Whether you require monthly, quarterly or annual accounting support we will work with you to ensure your financial needs are being addressed and your goals are being achieved. We offer timely financial reporting and advice, accounting software training and support and more.
- Accounting Software Setup, Training and Support
- Business Coaching
- Financial Statement Preparation
- Software integrating with your accounting software
Tax Preparation for Small Business Owners
We minimize your tax obligations by working with you throughout the year to discuss any provisions, credits and deductions that are legally available to your business. To form an appropriate plan, we will need to formulate an estimate of both your business and personal income. A solid plan for one tax bracket, may not work well in another bracket. The IRS code is complex and constantly changing, but there are opportunities to save money with a proper business tax preparation strategy in place.
The IRS code is complex and constantly changing, but there are opportunities to save money with a proper business tax preparation strategy in place.
We can handle your payroll needs so you can get back to doing what you enjoy best—running your business. Outsourcing this function is cost effective, a time saver, and proves to be worry-free. As your payroll partner, we take care of all the time-consuming administrative tasks, including check processing and printing, direct deposit, W-2 processing, and filing up-to-date quarterly and annual payroll tax filing—eliminating the need for a full-time payroll specialist. Payroll laws are constantly changing. With us on the job, you can leave those worries to us. In addition, your employees will enjoy secure online access to their pay check stub information and W-2s—saving you hours in distribution time.
We are Advanced QuickBooks ProAdvisors which means we can help you not only setup QuickBooks, but train you and provide ongoing assistance as needed.
- Install and set-up QuickBooks accounting software.
- Conduct a review of your business to identify the best version of QuickBooks to meet your accounting, bookkeeping and tax needs.
- Train you and your staff to use QuickBooks effectively.
- Review your QuickBooks file to ensure accurate records.
- Determine the accounts that should be incorporated into your QuickBooks system – inventory, accounts payable and receivable, payroll, etc.
- Develop customized templates for your financial documents, including purchase orders, invoices, and financial statements.
- Establish online downloads from your bank and other financial institutions.
- Provide ongoing support and assistance as needed.
- In addition to QuickBooks, we provide Quicken set-up, training and support.