If your business does not currently have a bookkeeping staff or if your business is outgrowing its current bookkeeping system, we can provide comprehensive bookkeeping 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 financial systems keep pace with your business needs.
As a business owner, you can utilize your valuable time running your business and generating profits. We will take care of your books and we’ll provide the following services for you:
- Reconcile your bank account
- Generate income statement and balance sheet
- Clean up general ledger
- Manage accounts receivable and accounts payable
- Provide unlimited consultations
We can provide an accurate bookkeeping system that form a solid foundation for your business, and customize the package of services by adding payroll, tax planning, tax preparation, or any of our other personal and professional services.
As a business partner, we are available to provide assistance for you to deal with any business problem or opportunity. We stand ready to engage in business consulting projects to help you make the right decisions for the future of your business. Whether you face questions related to expanding, selling, or restructuring your business, we have the necessary business acumen and analytical capabilities to help you make the right decisions.
New Business Formation
If you are thinking about owning your own business, we will prepare and file for all required state and local licenses and permits, file an application for Federal Employer Identification Number (EIN), prepare an initial business plan, determine your start-up capital needs, select an advantageous business structure, select the right accounting method, and offer QuickBooks Online for your bookkeeping and reporting. Please contact us to learn more about our New Business Formation Services.
Business Entity Selection
The business entity that you select for your business has enormous financial and tax implications. It is important that you make the right decision, and we can explain available entity options for your business – its benefits and disadvantages. As your business continue to grow and change, you need to reevaluate the type of your business entity.
Estate & Trust Tax Preparation
Estate matters affect everyone. By taking proactive steps today, you can ease the way for your heirs during a very difficult time. We can work with your legal counsel to help you to structure your estate and trusts to minimize taxes and ensure the smooth transition to your heirs. We are available to handle all estate and trust tax-related matters.
A business need to undertake strong financial planning and analysis. Financial planning and analysis can show Strength, Weakness, Opportunities and Threats the business is facing. This opens new opportunities to improve management, planning, and decision making. We are ready to provide this type of financial analysis to support the continued prosperity of your business.
Financial statements are an important tool for management decision making. Financial statements also represent your business to lenders, partners, potential buyers and other interested parties. We will work closely with your key personnel to develop and finalize accurate and timely financial statements.
An IRS audit can be an intimidating and complex process. If your business faces an IRS audit, we can use our knowledge of tax law and 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.
Constantly changing federal, state and local laws and tax regulations make payroll management an ongoing challenge for business owners. We can provide a custom payroll plan to meet your business needs.
Sales Tax Services
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 you to minimize your future tax liability. We can help you proactively manage both your personal and your business tax issues, including understanding how upcoming business opportunities impact your tax status and vice versa. By having us on your team, you are more likely to benefit from those opportunities. We understand how the latest federal, state and local tax legislation and other developments affect you and your business and we are constantly identifying new ways to reduce federal, state or local tax liabilities.
QuickBooks Online Services
QuickBooks is an ideal accounting software for small to mid-sized business owners. We offer QuickBooks Setup, QuickBooks Training, QuickBooks Conversions, and manage your books on QuickBooks Online.
We can help you prepare your initial start-up documentation, including incorporation, federal employee identification number (EIN), and payroll setup with federal and state agencies. We can setup and maintain your non-profit organization’s tax-exempt status by handling all the IRS reporting for you. Each year the IRS requires most tax-exempt organizations to submit the Form 990, we can prepare and file Form 990 for you.