Business Services

Specializing in small to mid-size business financial and accounting needs.

Bookkeeping/Write-Up

• Monthly or quarterly recording and tracking of business transactions to the company general ledger.
• Reconciliation of cash, credit card, payable and receivable accounts.
• We offer Virtual Bookkeeping through on-line remote access. Financial Statement and Management Report Preparation.

Financial Statement and Management Report Preparation

• Assemble Balance Sheet, Profit & Loss, Statement of Cash Flows to assist the business owner with assessing a company’s equity, profitability and ability to meet immediate expenses.
• Management Reports will provide the business owner knowledge to successfully manage, build and plan for the future. Financial statements will let the business owner know how far the company has come and where it currently is. Important knowledge when faced with situations of capital financing, expansion or succession planning.
• Preparing cash management procedures, profit margin analysis, cash flow projections, vendor analysis and other reports to assist the business owner’s decision making process in times of company sustaining, contracting or growing operations.

Tax Preparation

• Preparation of all business tax returns for S-Corporations, C-Corporations, LLCs and Partnerships.
• Calculation and tracking of shareholder basis.
• Calculation of quarterly estimated tax payment.
• Preparation and/or assistance with payroll and state sales tax returns.

Tax Planning

• Helping clients get a handle early in the year on ways to reduce taxable business income by incorporation smart strategies. Using tactical approaches such as income deferral, retirement plan funding, inventory write-offs to name a few.

QuickBooks Training

• We are Certified QuickBooks ProAdvisors® who will provide full Quickbooks® financial software training. This service includes on site training of your accounting staff on how to use this all-inclusive accounting software, that allows general ledger maintenance, charting of accounts, accounts receivable, accounts payable, inventory and financial reporting of business transactions.

Fringe Benefit Packages

• An integral part of tax planning and employee retention, retirement plans and group insurance are cornerstone elements of a business’ success. We can help you find the right mix of benefits based on your company’s needs and available dollars.

Consulting Services

• Business formation set-up.
• Business plan assistance to help you obtain financing and capital.
• Establishment of accounting and financial operations and procedures.
• Establish and/or review business processes for operational efficiency.
• Business valuations and succession planning. The time to start thinking about selling your business begins in the start-up stage and throughout the life cycle of your business. If the business is your retirement nest egg, consider every major decision and how it will add value to your company's exit plan. The process of building company value to prospective buyers should begin at the start-up stage of the company. At the very least, plan on spending a year or two on strengthening the business.

To learn more on how we can help you make your business more effective, efficient and in regulatory compliance, call 407-654-2354 today.