Where are you at in your business journey?


Entrepreneur

You have a business idea, but need help getting started. You could use some insight when it comes to creating a business entity, budgeting, bookkeeping, payroll, software selection, or financial projections.

  • Business entity selection

  • Registering with the state & IRS

  • Permits & Licensing

  • Bookkeeping

  • Payroll

  • Software selection

  • Budgeting & Forecasting


Established Business

You kind of have it figured out and are ready to grow your business to the next level. Or, you're in a unique situation and need some insight to navigate uncharted waters.

 
  • Strategic Planning

  • Financial Projections

  • CFO Services

  • Cash management


Continuous Improvement

Business is good! Life is great! Now is NOT the time to put your feet up. There are a million ways to make your business run more efficiently, which frees up more time for you to grow. Work smarter, not harder!

  • Invoicing

  • Inventory

  • Fixed Assets

  • Accounts Receivable

  • Accounts Payable

  • Property tax return review


The Basics

Big or small, new or established, there is a short list of "necessary evils" for your business. Let us change how you feel about tax filings, bookkeeping, payroll and more - we can make these streamline and painless.

  • Individual & Business tax return preparation

  • Financial statement compilation

  • Payroll processing

  • Sales tax processing

  • Bookkeeping

  • Checkbook reconciliation

  • 1099 Filings

  • Property tax returns


IRS - Help!

Late returns, amended returns, tax or payroll notices - whatever your current headache is, let's put it behind us. We have years of experience getting clients out of sticky situations with the IRS. Even if you haven't filed a tax return in years, it's OK, we'll get you through this.

 
  • Prior year tax filings

  • Amended returns

  • Notice resolution