Services
Every business has its own unique goals and requirements. We are here to help you decide what your best path to success is and keep any obstacles out of your way. Whether you need simple bookkeeping or full accounting and financial planning, you're in the right place.
Accounting - Taking the headache out of the numbers
Full-Service Accounting
We'll keep your books tidy, no matter how messy they started out
Accurate and timely financial reports that keep you informed without adding to your workload
Monthly account reconciliation to protect you from wrongful or fraudulent charges
Be confident with your Profit & Loss statement
Have a balance sheet available to let you know if you're ready to grow
If something seems off, we'll always be just a phone call away to help at no extra charge
Taxes - Saving you time and money while ensuring compliance
Tax Preparation
Benefit from years of small business tax experience
Don't worry if your books are a mess, we'll take care of it
Get tips and techniques for reducing your tax for the following years
Everything is electronic, so your return is filed in days, not weeks or months
Tax Planning
Reduce your tax liability throughout the year, not just during tax season
Defer taxes so that you don't pay now, and pay less later
Help keep your assets in your hands, not with the IRS
Help you keep more money through the year by optimizing your payroll and estimated taxes
Fractional CFO - Focus on the core of your business
We let you focus on your Business
Implementation of proven financial systems and processes in your business
Oversight for your accounting and financial reporting so there are no surprises
Budgeting and trend analysis to keep you on track
Directly handle interactions with lawyers, regulators, vendors, and other financial points of contact
Planning and Coaching
We know the financial landscape and can chart a path to exceed your goals
It isn't enough to simply save money; we can show you how to use it to its maximum potential
Things go wrong with even the best-laid plans. We'll be there to get you through the rough spots.
A relationship with someone you trust who can provide clarity and feedback for the big decisions