Services
Business Advisory Services
Success is great, but sustainable success is even greater. We believe that the key to sustainable success can be achieved through structure, systems, and strategies. We focus on helping business owners get organized, more efficient, and more strategic in the way they manage their businesses. Our team is future focused, optimizing your business’s past and present to launch you into a sustained season of success. From financial and tax compliance services to accounting system cleanup and optimization to tax efficiency strategies that coordinate the business with the individual, our client’s success is our greatest focus.
Bookkeeping/Write-Up
If your business does not currently have accounting staff or if your business is outgrowing its current bookkeeping system, we can provide comprehensive bookkeeping and write-up services to ensure the smooth operation of the financial side of your business. As your business needs grow and change, we can provide input and planning assistance to make sure your accounting and financial systems keep pace with your business needs.
Financial Statement Preparation, Compilations and Reviews
Our financial statement preparation capabilities are a core part of our services. We tailor each process to the unique needs of your business. We deliver financial statements and reports that are clear, concise, and acceptable to all outside parties and that can provide information and insight to help run your business more effectively. We will work closely with you and your key employees to develop and execute a plan to complete this work by minimizing time spent on the process without disrupting operations.
QuickBooks/QuickBooks Online
Whether you are just getting started with QuickBooks or have been using it for some time, we can help you get the most out of your QuickBooks accounting software. We can show you tips and tricks that will save you time, clean up your data file, and provide ongoing support as needed. We can create templates to help your business run smoothly and design professional invoices that facilitate prompt payment for your services. And at tax time, you will only need to provide minimal input because QuickBooks keeps up all year, tracking sales and expenses so that your records are always organized.
Payroll Services
Constantly changing federal, state and local laws and tax regulations make payroll management an ongoing challenge for business owners. Our payroll services professionals are well versed in these laws and regulations. We can proactively alert you to material changes that will affect your business and your employees while also keeping payroll running smoothly no matter how large your business and your employee population become.
Sales Tax Services
State and local authorities are looking to maximize sales tax collections. We can help you understand and manage your sales tax obligations and prepare sales tax returns in an efficient and timely manner.
Tax Preparation & Planning
Effective tax preparation and planning can help minimize your future tax liability. We can help you proactively manage both your personal and business tax issues, including understanding how upcoming business opportunities impact your tax status and vice versa. Not all tax planning opportunities are readily apparent and vary depending on a myriad of variables. From the inception of your business to your retirement or sale of your business, we can help you identify and implement goal-based tax and financial strategies that minimize your taxes and maximize your rate of return on your business.
IRS Representation
An IRS audit can be an intimidating and complex process. If you or your business face an IRS audit, we can bring to bear years of experience in dealing with tax matters and IRS audit procedures to ensure that you are properly represented when dealing with the IRS and other tax authorities.