Services

Because the only true measure of our success is by your complete satisfaction, our skilled team of professionals is readily available to provide knowledgeable advice ensuring your financial peace of mind now and in the future. Our complete suite of services coupled with today's technology is designed to help you achieve all your financial goals.

Please consider the following and choose what best serves your individual or business needs:

BACK OFFICE ACCOUNTING SUPPORT

You Can Stay Focused on Profit Driving Activities

We’ve Got Your Bookkeeping, Payroll and Tax Needs Covered.

Let your daily accounting duties rest on the shoulders of your CPA with this all-inclusive solution. Think of us as your in-house accounting department—paying bills, balancing checkbooks, preparing payroll and payroll filings, while supplying valuable financial and tax advice throughout the year. Creating the most efficient work-flow possible, we leverage today’s technology and perform all activity securely online in real-time. Experience convenience like never before at a price that’s affordable.

• Fax, scan or email us your unpaid bills for digital processing and we return them to you for approval and payment date.
• We’ll reconcile your bank accounts monthly and provide you with accurate financial reporting so you have a clear picture of your business’s money trail.
• Payroll processing is now headache free—supply us with your payroll data and we’ll take care of the rest. We can issue checks, pay cards, and perform direct deposits. Plus, we’ll keep you in compliance by filing all payroll related taxes.
• Consider us your tax advocates, dispensing thoughtful tax advice to keep your liability to a minimum while filing your quarterly and annual business taxes.

By outsourcing all your routine accounting functions, you’re able to focus on managing and growing your business. Leave the detail work to us, your trusted advisors.

OUTSOURCED CFO

Expert Advice to Achieve Profit and Growth

Select from a full range of accounting services to ensure that you have all the information required to run your business effectively. We provide you with sound business analysis throughout the year, so you are better equipped to make informed decisions and develop a structured tax program. We can act as your internal accounting department or work closely with your own bookkeeping staff.

Consider how we can assist you:

• Provide you with timely and accurate compiled financial statements to meet your needs for independent verification of information for both internal and external reporting and decision making.
• Develop and implement accounting systems—having the right tools and maximizing their potential provides confidence and ensures reliability.
• We maximize the latest technologies to deliver our services in a productive, cost-effective manner.
• Conference with you regularly to review and interpret financial results ensuring you understand the data and how it affects your business.
• Assist with entity selection and restructuring from your company’s inception through its growth and development. We help to put you in the best tax position possible.
• Budget and cash flow analysis—proper planning will greatly increase your ability to succeed in the future and allow you to act upon opportunities long before your competition.
• Forecasts and projections—don’t be without these valuable management tools needed for short and long ranging planning. We will even develop “What If” planning scenarios to help management prepare for the unexpected.

You can rest easy knowing that your accounting records are in the hands of your trusted advisors, committed to your success.

TAX PLANNING PREPARATION

Put Our Tax Experience to Work for You

We have extensive tax preparation and advisory experience serving individuals and all types of businesses. We understand how a heavy tax burden can negatively impact your business and personal finances. This is precisely why we take a hands-on approach to proper tax planning to achieve your immediate and long-term tax goals. Our tax specialists work closely with you to make certain that you are taking full advantage of all tax saving opportunities to preserve your bottom line and personal wealth. As an added benefit, our clients have online access to their financial documents through secure portal technology. Simply login with a username and password and view your return and tax documents. 24/7 convenience— just a click away

We will:

• Pre-calculate your personal income tax liabilities before year-end to avoid unpleasant surprises.
• Offer guidance on personal and business decisions made throughout the year that will impact your annual tax liability.
• Employ tax planning strategies that will allow you to achieve your short term and long term goals.
• Analyze your information at year end for over-looked deductions.
• Handle all your tax preparation needs including income, payroll, sales, and property.
• E-file your tax return for added convenience, efficiency, and security.
• Remain up-to-date on the changing tax laws that affect you.

QUICKBOOKS CONSULTING

Have You Achieved QuickBooks Success?

Our QuickBooks Support is All the Help You’ll Ever Need!

QuickBooks is the leading accounting software for small businesses, performing at the level which most small businesses require. The question is…are you getting enough out of the software? It is reported that many businesses only use about 20% of the QuickBooks program. Our highly trained QuickBooks ProAdvisor staff is ready and available to address all your software needs from set-up to clean-up; from conversion, to training and support. We want to ensure QuickBooks is working at top speed for you!

Here is how we can assist you:

• We offer a hosted QuickBooks solution allowing for 24/7 multiple user access in real-time, secure data center, and no IT hassles for you.
• Set Up—proper installation and set-up are essential to avoiding problems down the road. Let our experts get you off to a good start.
• On Site Training—group, individual or customized.
• Analysis—we can assist experienced users by performing an assessment outlining areas of inefficiency and recommend solutions.
• Customization— we can customize features to match your company’s needs.
• Conversion to QuickBooks from another accounting system.
• Support—our QuickBooks ProAdvisor staff is always available to assist you with the software, as well as your related accounting and payroll needs.