We assist with processing, recording, and reporting on all the financial transactions of your business. This enables you to focus on what matters most, make decisions in real time, and prevents you from scrambling after year-end to clean everything up.

This will include some or all of the following depending on your needs…

• Keeping track of all the financial transactions of your business.

• Providing timely and accurate reports so you can make strategic business decisions in real time.

• Payroll – Setting up and running payroll. Assistance with onboarding new employees. Filing payroll tax reports.

• Accounts Receivable – Assistance with preparing, sending out invoices, and receiving payment.

• Accounts Payable – Assistance with paying bills and making transfers.

• Sales Tax – Filing sales tax returns and remitting the sales tax collected to the proper state authorities.

We provide detailed analysis and additional reporting to help you interpret the numbers, set goals, develop a plan, and consult with you on strategies to run your business more efficiently.

This will include some or all of the following depending on your needs…

• Profit & Loss Forecasting

• Budgeting

• Cash Flow Forecasting

• Financial Modeling

• Variance Analysis

• Key Performance Indicators (KPI’s)

• Strategic Planning

• Other Services As Needed

Being proactive is crucial when it comes to reducing taxes. Waiting until April of the following year severely limits your options, which often results in paying thousands of dollars in additional taxes that otherwise could’ve been avoided.

We work with you proactively throughout the year to identify and implement strategies that minimize your tax liability. Don’t worry, it’s all legal! Our goal is for you to pay as little in taxes as legally possible.

In addition, we assist with running projections and calculating estimated tax payments on a quarterly basis, to ensure you’re not over or underpaying.

This will help you avoid tax surprises and prevent you from paying any interest or underpayment penalties.

If we’re not also preparing your taxes, we will collaborate with your tax preparer to identify and implement these strategies, so everyone is always on the same page.

Tax preparation is an overwhelming, stressful, and time-consuming process for many people, especially business owners.

Not only that, but it can also have serious financial (and sometimes legal) consequences if not done correctly.

Tax laws are always changing, and although software can limit a lot of the manual data entry and number crunching, it’s hard to know if everything is being done correctly if you don’t understand the process that’s happening behind the scenes.

We work with you to make tax season stress and hassle free, by offering a streamlined process that minimizes your involvement as much as possible.

You provide us with the documents and information, we’ll handle the rest.

Once your return is prepared, we’ll send you a draft copy and review it at a high-level before filing.

Refunds can be direct deposited into your bank account or applied to the current year, and we assist with making any additional payments if required. 

We offer tax preparation services for both individuals and business owners.

Process – Prior to beginning any work, we'll have an initial meeting with you to gather the facts and information necessary to prepare your return. Upon completion of this initial meeting, we'll provide you with an estimated fee and anticipated date by which we expect to finish your return. The initial diligence meeting is no cost and you'll be under no obligation to use our services.

Fees – Our fees start at $400 for individuals and $800 for businesses. This includes completing and filing your federal return and one state return. Our final fee is based on the complexity of your return and the number of returns you need filed. Examples of common items which increase the complexity and fee include:

• Additional state returns

• Rental property ownership

• Business ownership

• Real estate transactions

• High volume of capital gain or loss transactions

• Partnership or Trust interests

• Ownership of foreign assets or bank accounts

• Errors in your previous return(s)

Clean-Up – Are your books a mess? We’ll help clean them up and get you back on track. This may include some or all of the following:

• Adjusting your Chart of Account

• Fixing your bank & credit card feeds.

• Undeposited funds

• Equity accounts

• Apps

• Reconciliation issues

• Comingling personal & business expenses

Set-Up – We’ll help you identify the appropriate QuickBooks subscription, set up your chart of accounts, connect your bank & credit card accounts, and enable any other features you need to run your business.

Training – We’ll walk you through the basics of how to use QuickBooks online. After that, you can decide if it makes sense to handle the bookkeeping yourself or consider outsourcing.