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OUR SERVICES

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ACCOUNTING SERVICES

We tailor bookkeeping and accounting services to meet your specific needs, including options for weekly, bi-weekly, monthly, quarterly, or annual support. Our offerings cover accounts payable and receivable, bill payments, invoicing, bank and credit card reconciliation, year-end reporting, tax preparation, tax reporting, management reporting, and any additional services required by clients.

PAYROLL SERVICES

Our payroll solutions are flexible, with the option to run payroll as frequently as needed. We provide direct deposit, online access to pay stubs and tax forms, and handle all necessary returns to ensure a hassle-free experience for you.

ADVISORY SERVICES

We go beyond the numbers to provide guidance that helps you make confident, informed decisions for your business or organization. These services are designed to give you the financial clarity and support you need to grow, plan ahead, and stay on track.

Services include:

  • Budgeting & Cash Flow Planning
    Understand where your money is going and create a proactive plan to manage it effectively.

  • Financial Analysis & Strategic Planning
    Gain insights into your performance and receive guidance tailored to your goals—whether that’s growing your business, increasing profitability, or preparing for the future.

  • Quarterly Financial Reviews
    Stay in the loop with regular check-ins to review financials, discuss challenges, and adjust your strategy as needed.

  • Custom KPI Tracking & Goal Setting
    Identify meaningful metrics and benchmarks to measure success and track progress over time.

  • Business Decision Support
    Whether you’re considering a new hire, equipment purchase, or expansion, get help evaluating the financial impact and making the right call.

The goal is to empower you with practical advice and clear financial direction—so you can focus on what you do best.

OTHER SERVICES

  • Sales/Use Tax Returns (Monthly, Semi-Annual)

  • Commercial Activity Tax Returns

  • Annual Form 1099 Processing

  • Annual Unclaimed Funds Filing

  • Budget Preparation

  • Business Setup Assistance

  • Financial Statement Preparation

  • Notary Services

  • Establishment of Accounting Policies and Procedures

  • Setup and Maintenance of QuickBooks/QuickBooks Online

  • Workflow and Paperwork Organization

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