Business Services
As a business owner, you work hard every single day. Whether it’s managing your employees, overseeing your company’s day-to-day operations, or generating new ideas, you don’t have much time left over to deal with the financial side of your business. Even if your cash flow is good, are you sure you’re maximizing your profits? Are you paying estimated taxes on time? Are you complying with federal and state payroll or sales and use tax? We can help with these questions, and more.
Small Business Accounting
When you use our team of experienced tax and accounting professionals, you get all of the benefits of hiring an experienced financial executive without the added expense. Whether we meet with you monthly, quarterly, or once a year, we help you take financial control of your business, enabling you to focus on your core business tasks and make informed decisions about your financial future.
Bookkeeping Services
Accurate bookkeeping is essential to your company’s long-term viability. Experienced, affordable, and reliable, we serve a variety of industries and clients from self-employed home-based business owners to small and medium-sized businesses with employees. When you outsource your bookkeeping services to us you get one on one personalized service and state of the art technology and payroll software.
Payroll Services
When you outsource your payroll responsibilities to us you get a dedicated payroll specialist who works with you throughout the entire payroll process. There’s no need for you to hire an in-house specialist or maintain a payroll system. We also stay on top of legislation affecting payroll compliance, so you don’t need to.
CFO Services
Businesses of all sizes benefit from hiring a Chief Financial Officer (CFO) or controller. But many small business owners worry that they can’t afford it. When you take advantage of our outsourced CFO services, you get a dedicated, experienced financial professional who helps you make the tough business decisions you need to guide your business to future success.
Forensic Accounting
If you suspect that you are a victim of fraud, we can help you find out if your suspicions are true. Our forensic accountants have a unique combination of skill, intuition, perseverance, diligence, and integrity to do what we do and to do it successfully. We’ll help you get to the bottom of complex financial matters no matter how long it takes.
Cash Flow Management
If your business is suffering because you operate in cash crisis mode more often than not, we can help. As tax and accounting professionals for small and medium-sized businesses, our expertise lies in helping business owners manage their cash flow better with the goal of increased profitability.
Business Advisory Services
By planning today, you can take steps to ensure that your estate or trust is executed as you intended. We can work with you and your attorney to understand your goals, take steps to minimize taxes, and assist in transferring assets to your heirs as you direct.
Financial Analysis
Through our financial analysis services, we can analyze your business and provide the financial data you need to support your decision making process. We can also analyze how a situation might change as circumstances evolve, allowing you to plan for how you might respond to different scenarios.
Business Advisory Services
With years of proven expertise in business planning, we make sure that business owners have the information and insights they need to remain competitive and ensure financial stability for years to come. We combine industry experience with time-tested solutions to develop a framework upon which to build your company’s success.
New Business Formation
The decision to start a new business is an exciting one, but as every experienced business owner knows, there’s more to it than developing a product and hoping it sells. The keys to a successful and profitable business are meticulous planning and a methodical approach to running your business. Failing to do this in the initial stages of business formation is often a recipe for disaster, and it’s the reason most businesses fail. We can help.
Non-Profit Organizations
As a nonprofit organization, you face unique challenges that for-profit businesses don’t, such as the annual submission of Form 990, compliance with (OMB) Circular A-133 requirements or paying taxes on unrelated business income. That’s why it pays to have a dedicated team of tax and accounting professionals that specializes in nonprofit accounting and tax compliance on your side.
Internal Controls
We have assisted many business owners in creating effective internal control systems to prevent employee fraud, ensure compliance with regulations, and make sure company policies and procedures are in place so that your business operations are effective and efficient. We work with your business to identify and document weaknesses with existing internal controls, then perform procedures to test whether the current internal controls you have in place are effective.
Tax Services
Today’s tax laws are complicated. Whether you’re preparing the return for your business or filing individual taxes, IRS compliance can be overwhelming. With so many important details to consider, it’s easy to make an error or omit something which could end up as a penalty, fine, or unwanted problem with the IRS. We serve both individuals and businesses with planning, preparation and filing needs while remaining compliant with the continuously changing tax laws and regulations.
Individual Tax Preparation
As your trusted advisors, we evaluate your individual tax situation and guide you through any tax challenges that develop. Our goal is to minimize your tax liability so that you can keep more of your hard-earned money.
Tax Preparation for Businesses
The IRS, as well as state and local governments, imposes strict deadlines for business tax obligations. Missing these tax deadlines and failing to comply with payroll and sales taxes negatively impacts your bottom line and may result in fines for non-compliance. As your trusted advisor, we make sure you stay on top of your tax obligations and avoid penalties and fees that reduce your profitability.
Tax Planning
There is more to preparing your taxes than simply filling out forms at tax time. It’s also about understanding our clients’ needs and helping them plan for a secure future. If you feel like too much of your hard-earned money goes straight to the IRS instead of your bank account, then we can help.
Estate and Trust Tax Preparation
Estate and trust tax preparation and planning are an important part of managing your financial future, especially if you have a spouse or children or own a business. As your trusted advisor, we help you develop an estate and trust plan that protects wealth and minimizes the tax burden on you and your loved ones.
Tax Relief
Millions of taxpayers receive letters or notices from the IRS every year. Most of the time there’s nothing to worry about. But sometimes there is. If you owe the IRS back taxes, we’ll use our expertise to find a fair solution to your tax problem.
QuickBooks Services
If you’ve been thinking about making the switch to a paperless accounting system, QuickBooks is an easy to use and affordable solution that allows you to manage your business more efficiently. With both desktop and online (“in the cloud”) versions, it’s easy to view transaction records and prepare custom reports that help you manage cash flow, monitor income and expenses, and make sound business decisions.
QuickBooks Setup
Although QuickBooks is designed for the layperson to understand, the initial setup and installation must be done correctly in order for future information to be accurate. Which accounting method will you use? What chart of accounts do you need for your business? How do you handle beginning balances? An expert can easily answer all of these questions and complete the initial setup and installation in a timely manner.
Tax Preparation for Businesses
Once QuickBooks is set up and working properly, we can train you or your employees to properly operate QuickBooks specifically for your business. We come to your location, we focus on your issues, and we spend time answering the questions that affect you and your business.
Questions about QuickBooks?
QuickBooks users are generally not stumped by the software, they are stumped by the accounting information necessary to complete the transactions. Employees in your accounting department will find comfort in knowing an expert in QuickBooks is only an email or phone call away, preventing many wasted hours of aggravation.
Tune-Up for QuickBooks
Whether you need to prepare for tax time, a financial review or you just need to clean up some problem areas, you’ll be prepared with a Tune-up for QuickBooks. In just four hours, a QuickBooks Professional Advisor will help you clean up and organize your bookkeeping system.
