Our Services
Bookkeeping Services
Accurate bookkeeping is essential to your company’s long-term viability.
We serve a variety of industries and clients from self-employed business owners to small and medium-sized businesses.
With this cost-effective approach of digital bookkeeping, you will get one-on-one personalized service and services tailored to your specific needs.
Bookkeeping Services Include
- Recording and Classifying transactions
- Bank Reconciliations (Checking; Savings; Credit Card)
- Accounts Payable (Entry, Bill Paying)
-
Accounts Receivable (Entry, Invoicing, Deposits)
- Monthly analyses of Income Statement; Balance Sheet and Statement of Cash Flows
- Year-end financials for Tax purposes
Additional Available services
- Historical Clean-Up/ Catch-Up (for business owners who are behind with their bookkeeping, have book balances that do not match their bank balances, or transactions that have been categorized incorrectly)
- Budgeting
- Quickbooks Online Setup and Training
Tax Services for individuals and businesses
Tax Season is just around the corner. Our goal is to maximize the credits you are entitled to take and minimize your tax liability. We will evaluate your tax situation and guide you through any tax challenges that develop.
Individual and Business Tax Services include
- Preparing accurate Federal and State tax returns that are filed on time
- Calculating estimated taxes for Self-Employed small business owners
- Developing tax planning strategies that reflect individual financial goals
- Electronic filing and direct deposit for a faster refund
- Filing extensions and calculating estimated tax to avoid interest and penalties
Books and Tax Services
(Bundle Service)
As a business owner you are busy developing new product or services and making sure your business run smoothly.
You probably do not have the time to daily reconcile your bank account or generate reports to manage your cash flows, nor read the latest tax laws to find out which tax breaks you can take advantage of.
Missing a tax deadline can impose many penalties and interest.
Let us do ALL the bookkeeping and tax work for you, so that you can focus on your business.
By choosing our bundle service you will be worry free as we will do all the Bookkeeping required and we will file your returns and other required forms.
Financial Controller Service
Going beyond bookkeeping, our Financial Controller Services will take care of all the accounting functions and implement policies and procedures that will provide accurate financials. This service include Bookkeeping packet PLUS advanced services.
- Recording and Classifying transactions
- Bank Reconciliations (Checking; Savings; Credit Card)
- Accounts Payable (Entry, Bill Paying)
-
Accounts Receivable (Entry, Invoicing, Deposits)
- Monthly analyses of Income Statement; Balance Sheet and Statement of Cash Flows
- Year-end financials for Tax purposes
PLUS
- Budgeting
- Quickbooks Online training
- Vendor Analysis
- Class Tracking
- Other customized reporting
- Assistance with complex accounting issues
