our services
Our Umbrella of Services
TAXES
Comprehensive tax preparation and planning services to ensure compliance and optimize financial outcomes for individuals
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BOOKKEEPING
Accurate and efficient bookkeeping to maintain financial records, manage cash flow, and support business growth.
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ENTITY SET-UP
Expert guidance in setting up business entities, ensuring legal compliance, and optimizing for tax advantages.
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ACCOUNTING
Full-service accounting solutions, including financial reporting, audits, and strategic advice to enhance business performance.
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IOLTA TRUST
Specialized management of Interest on Lawyers Trust Accounts (IOLTA) to ensure proper handling and compliance.
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TRAINING
Empower your team with personalized training sessions on QuickBooks, enabling them to manage finances confidently
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TAX & PAYROLL
Ensure compliance and maximize deductions with professional tax preparation services tailored to your personal or
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QUICKBOOKS® MANAGEMENT
QuickBooks Clean-Up Optimize your QuickBooks account by correcting errors and organizing data, ensuring accurate financial reporting
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ONE-ON-ONE TRAINING
Title worth 1000 words? We train business owners on everything accounting 🙃
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BUDGET FORECAST
Gain deeper insights into your business with customized reporting solutions that meet your specific operational
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ESTABLISH BOOKKEEPING WORKFLOW
QuickBooks Clean-Up Optimize your QuickBooks account by correcting errors and organizing data for quantitative reporting
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Employee Benefits Administration
Employee Benefits Administration Manage employee benefits programs efficiently, ensuring compliance and maximizing employee satisfaction Vendor
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RECEIVABLES AND PAYABLES
Manage your financial transactions effectively with services tailored to optimize both payables and receivables.
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Cashflow Projections & Financial Management
Gain insights into your financial future with accurate cash flow projections, helping you make informed
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Specialty Reporting
Gain deeper insights into your business with customized reporting solutions that meet your specific operational
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Bookkeeping
Bookkeeping Maintain accurate financial records with professional bookkeeping services, allowing you to focus on growing
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SALES TAX SERVICE
Sales Tax Returns & Audits Navigate the complexities of sales tax with precise preparation and
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1099 SERVICE
1099's & W2 Preparation Efficiently manage the preparation and distribution of 1099s and W2s, ensuring compliance
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ASSISTANCE ON-SITE OR OFFSITE (VIRTUAL READY)
Complete Virtual Office Setups Create a fully functional virtual workspace tailored to your business needs,
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SECURE DATA EXCHANGE
Cloud Integrations Seamlessly connect your applications and data across the cloud to improve efficiency, accessibility,
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TAX PREPARATION & TAX FILING
Comprehensive tax preparation and planning services to ensure compliance and optimize financial outcomes for individuals
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WORKER’S COMPENSATION
Human Resources Administration Ensure compliance and effective management of your workforce with comprehensive HR administration
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Flat, Hourly, Monthly, and Project Rates
Based on the scope/complexity of work, the length of the project, the amount of data that needs to be reconciled, and how the project will be accomplished. Contact me for an estimate! We offer competitive rates and flexibility in scheduling including from hourly to quarterly per project, or flat rate pricing.
Payroll is priced at a flat rate, usually 30-40% lower than outsourced paycheck processing. We set-up auto pay for taxes. We can do direct deposit. We do everything that our other competitors do, except more affordable. Complimentary consultations to evaluate.
Get back to minding your business, while we mind the rest!
Specialty services
Quickbooks & Complete Virtual/Paperless Office Set-Up
Quickbooks Clean-Up
Quickbooks Training
Forensic Bookkeeping
Personal Bookkeeping
Tax Preparation
Payroll & Payroll Taxes
Payroll Audits
Sales Tax Returns & Audits
1099’s & W2’s
Personal Tax Returns
Business Tax Returns
Property Tax
Bank Reconciliations
Merchant Service Fee Negotiation
Analysis of Business Expenses for Cost Cash Flow Projections
Cash Flow Management
Budgets
Construction Waivers and Draws
International Shipping Management
LLC Set-Up & Preparation
Open Bank Accounts, Investment Accounts & Lines of Credit
Set-Up of Online Banking
Office and/or Equipment Leasing
Business License Applications and Renewals
Charitable Contributions
Office Management
Human Resources Administration
Employee Benefits Administration
Vendor Management and Research
Liaison between Company Officers/Owners and Employees, Vendors, and Clients with Regard to Business Matters
