One-Time Projects
Behind on your bookkeeping and taxes? Whether you are tired of trying to manage your business finances or are not satisfied with your current accountant, we can get you back on track! Knowing your finances helps increase your profit.
Taxation
Do you hate tax season? We maximize tax savings when filing your business and personal taxes. Since we take care of your bookkeeping and accounting needs, you will be happy with our filing.
Bookkeeping
Having trouble keeping up with accurately capturing your daily financial transactions? Nothing slips by us. We capture every transaction to give you the maximum tax deductions and best financial information to make profitable decisions.
CFO Advisory
Would you like a financial consultant who can analyze and organize financial information to make business decisions that will increase your profits? We not only take care of the day to day accounting but also can function as your virtual CFO.
Service Packages
Bookkeeping, Taxation, or CFO Advisory
BOOKKEEPING
Reconciliations
We consistently reconcile your bank, credit cards, and other accounts
Invoicing & Collections
We invoice your customers and follow up to make sure you get paid
Bill Pay & Payments
We set up automatic payments and are always on top of paying your bills
Sales Tax
We know how to file and pay sales tax to your state and county
Income Statement
We generate a monthly standard or customized profit and loss statement
Balance Sheet
We show your company’s financial health at a glance each month
Quarterly Review
We assess your business and provide a strategy for continued profitability
TAXATION
Everything in Bookkeeping
The taxation service includes all of the bookkeeping benefits
Business Taxes
We file taxes for LLCs, partnerships, s corps, and c corps
Estimated Tax Payments
We make sure you are squared away with the government while helping you maintain good cash flow
State Income Tax Return
We file state income tax if applicable to you
Federal Income Tax Return
We file your taxes with care to ensure you have the maximum ethical return
Monthly Review
We assess your business and provide a strategy for continued profitability
CFO ADVISORY
Everything in Taxation
The CFO advisory service includes all of the taxation benefits
Cash Flow
We help you monitor and manage cash flow for a healthy business
Profit and Cost Analysis
We analyze your sales & cost trends to help you maximize profitability
KPI Tracking
We track your industry and company key performance indicators
Customized Dashboard
We provide a live dashboard with customized key financial information
Tax Advisory
We are proactive in reducing your tax liability
Bi-weekly Review
We assess your business and provide a strategy for continued profitability
Find the right service package for you