SERVICES

How can we help you.

BOOKKEEPING & REPORTING

Saving You Money

Gain peace of mind with expert support. Our seasoned professionals bring decades of experience to manage your bookkeeping with accuracy, insight, and care—all at a price that fits your budget. Let us handle the numbers so you can focus on growing your business.

This includes:

Establishing and managing a reliable bookkeeping system
Entering all transactions from business bank and credit card accounts
Reconciling business bank and credit card statements
Generating monthly financial reports

VIRTUAL CONTROLLER

Enabling growth

What’s Included in Our Monthly Bookkeeping Package:

Comprehensive Bookkeeping Services – All essential bookkeeping is handled for you, accurately and consistently each month.
Customized Financial Statements – Get tailored reports that include annual budgeting, cash flow projections, and side-by-side comparisons to track your progress.
Monthly Strategy Meetings – Sit down with us each month to review your numbers, gain insights, and plan ahead with confidence.
Quarterly Tax Planning – Stay ahead of tax season with proactive planning and estimated tax payment vouchers—no surprises.
Annual Tax Filings – We take care of both your personal and business tax returns, ensuring compliance and accuracy.
Form 1099 Filings – Hassle-free preparation and filing of annual 1099s for your contractors.

Everything you need, all in one powerful package—designed to keep your finances organized and your business thriving.

OUTSOURCED CFO SERVICES

Planning growth

Managing financial accounts
Bank reconciliations and assistance in executing financial transactions
Bill payment (reviewing and paying household bills, budgeting and record keeping)
Prepare and review financial statements
Specialized tax preparation for aging clients

Services: Services

TAX SERVICES

Tax return preparation & Strategy

Individual Tax Returns
Partnerships and & Corporate Tax Returns
Non Profits
Multi- State Filings
Quarterly tax planning with estimated tax payment vouchers
Assistance with resolving past tax filing issues and responding to tax notices