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OUR SERVICES

Accounting
Bookkeeping
Tax
Business Services

Accounting & Controller Services

We provide a wide range of accounting and controller services designed to bring clarity, order, and confidence to your financials. Our focus is to make sure that there is order first and then growth in the business for longevity.  

  • Cash Management: Monitoring cash flow, improving working capital, and helping ensure funds are available to meet obligations and plan ahead responsibly.
  • Financial Statement Preparation & Review: Preparing and reviewing internally prepared balance sheets, income statements, and cash flow statements to ensure accuracy and consistency month over month.
  • Budgeting & Forecasting: Developing realistic budgets and forecasts that align with your business goals and support steady, sustainable growth.
  • Inventory Management: Assisting with inventory tracking and valuation to support accurate reporting, cost control, and profitability.
  • Process Improvement & Controls: Establishing clear financial processes and internal controls to reduce errors, improve efficiency, and strengthen accountability.

Bookkeeping Services

Our experienced team of bookkeeping professionals is committed to ensuring the accuracy and reliability of your financial records, allowing you to focus on growing your business.

  • Full Charge Bookkeeping: We take care of all aspects of bookkeeping, including recording transactions, managing accounts receivable and accounts payable, reconciling bank statements, and maintaining accurate financial records. We ensure that your books are up to date and in compliance with accounting standards.
  • Monthly Review: If you currently have a bookkeeper in place and just need a review. We conduct a thorough monthly review of your financial records, ensuring that all transactions are accurately recorded and categorized. This process helps identify any discrepancies or errors that need to be addressed promptly.
  • Payroll Services: We handle payroll processing, including calculating employee wages, managing tax withholdings, generating pay stubs, and filing payroll tax returns. This helps streamline your payroll operations and ensures accurate and timely payment to your employees.
  • Accounts Payable/Receivable: We manage your accounts payable and accounts receivable processes, including invoice generation, payment processing, tracking vendor bills, and customer invoicing. This helps you maintain healthy cash flow and effectively manage your business relationships.

Tax Services

We provide reliable tax services for individuals and businesses, focused on accuracy, compliance, and careful planning, so there are no surprises at year-end. We take time to understand your situation and apply thoughtful strategies that support long-term financial health and responsible stewardship.

  • Federal and State Tax Preparation: Preparing and filing federal and state returns for individuals and businesses. With careful attention to applicable deductions, credits, and reporting requirements.
  • Tax Planning: Proactive planning throughout the year to help minimize tax exposure, support financial goals, and avoid costly surprises.
  • Sales and Use Tax Filing(Inc. Nexus): Assisting businesses with multi-state sales and use tax compliance, including nexus analysis, accurate calculations, and timely filings
  • Nonresident Tax Preparation: Accurate preparation of nonresident federal and state tax returns, ensuring proper reporting and compliance across jurisdictions.

Business Services

We work closely with business owners to provide practical guidance and dependable support. Our goal is to equip you with the tools, knowledge, and structure needed to operate efficiently and make sound decisions as your business grows.

  • Accounting Training: Customized Training for QuickBooks Online tailored to your business, helping you and your team understand financial processes, reporting, and best practices.
  • Business Coaching: One-on-one guidance focused on improving operations, strengthening leadership, and supporting informed decision-making.
  • Employee Handbooks: Assisting with the creation or update of employee handbooks that clearly outline policies, procedures, and workplace expectations.
  • Additional Business Support: Support with system cleanups, software migrations, process improvements, workshops & trainings, and other operational needs as they arise.

Add-on Services

We offer add-on services to help free up more of your time. Let us take on some of the work while you focus on growing your business.