Bookkeeping Service
Our full service bookkeeping package is a comprehensive solution for managing your company’s financial records. With our experienced team at your side, you can have peace of mind knowing that your financials are in good hands.
Bookkeeping
Our bookkeeping services provide accurate, up-to-date financial records, giving you clear insights into your business’s performance and simplifying tax time.
Management Use Financial Statements
We prepare periodic financial statements using the data entered and reconciled in your online accounting software.
Business License Monitoring
We monitor when important filing deadlines occur to maintain good standing with the state your business is located.
Business Advisory Meeting
Our business advisory meetings offer strategic guidance and financial insights to help you make informed decisions and drive growth.
Government Assistance Support
This includes reviewing notices from government authorities, contacting them (when possible) to fully understand the issue, and assisting you in crafting an appropriate response.
Tax Service
Our full-service tax preparation offers a complete solution for managing your personal and business tax needs. With our experienced team guiding the process, you can feel confident that your filings are accurate, timely, and fully compliant.
Individual
Our individual tax preparation service ensures your return is accurately filed, maximizes deductions, and keeps you compliant with all federal and state tax regulations.
Business
Our business tax preparation service delivers accurate, compliant filings while identifying opportunities for tax savings tailored to your company’s structure and operations.
Estate
Our estate tax preparation service ensures accurate reporting and compliance with federal and state requirements while helping to minimize tax liability and preserve wealth for beneficiaries.
Planning
Our tax planning services provide strategic guidance to minimize your tax burden, optimize financial decisions, and align with your short- and long-term goals.
Additional Services we provide
Payroll Services
Allowing us to oversee your payroll service provider can be beneficial for small businesses that may not have the expertise or time to manage payroll in-house.
Fringe, Retirement & Benefit Planning
Strategies on how to structure compensation and benefits to keep your team engaged and to maximize tax efficiency.
Sales Tax
Figuring out which products and services are taxable can be complicated. We simplify the process by identifying your local and online sales tax obligations—then we prepare and file everything for you
1099 Preparations
Figuring out which which vendors need a 1099 can be complicated. We simplify the process by identifying the vendors—then we prepare and file everything for you.
Bill Pay
This includes managing payments to suppliers via bank bill pay and compensating contractors through a payroll service.
Set-Up
We provide comprehensive set-up for new accounting, payroll, and related systems—ensuring a smooth setup, proper integration, and efficient day-to-day use.
Clean-Up
Our accounting cleanup service organizes and corrects your financial records, ensuring accuracy, compliance, and a clear financial picture moving forward.
Forecasting
Our forecasting service projects your future cash flow and financial performance, helping you plan confidently and make proactive business decisions.