Coding of Bank Transactions
We will code all of your business transactions, allowing you to focus on your core business.
Tax Return Filing
We will prepare and file your companies tax return, including all forms and states required.
We will review your tax situation throughout the year and provide you with tax reduction opportunities.
Dedicated Outsourced Bookkeeper
For businesses that require a dedicated person for a certain number of hours each week, but don’t want the hassle of hiring, firing and providing benefits.
We partnered with ADP to offer you an all-in-one payroll solution that includes direct deposit, new hire reporting, tax payment and filing, and W-2s for one low price based on the number of employees.
Loan Amortization and Depreciation Schedules
We will track your loans and assets to make sure you are paying the correct amounts and that depreciation is calculated correctly for the year end tax returns.
Individual Tax Return Filing
Along with handling your business accounting needs, we provide tax preparation services for you, your business partners, and your employees.
Add-on Software Solutions
We support a number of add-on solutions tailored to your business. We currently support WorkFlowMax, VendPOS, Bill.com, Unleashed Inventory and more.