Services

    • Financial Services

      Tracking assets and liabilities and evaluating your income as well as all costs.

    • Accounts Payable/Receivable

      Providing accurate expense accounting and generating invoices from your business operation.

    • Bank Statement Reconciliation

      Provides a checks and balances system for funds in and out of financial accounts.

    • Cash Flow Statement

      Provides information on the source and quantity of funds allowing you to understand your cash position.

    • Year-End Tax Preparation

      Provides seamless transition of financial records to CPA for efficient annual tax preparation.

    • Payroll

      Produce payroll checks, process tax payments and prepare quarterly returns and W2’s at the year’s end.

    • State and Local Sales Tax

      Preparation of all appropriate forms for state, local and county tax.

    • General Ledger Management

      Review transactions and accounts properly classifying into appropriate accounting categories.

    • Budget Preparation

      Provides a tool for future asset allocation and expense management.

    • Human Resources

      Maintain all employee files and benefits including health plans, retirement plans, etc.

    • 40
      %

      Business Owners Hate Bookkeeping

      Many small business owners say bookkeeping and taxes are the worst part of owning a business.

    • 40
      %

      Spend 80+ Hours on Taxes

      The majority of small business owners spend more than 41 hours on tax preparation each year.

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