
Services
Bookkeeping
If you need help maintaining your accounting records on a consistent basis & would like to know your business' financial position, we can provide income & expense tracking, bank & credit card reconciliations & basic financial statements.​
(This service is usually for start-up & small businesses with gross revenues of less than $250,000 per year).
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Full-Service Accounting
In addition to monthly bookkeeping services, we can provide detailed financial reporting, asset tracking, HR payroll management, bill-pay, budgeting, tax planning, policies, procedures, & systems implementation & "quick-questions" consulting services.
(This services is usually for small to mid-sized businesses with gross revenues exceeding $250,000 per year).
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Fractional CFO-Level Advisory
If your business generates gross revenue in excess of $1 million per year & you are looking for a financial partner/CFO to help grow & scale your business, we can provide fractional CFO-level services to help achieve these goals.
​Tax Filings
(Payroll, Sales, Income & Estimated Tax)
If you need assistance with calculating & filing your payroll, sales, income and/or estimated quarterly tax, we can assist to make sure you are in compliance.
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LLC Formation
As of 1/1/2024, due to the new law regarding the BOI (Beneficial Ownership Information) reporting requirement, we no longer offer LLC formation services.
Click here to find out more information about BOI reporting.
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General Business Consulting & Other Specialized Services
If the service(s) you are looking for is not listed above, please let us know. We may be able to assist or refer you to another professional who can assist.