Here are the services tailored to your small business’ needs:
Tax Planning and Preparation
We will prepare all your tax returns to assure that you are paying no more tax than is necessary. Throughout the year, we will monitor tax law revisions and discuss the changes that affect you. We will recommend tax saving strategies and serve as your advocate in tax matters.
Monthly Write-Up Services
At least once a month, we will visit your establishment and compute the applicable sales tax, payroll taxes, and any other taxes or fees that are due. We will discuss with you any questions that you may have and address the correspondence that you have received. We will record your checks and deposits and prepare a simple, easy-to-read profit and loss statement.
We offer two types of payroll services. We can prepare all monthly, quarterly, and annual payroll reports (including W2’s) from the payroll checks you write, or we can prepare everything, starting with the payroll checks. Again, our objective is to relieve you of this administrative burden so you can concentrate on your business.
Computer and Software Consulting
We can assist in selecting a computer and software for your company by blending our knowledge of your business with our knowledge of computers and software.
Business Problem Solving
If you are starting a business, we can help you select the proper organizational structure and secure adequate financing. We will work with you and our other advisors to solve your business problems. You will receive assistance with loan applications, pricing, credit policies, cash flows, cost controls, and your other business needs.
If you have important business documents for your property or business, our notary publics are available for you. When a notary public is present as you sign your documents, you can have someone verify the willingness and the knowledge of both parties regarding the contents of the transaction.
Whether you’re new to QuickBooks or upgrading your file, we will help customize a QuickBooks Consulting plan specifically for your business.
Our QuickBooks Certified ProAdvisors have experience working with companies in many industries with all versions of QuickBooks, including QuickBooks Online, Pro, Premier, Accountant Edition, and QuickBooks Enterprise. We help hundreds of businesses with our expert services.
If you need financial statements, we can prepare a compilation, a review, or audited statements. Even more important than the preparation of these statements is the assistance we can give you in using the statements to manage your business more efficiently and profitably.
You’ll benefit from our experience in other areas, too:
- IRS problems and resolutions
- Retirement and Estate planning
- Computer selection and use
- Business sales and acquisitions
- Projections, budgets, and goals
- Lease-buy decisions
- S corporation Elections
- Limited Liabilities Companies (LLC’s)
- Bankruptcy and debt restructuring