Small Business Accounting &
Depending upon the size and financial sophistication of your organization, outsourcing bookkeeping and CFO services could save you time and money. Effective accounting practices are an integral part of your business. Our firm has the experience and knowledge to assist you in gaining better financial control and confidence. Our flexible outsourcing structure allows you to harness the experience and technical expertise of our staff on a full-time or part-time basis without having to take on the costs of a full-time hire. We provide solutions to improving processes, utilizing technology and ensuring compliance. We have a team of Certified Public Accountants and Certified QuickBooks ProAdvisors to assist with any number of your business needs.
These tasks form the solid foundation of your small business accounting system. You can customize the package of services you receive by adding payroll, tax planning, tax preparation, or any of our other services. We are always available to spend time with you so you fully understand how to interpret and utilize the financial information we provide.
Our Business Services Include:
- Small Business Accounting, Tax and Financial Reporting Services:
- Financial Statement Preparation and Analysis
- General Ledger Services and Analysis
- Monthly Bank Reconciliations
- Additional Services:
- Invoicing/Billing and Tracking of Open Receivables
- Application of Cash Receipts
- Bill Entry and Payment of Accounts Payable
- Budgeting and Analysis
- Customized Reporting
- Preparation of Amortization and Fixed Asset Depreciation Schedules
- Preparation of Forms 1099, 1096, W-2’s, etc.
- Sales and Use Tax Return Preparation and Compliance
- Representation of Sales Tax Notices and Audits
- Development and Implementation of Policies and Procedures
- Payroll Services:
- Preparation of Payroll and Direct Deposits
- Quarterly Tax Reports and Tax Liability Deposits
- Preparation of W-2’s and Year-End Reporting
- Household Employee Wage Reporting
- Federal and State Ethics Report Filing
- Payroll Tax Compliance
- Representation on Payroll Tax Notices
- Accounting Software Support:
- Accounting Software Purchase
- Software Implementation, Training, Conversions, and Upgrades
- QuickBooks Consulting Services
- Individual or Group Training
- Customized Internal Reporting
For Every Financial Need
How We Can Help
From planning to preparing and filing, we assist every step of the way. We ensure that our clients are compliant with all IRS regulations.
Depending upon the size and financial sophistication of your organization, outsourcing your business accounting services will save you time and money.
Audit & Assurance Services
We assist with assurance and reporting requirements placed upon many entities such as nonprofits, government agencies, and other organizations.
We help insure a bright and secure future for our clients and their families through Financial & Retirement Planning as well as Estate & Trust Planning.