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MONTHLY & QUARTERLY BOOKKEEPING SERVICES

Detailed record-keeping is a staple of every successful business. We offer bookkeeping services that are tailored to your specific needs.

Let us be your external accounting department, and experience relief from never-ending bookkeeping tasks.

We will help organize and keep your books up-to-date and provide you with financial statements on a monthly or quarterly basis as you need.

Our Bookkeeping Services are usually fixed-fee arrangements that may include, but are not limited to:
  • Bank, Loan and Credit Reconciliations
  • Financial Statement Preparation
  • Cash Flow Reports
  • General Ledger Maintenance
  • Account Receivable
  • Account Payable
  • Identify Potential Issues Before They Arise
  • Customized Bookkeeping Processes
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COMPLETE PAYROLL SERVICES

Our services simplify the payroll process, from time entry and check processing to tax payment and filing. We're not set in our ways; we believe it is most important to structure how we process your payroll to best fit you and your business, not ours.

With our Payroll Services, payroll processing tasks become as simple as a single phone call, fax, email or a visit to our online processing site.

Our Services are that may include, but are not limited to:
  • Directly deposit or paper payroll checks
  • E-file Payroll tax deposits
  • Prepare and file quarterly payroll tax forms
  • Complete year-end W-2’s and 1099 forms
  • Answer payroll service related questions
  • After-the-Fact Payroll
  • Calculate special deductions such as wage garnishments, savings, and health deductions
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SALES TAX AND REGULATORY COMPLIANCE

Sales Tax and Regulatory Compliance with State, Local, and Federal financial regulations is extremely important to every business. Our team wil work with you on a regular basis to ensure that your business activities, records and processes are fully in compliance with all applicable regulations.

Benefits of Comprehensive Sales Tax Compliance Services:
  • Support client through any state or local sales tax audits
  • Review monthly filings and correct errors
  • Avoid hefty penalties for missed filling deadlines
  • Stay abreast of current nexus thresholds and standards
  • Meet multi state filling requirements with ease and confidence
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FINANCIAL CONSULTING SERVICES

Financial consulting services are designed to provide you with expert analysis and advice regarding your company's strategic decisions. As you consider exploring business opportunities, investments, and partnerships, it is important to understand the short, medium, and long-term ramifications of your decisions.

  • Strategic Planning
  • Cash Flow Management
  • Cost Accounting and Spending Analysis
  • Modernize practice and new technology integration
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TAX PREPARATION

Tax Preparation can be extremely complex. Accurate tax return preparation that capitalizes on provisions of current tax laws to minimize taxes on your personal and business income by by taking available deductions, credits, and exemptions.

For Businesses:
  • Preparation of all federal, state and local tax returns for all business structures:
    • Corporations
    • S Corporations
    • Partnerships
    • LLC’s
    • Sole Proprietorships
    • Nonprofit Organizations
  • Entity selection tax considerations
  • Analysis of tax consequences of specific transactions
  • Planning and assistance with pension, profit sharing and other employee benefit plans
  • Foreign tax planning and human capital services
  • Multi-state planning
  • Representation before federal and state taxing authorities
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COMPILATION SERVICES

Compilation Services provides presentation of financial numbers. Compiled financial statements allow for comparison of financial information from year to year to detect trends and for strategic planning purposes.

A compilation is sufficient for many private companies. Banks often require compilations from an independent CPA as part of their lending covenants. SBA requires 8(a) companies with revenue less than $2 million to have financial statements compiled in-house or by CPA. Investors and even owners should consider the benefits of an outside party with the qualifications and certifications to provide high quality financial statements.

Our service is usually fix priced depending on Companies' size and complexity of the engagement. Please contact us for a free consultation and quote.
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*Disclaimer:

A compilation is preparing the financial statements of an entity based on information provided by the entity’s management. Those statements may be in conformity with generally accepted accounting principles (GAAP), cash basis, or the income tax basis of accounting. It is not an audit and it is not a review. The data is arranged in the proper format. Therefore, we present information that is the “representation of management” and express no opinion or assurance on the statements.
Compilations don’t require inquiries of management or analytical procedures. Instead, we rely on our knowledge of accounting principles and a general understanding of your business. With that being said, we will still take a common sense look at the data and decide whether it contains errors or is incomplete and needs adjustments.

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BUSINESS FORMATION SERVICE

Selecting the right entity is critical before forming a new business. Our partners have been advising new businesses on entity selection and new business formation for decades.

As business owners ourselves, we know that keeping costs in line at start-up is crucial. In support of new entrepreneurs, we make it a point to provide formation services at fees you’ll find favorable. We help our clients with the set-up process, saving you time and money.

Our incorporation and LLC formation services are available in all 50 states.
  • Corporation
  • Personal Service Corporation
  • S Corporation
  • Partnership
  • Limited Liability Company
  • Limited Liability Partnership
  • Trust
  • Non Profit