Accounts Payable

Our Accounts Payable services can be full service or customized to meet the needs of your business. Those services can include entering invoices, reconciling statements, cutting checks, managing cash flow, producing monthly payable reports, or even corresponding with your vendors.


Accounts Receivable

Our Accounts Receivable services are designed to fit the needs of each company. They can include creating and invoicing customers/clients, processing incoming payments, posting payments to accounts, verifying discrepancies and resolving client issues, and facilitate the collection of payments by sending bill reminders and contacting your clients.


Bookkeeping

Bookkeeping by definition is the activity of keeping records of the financial affairs of a business. We can help with that by keeping up to date all bank accounts and credit cards through reconciliation and organization of expenses. We also prepare the general ledger, so that we or your accountant can prepare your financial statements.


Financial Statements

We can help your company prepare and maintain a set of financial statements to help manage your company and its expenses or to provide to your bank for financing opportunities.


Business Planning

 

Our business planning services can help you with setting up your business structure, making and implementing business strategies, and help design accounting policies and procedures to make your business a success.


Business formation assistance can help you decide what type of entity your business should be and the proper paperwork to set it up with correct governing entities and taxing authorities.

Business Formation


Tax Strategies can be developed and implemented within your personal finances and your business finances to help maximize profits and minimize tax liabilities.

Tax Strategies


QuickBooks set up and consulting

 

We can set up your QuickBooks accounting software from the ground up to meet the needs of your business. There are a variety of methods and manners in setting up your QuickBooks, let us help you get started the right way and be available for future questions and consulting.


Payroll

 

 

We offer full service payroll for your company of one to your employee listing of hundreds. We can take care of all the paperwork and tax filings to keep you ACA and IRS compliant. We partner with Advantage Payroll for all your payroll processing needs.


 Financial projections and forecasts

We can help your company develop budgets and forecasts to help with your business planning and expansions. We can help you review those reports to understand them and utilize them in your business decisions.


Notary

Notary services are available for your documents. We can also help with creating your Power of Attorney forms.


Personal and Business tax returns

 

We prepare and file both Personal and Business tax returns, implementing more than just a “pump and dump” mentality. We want to get to know our clients and their businesses so that we can prepare a return that utilizes all tax strategies, deductions, and exemptions that are available for the benefit of individuals and businesses.