Services
OUTSOURCED BOOKKEEPING
BENEFITS OF OUTSOURCED BOOKKEEPING:
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Increased Efficiency. We perform QuickBooks Online Setup, Training and Maintenance. With proper setup and an experienced bookkeeper, small business owners can have an accurate view of their business financial state.
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Integrated Record Keeping. We use tools that allow us to track, record and store supporting documents to financial transactions. Save paper, save trees!
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Expert Reconciliations. We reconcile all your bank, credit card and loan accounts so that you know exactly where your money went.
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Need More? We are qualified experts in accounts receivable and accounts payable tasks as well.
FRACTIONAL CFO/COO
BENEFITS OF FRACTIONAL CFO/COO SERVICES:
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Gain Insight and Clarity. We use both historical data and conversations to support you in profit analysis & maximization, budget preparation, cash flow projections.
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Expertise. We offer services in strategic business planning and developing internal controls.
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Impartiality. Having an unbiased and objective opinion while out-of-the-box thinking means consultants can focus on the goal without getting caught up in the day-to-day operations.
PERSONAL TAX PREPARATION
BENEFITS OF PERSONAL TAX PREPARATION:
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Lighten Your Tax Burden. We not only save you time, we aim to save you money! We help you to identify every deduction, credit, and strategy that will minimize your tax liability.
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Secured. We provide a secure file portal for you to upload your tax documents.
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Trusted. Our tax preparers all complete the annual filing season program requirements which recognizes the efforts of non-credentialed return preparers who aspire to a higher level of professionalism. Those who choose to participate can meet the requirements by obtaining 18 hours of continuing education, including a six hour federal tax law refresher course with test.
