FINANCIAL SERVICES & TOOLS

Accurate bookkeeping and accounting are essential to understanding where you or your business stand financially.  How do you know if your business is profitable without an accurate financial system? 

 

We can help by taking on the accounting & bookkeeping function of your business that will, in turn, allow us to provide you with keen financial analysis to help you increase PROFITS!

Business Finances

  • Bookkeeping

  • Payroll

  • Invoicing/Payments

  • Accounting

  • ​​Cashflow Management

  • Budgeting & Forecasting

Personal Finances

  • Personal Budgets

  • Cashflow Management

  • Debt Reduction Plans

  • Financial Planning

  • Financial Education

  • Tax Planning & Preparation

Taxes

We know the stress that tax filing and preparation bring to business owners and individuals.  Let us help ease your mind knowing that your financial statements are in expert hands. Our goal is to help protect your business, save you time, and most importantly, put money back in your pocket.

We offer personalized and attentive service and are dedicated to client satisfaction to work with you to maximize your returns.

Services include:

  • Tax Preparation

    • Quarterly Estimate filings - Individuals, including sole proprietors, partners, and S-Corporation shareholders, generally have to make estimated tax payments if they expect to owe tax of $1,000 or more when their return is filed.

    • Annual Tax Filing – Annual tax filing for Individuals, including sole proprietors, partners, and S-Corporations.

  • Tax Planning

    • We will work to help you successfully and legally reduce your tax liability by proactively recommending strategies to maximize your after-tax income.

Quickbooks

Our firm utilizes QuickBooks online to manage our client's books. QuickBooks Online is an accounting system for small and mid-sized businesses, with versions for both PCs and Macs.

QuickBooks is a full accounting system that allows invoicing clients, tracking inventory, paying bills, timekeeping/billable expenses to customers, asset management, and more. Our team will complete the company setup - then work with you to establish a customized solution for your business.

We will assist you in setting up daily, weekly and monthly procedures, depending on the complexity of your business. After your books are established, we will train you to use QuickBooks efficiently and effectively to manage your business and accumulate all the data necessary to complete your tax return each year. Our process will help you have peace of mind and confidence in your business's financial situation.