Services
We deliver the financial clarity and strategic support your business needs 365 days a year.
We offer complete financial, accounting, and tax solutions for business growth.
1. Bookkeeping & General Accounting
The foundation for every profitable business decision.
We handle the daily grind of financial data entry, including sales, expenses, and payroll records. We ensure meticulous maintenance of your General Ledger and Chart of Accounts to guarantee accurate tracking of all financial activity within your business.
Bank & Credit Card Reconciliation
Ensuring 100% accuracy between your books and the bank.
Stop stressing over discrepancies. We perform timely and thorough reconciliation of all your business bank and credit card accounts, ensuring your internal records perfectly match your bank statements to catch errors and maintain data integrity.
3. Management Report Preparation
Clear, actionable reports for internal decision-making.
We prepare essential internal financial statements—the Balance Sheet, Profit & Loss (P&L), and Cash Flow statement. These reports are crucial for understanding performance, managing growth, and planning strategy. (Note: These are for internal use only.)
4. Accounts Payable & Receivable Management
Optimizing your cash flow from invoicing to payment.
We manage both sides of your cash flow: handling vendor payments (Accounts Payable) and tracking client invoices (Accounts Receivable). We ensure timely billing and payment processing to keep your business running smoothly and efficiently.
5. Fixed Asset & Depreciation Schedules
Accurate tracking of long-term investments and tax-saving depreciation.
We maintain detailed registers for all your large business assets (equipment, vehicles, property). We calculate and track the correct depreciation schedules needed for accurate financial reporting and maximizing allowable tax deductions.
6. Payroll Processing & Pay Stubs
Flawless payroll delivered on time, every time.
We handle the entire payroll process, including running payroll, calculating wages, ensuring accurate withholdings, and preparing clear pay stubs for all your employees using reliable, modern payroll software.
7. Payroll Tax Filing & Compliance
Guaranteed accuracy to keep you compliant and penalty-free.
We calculate and file all required federal and state payroll taxes (including 941/940 forms). Our compliance management ensures your business meets all legal obligations, giving you total peace of mind.
8. Sales & Use Tax Return Filing
Taking the complication out of sales tax collection and remittance.
If your business collects sales tax, we manage the entire process, from ensuring proper collection to preparing and filing your periodic sales and use tax returns with the appropriate state and local jurisdictions.
9. 1099, W-2, and 941/940 Form Management
Efficient preparation of year-end and quarterly tax documentation.
We handle the complex administrative burden of year-end tax forms, including preparing and distributing W-2s for employees, 1099s for contractors, and filing quarterly federal reports (941/940 forms).
10. Limited Tax Preparation
Professional tax preparation from a trusted, registered PTIN holder.
We prepare individual or business tax returns for filing with the IRS. As we hold a PTIN registration, you can trust our knowledge and commitment to accuracy in handling your tax documentation.
11. Cash Flow Management & Forecasting
Predict your future cash needs and eliminate financial surprises.
We actively manage your cash flow to ensure liquidity and stability. Our services include robust forecasting and modeling, allowing you to anticipate expenses, plan for investments, and operate with maximum financial confidence.
12. Budgeting & Variance Analysis
Strategic budgeting that keeps your profits on the planned track.
We work with you to create realistic and powerful annual or quarterly budgets. Then, we perform variance analysis—comparing actual results to your budget—to identify and correct financial issues quickly.
13. QuickBooks Setup, Training, & Support
Leverage the power of QuickBooks and Xero from day one.
We handle the entire accounting software process, including initial setup, customized Chart of Accounts, system migration, and one-on-one training and support to ensure you and your team are maximizing its potential.
14. Accounting System Integration & Automation
Building efficient workflows to save time and reduce errors.
We analyze your current financial processes and integrate third-party tools (like payment processors or inventory systems) with your accounting software to automate data entry and streamline your entire back office.
15. Business Consulting for Startups
Get off to a clean start with expert financial structure.
For new businesses, we provide crucial early-stage consulting, including advice on entity setup (LLC/PLLC), EIN acquisition, and implementing the proper accounting systems and processes for scale.
16. Virtual CFO
Executive-level financial strategy at a fraction of the cost.
Access senior financial leadership with our fractional services. We provide monthly or quarterly financial reviews, business performance analysis, KPI tracking, and strategic planning to guide your company toward its long-term goals.
Or give us a call:
651 – 309 – 6662