Bookkeeping
Compliance
Advisory
Traditional Bookkeeping Processes (Reviewing Transactions and Reconciling Accounts) ・Accounts Receivable and Payable Oversight ・ 501(c)3 Fund Accounting ・Preparation of Financial Statements (excludes audits)
Payroll Review ・Contractor Payment Review・1099 Filing・Sales Tax Review ・Property Tax Submission・ Business Licenses ・ Annual Renewals・ Payroll System Setup ・ Employee Onboarding & Offboarding
Business Consulting ・Financial Coaching ・ Operational Efficiency Review ・ Financial Health Reports ・ Budgets & Forecasts ・ Profitability Analysis ・ Product Margin Study ・ Business Strategy & Execution Plans・ Bank Loan & Investor Funding
Additional Support
Tax Preparation + Planning
Since we retain CPAs on staff, we are able to provide the following services: Individual Tax Returns (e.g. Form 1040) ・ Business Tax Returns (e.g. Form 1120C, 1120S, Form 1065, Form 990) ・ Quarterly Estimated Payments ・ Tax Elections and Management (e.g. S-Corp Elections and Accountable Plans) ・ Tax Planning Analysis
System Design + Implementation
We can help you with optimizing and streamlining business systems to optimize daily functions. Services Include: Online Accounting System Setup・ Data Migration ・ Customer Relationship Management (CRM) Setup・ Invoice System Setup・ Proposal and Contract System Setup ・ Appointment Scheduling System Setup
Financial Planning Services - Though we do not provide traditional certified financial planning services in house, we do partner with several financial advisors to help with the following services for small business owners: personal cash flow planning, trust & estate planning, retirement planning, risk management, bank & lending, investment management, and succession planning. We will refer these resources to you on an as-requested basis. Outside of these traditional services, we do offer financial coaching services on a limited basis.