Business Advisory Services and More:
The services we provide are all performed with the goal of becoming a trusted business adviser to your small business. Whether it is general bookkeeping or developing a comprehensive financial plan to grow a business, the approach is the same; top level client service and creative solutions to meet each businesses specific needs.
Outsourced CFO/Controller:
- Financial statement preparation
- Monthly management analytics
- Month End Close
- Cash flow forecasting
- Business plan development
- Internal control evaluation and development
- Budgeting and Forecasting
- Accounting procedure analysis
Bookkeeping Consulting Services:
- Monthly bank reconciliations
- Monthly review of activity/bookkeeping
- Monthly management reports
- Fixed asset management and depreciation reports
- Inventory management
- General bookkeeping
Tax Services:
- Individual tax returns
- Partnership, S-Corp, C-Corp returns
- State tax returns
- 1099 filings
- W-2 Filings
