Client Services
Bookkeeping
Consulting & Planning
Filings & Audits
Fine tune & maintain your books with reports tailored to your business needs.
- Check Runs/Bill Management
- Invoicing Customers/Collections
- Payroll Management
- Bank & Credit Card Reconciliation
- Job Costing
- Inventory Tracking
- Balance Sheet Reconciliation
- Personalized Financial Reports
- Household Bookkeeping
- Set Up & Clean Up Books
- Accrual or Cash Basis
- Fiscal or Calendar Year Reporting
Filings & Audits
Consulting & Planning
Filings & Audits
Easily track licenses & permits. At year end, we'll send reports to your tax accountant.
- Sales Tax Filing
- Secretary of State Filing
- Year End prep (W2, 1099, etc)
- Personal & Real Property Taxes
- Tips Filing
- License & Permit Maintenance
- Insurance Maintenance
- Audits (e.g. Workers Comp, FDD, Gen Liability, Sales Tax)
Consulting & Planning
Consulting & Planning
Consulting & Planning
Develop or evaluate short-term & long-term financial strategies to reach your business goals.
- Cash Flow Management
- Budgeting
- Forecasting
- Retirement Planning
- Financial Statements Analysis
- Financial Health & Opportunities Analysis
- Outsourced CFO
- IRS Representation