Business Services

When you use our team of experienced tax and accounting professionals, you get all of the benefits of hiring an experienced financial executive without the added expense.

Whether we meet with you monthly, quarterly, or once a year, we help you take financial control of your business, enabling you to focus on your core business tasks and make informed decisions about your financial future.

What we do for you:

• Generate reports and analyze financial data
• Evaluate cash flow and improve profitability
• Prepare budgets
• Strategic tax planning and financial forecasting
• Accounting systems set-up, Chart of Accounts and General Ledger
• Internal controls for fraud prevention
• Quarterly, monthly, and annual financial statements
• Use and sales tax processing
• Profit statements and balance sheets
• Custom financial reports
• Business tax returns
• Outsourced CFO services

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 If you’re just starting a business, we’ll set up reporting and recordkeeping systems that make it easy for you to keep track of where your money is going. If you’ve been in business for a while, but need help cleaning up your books, we’ll work with you to streamline your bookkeeping systems and set up a system of checks and balances.

But the best reason to use our bookkeeping services? You’ll have more time to focus on running your business and generating more profits.

• Accounts payable (entry, bill paying)
• Accounts receivable (entry, invoicing, deposits, collection)
• Bank Reconciliations
• Inventory management
• Bookkeeping clean up
• General ledger
• Tax forms (1099s, 1096)
• Payroll processing
• Outsourced bookkeeping

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When you outsource your payroll responsibilities to us you get a dedicated payroll specialist who works with you throughout the entire payroll process. There’s no need for you to hire an in-house specialist or maintain a payroll system. We also stay on top of legislation affecting payroll compliance, so you don’t need to.

Here’s what we do for you:

• Direct Deposit and Electronic Fund Transfer (EFT)
• Payroll checks printing
• Payroll tax compliance, e-filing, tax payments
• Payroll reporting by employee or department
• W-2, W-3, and 1099 processing
• User-friendly, and easy to understand monthly, quarterly, and annual payroll tax reports
• Payment of third-party withholdings such as insurance

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 When you take advantage of our outsourced CFO services, you get a dedicated, experienced financial professional who helps you make the tough business decisions you need to guide your business to future success.

You’ll also have a better understanding of the financial side of your business based on hard numbers. No more guessing about whether you’ll qualify for that loan to buy more equipment or wondering why you’re always short of cash.

When you use our CFO services, here’s what we do for you: 

• Prepare monthly, quarterly, or annual financial statements
• Financial forecasting
• Accounts payable and receivable
• Provide guidance for increasing cash flow and improving profitability in support of future financial goals
• Strategic tax planning
• Tax compliance (sales use and payroll taxes)
• Set up an accounting system and controls

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 If you run a successful business, you already understand how important it is to work with an accounting firm that understands how your company operates. What you might not realize is that when you add an accountant with expertise in financial planning and analysis to the team it allows you to take your business to another level.

Here’s what we do for you:

• Financial reporting and analysis
• Identify company-wide trends and variations in your business financials
• Use historical performance data to forecast future performance
• Profitability analysis
• Develop and maintain strategic plans in support of growth
• Business modeling
• Budgeting and financial forecasting
• Sales, marketing and economic analysis
• Company performance management (developing key performance metrics and benchmarking)

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The decision to start a new business is an exciting one, but as every experienced business owner knows, there’s more to it than developing a product and hoping it sells. As an entrepreneur, you’re probably a "big picture" person with a vision. You'd rather not deal with nitty-gritty details like choosing a business entity, sales and payroll tax, or accounting systems that help you manage cash flow. The good news is that we're here to help you figure it out.

• Determine which business entity best meets your goals and minimizes tax liability
• Partnership agreements
• Prepare a cash flow budget
• Create a business plan to help you secure financing (if needed)
• Set up an accounting system using software that works for you
• Create billing systems and implement policies and procedures for collections
• Make sure you are compliant with state, local, and federal tax laws such as sales and use tax, payroll tax, and Federal EIN (Employer Identification Number)
• Prepare annual tax returns and quarterly estimated taxes as needed
• Assist you in filing paperwork for state and local licenses and permits as required
• Assess your business insurance needs

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