We offer full-service accounting, financial advising, and tax preparation that can be easily customized to meet your business needs.
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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)
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Preparation of business entity tax returns
Electronic filing to taxing authority
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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