Introduction & Preparation
A good foundation takes a little extra time up front, but it pays big dividends in the long run. That’s why it’s important for us to evaluate your business model and figure out what makes you tick
Historical Assessment
We learn about your business and get a clear picture of your finances.
Catch up | Clean Up
We take a deep dive into your books. We'll Fix things and get you up to date
QuickBooks Conversion
Coming from a spreadsheet or another platform? We will help you make the transition
Bookkeeping, Payroll, Accounting & Financial Reporting
The best bookkeepers today aren’t just well-organized. They know how to use the latest tools to automate tasks and integrate software solutions that streamline the whole process.
Bookkeeping
We’re not afraid of a little elbow grease when it comes to reconciling accounts. We will get our hand full of financial tasks that free time for you to growth your business.
- Recording of income and expenses
- Maintaining General Ledger
- Bank Reconciliation
- Credit Card Reconciliation
Payroll
Take payroll off your plate! Our dedicated service offers a seamless and stress-free experience, managing all aspects of your payroll with precision and care, best part we tailored to your business needs
- Payroll processing
- Payroll Tax Management
- Employee Onboarding and Offboarding
- Paid Time Off (PTO) Tracking
- Payroll Benefit Deductions
- Payroll Reporting and Compliance
Accounting & Financial Reporting
We work hard to deliver the kind of information that makes a difference in your decision-making process. We succeed when we bring your business to light.
- Periodic Reporting (Balance Sheet, Income Statement, Cash Flow) we got you covered.
- Financial Analysis
- Goal Setting
- Sales Tax Filling
- Customized reports and ad-hoc reporting
Budgeting & Forecasting
Our tailored budgeting and forecasting services provide the financial intelligence you need to make strategic investments and achieve your long-term vision.
Budgeting and Forecasting
We help you to create a detailed plan, outlining expected income and expenses over a specific year or period of time. Creating a roadmap to track actual operation against planned and readjusting the plan as changes happens
- Defining Financial Goal
- Gathering Historical Data
- Making Assumptions to estimate income and expenses
- Monitoring Performance and updating plan as happening
Tax Preparation
Dedicated to accurate and efficient tax preparation, we help you navigate complex regulations. Our meticulous approach and attention to detail ensure your tax return is filed correctly and in accordance with all applicable laws.