We offer full-service accounting, financial advising, and tax preparation that can be easily customized to meet your business needs.

  • Semi-annual tax planning

    Monthly bookkeeping and coding

    Monthly financial statements and analysis

    Monthly reconciliation of bank and credit card accounts

    Quarterly and annual payroll tax filings (940, 941, UI, W2/W3, and 1099/1096)

    Annual personal property tax return

    On-going Assistance with annual 1099-MISC and 1099-NEC filings

    On-going software subscriptions (Xero or QBO, Hubdoc, Box)

  • Preparation of business entity tax returns

    Electronic filing to taxing authority

  • Annual budget preparation and reports

    Cashflow forecasting income and expenses

    Budget vs. actual reporting

    Monthly customized KPI metrics (i.e. staff utilization, revenue per hour)

    Unlimited telephone, email, and chat support

Our Detailed Process

Business Advisory

Forecasting allows you to see your business in new ways. We proactively strategize and model various scenarios to help you make the right decisions for your business, including cash flow planning and budgeting

Full-Service Accounting

Our full-service accounting gives you greater control over your financial information with Cloud-based bookkeeping. We take care of your day-to-day accounting, payroll, and monthly financial statements. Plus, we provide constant support for any questions that may come up.

Tax

Preparing your own income tax return can be a task that leaves you with more questions than answers. It’s easy to overlook deductions and credits that will save you money. Our tax services include comprehensive preparation and analysis of your business and personal tax returns