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WE OFFER TAX, ACCOUNTING, AND RETIREMENT PLANNING SUPPORT SO YOU CAN FOCUS ON GROWING YOUR BUSINESS

BOOKKEEPING

  • Bank Reconciliations
  • Credit Card Management
  • Accounts Receivable
  • Accounts Payable
  • Profit & Loss Statements

FINANCIAL REPORTING

  • Trial Balance Reconciliation
  • Balance Sheets
  • Income Statements
  • Custom Financial Reports
  • Monthly Performance Reviews
  • Annual Financial Reports & Filing

Tax Returns & Reduction Strategy

  • Asset Protection Strategies
  • Income Tax Preparation
  • Tax Planning
  • Enitity Creation and Organization
  • IRS Representation
  • Audit Support
  • Payroll, Withholdings, Property Tax Filing
  • WOTC

CFO SERVICES

  • Cash Flow Forecasting
  • Budget-to-Actual Reporting
  • Breakeven Analysis
  • Labor Cost Management
  • Variable vs. Fixed Expense Reporting
  • Debt Planning & Reduction

Payroll

  • Payroll Processing
  • Monthly, Quarterly, & Annual Filings
  • W2 & 1099 Filings
  • Direct Deposit
  • Employer & Employee Portal

Small Business Retirement Services

  • Safe Harbor 401(k)
  • Profit Sharing
  • Simple IRA
  • SEP IRA