Services Offered

Accounting, Tax and Financial Management Services

• Monthly bookkeeping

• Monthly financial statement review (balance sheet, income statement and statement of cash flows)

• CFO services (financial statement review, planning, budgeting and forecasting)

• Quarterly accounting support

• Payroll

• Sales, excise and payroll tax filing

• Business and personal income tax filing, including estimated taxes

• QuickBooks set up

• QuickBooks clean up

Business Advisory Services

• Entity structure selection (i.e. sole proprietor, partnership, LLC, S-Corp, corporation, etc.) 

• Financial statement analysis

• Income strategies and cash flow planning

• Independent contractor versus employee analysis

• Bank assistance including bank connectivity and business loan applications

Training

• QuickBooks training

• Excel training