Services Provided

Bookkeeping

Depending on your unique needs we can offer a range of bookkeeping services from: 

  • Historical Clean-up

  • Data entry

  • Account reconciliations

  • Invoicing & payments

  • Accounts Receivable

  • Accounts Payable

Budgeting

Budgets can help your business or segments within your business stay accountable for the expenses they incur. Budgets are a great tool for keeping your expenses in check which helps lead to high profit margins.

Cash Flow Forecasting

Cash is King! Knowing when cash is coming in and going out of your business enables you to plan expenses or improvements. Take the stress out of trying to interpret your bank account, A/R aging reports and sales patterns and start using a forecast today.

Electronic Invoice Resolution

Do you sell your products or services to a company that requires your invoices to be submitted electronically? Do you have problems getting the invoices submitted, processed or paid? Are the invoices being adjusted or short paid? We can help!

Financial Analysis

Financial trends can provide you valuable insights into the revenues or expenses of your business or allow you to determine the profitability of different segments within your business.

Payroll

We help alleviate the stress of managing payroll and reporting tasks: 

  • Payroll processing 

  • Payroll reporting 

  • Contractor vs. Employee review

  • New hire reporting and documentation

Profit Strategist

Does your business have debt? Are your profit margins low, even if you have high gross revenue? If you are ready to change and start earning the Profits you dreamed about when you started your business schedule a free discovery call to get started today!

QuickBooks setup

Get your QuickBooks setup correctly from the start and avoid timely and costly corrections later on. We can help whether your a start-up business or an existing business who is migrating to QuickBooks. Want 50% off your QuickBooks subscripton for the life of your subscription? Every new Quickbooks Online account that we setup for your qualifies for the 50% lifetime discount!!

Taxes

  • Business tax preparation

  • Individual tax preparation

  • Tax planning