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