Services

 

Outsourced CFO, Consultant

Set up recurring meetings to go over the current financial position of the business, and advise on any future business endeavors/ business decisions that need to be considered for tax implications.

Accounts Payable and Accounts Receivable

Prepare and pay invoices by verifying transaction information; scheduling and preparing disbursements; obtaining authorization of payment.  Ensure organizations receive payment for services offered or goods sold to clients. This typically involves sending bill reminders and statements to clients, posting financial transaction to an accounting system and making bank deposits.

Budgeting

Provide guidance and analysis to make sure that you're spending less than you're bringing in and planning for both the short-term and long-term goals.

Forecasting

Utilize historic data to determine the direction of future trends. Use forecasting results to determine how to allocate budgets or plan for anticipated expenses. 

    Tax Planning

    We can go through a planning process where I'll look at maximizing deductions, possibly restructuring the business, and retirement to make sure you are paying the bare minimum tax this year and every year going forward.

     

    Bank Reconciliations

    Account Reconciliation service streamlines your reconciliation process, making your bookkeeping easier and more efficient.

    Payroll

    Don't risk fines, penalties, and headaches.  Attempting to do payroll on your own for your small business could put you at risk of facing IRS penalties and fines, late tax filings, and unhappy employees. Our services allow you to simply enter your employees’ basic hours and wages, and the filings, calculations, forms and other headaches are taken care of for you.

     

    Financial Statements

    Prepare general-purpose financial statements; including the balance sheet, income statement, statement of retained earnings, and statement of cash flows.  

    Miscellaneous Services

    • Credit Card Allocation
    • Sales Tax
    • Quickbooks Implementation
    • Tax Preparation and filing
    • Much, much, more!