Accounting & Bookkeeping
- Bookkeeping: summarizing and posting activity from bank statements, receipts, asset purchases, and preparing a file for tax preparation
- Financial statement preparation: preparing financial statements for management use based on annual or monthly periods
- Controller Services: summarize and post activity, receive and pay bills, invoicing, and management of the financial portion of client’s business
- Accounting system design and controls: advice on setting up the accounting systems and design of a business and help set up strong internal controls to reduce potential theft or misstatements
- Temporary bookkeeping and accounting: cover the bookkeeping services for a client temporarily as needed
Compilation & Review
- Accounting Standards Analysis: the firm stays up to date on the standards for properly reporting compiled and reviewed financial statements
- Compilations: preparation of unaudited financial statement presentation for management use, covering a variety of needs for managers to evaluate the company’s position
- Reviews: review and analysis of compiled financial statements with fewer process or costs of an audit and no opinions offered
- Special Reports: our firm is able to create other reports as designated by client needs
Business Advisory
- Accounting system design and review: aid in setting up new accounting systems for a business and set up of internal control functions
- Business plans and projections: able to help with the future planning of a company to better make decisions based on projections of future transactions
- Business Tax: prepare tax returns for corporations, S-corporations, partnerships, sole proprietors, nonprofit groups, estates, trusts, etc.
- Management Consulting: consulting services to set or improve current operating systems within the company
- Prospective financial statements: planning for future company positions in financial statement format to evaluate the potential financial position of the company
- Succession planning: aid in setting up processes for a successor to be incorporated into a business for the future
Business Software Training
- Daily operations improvements using Microsoft Word, Excel, Outlook, etc.
- Set up and develop a smoother operation using Quickbooks
- Security advice for protection of business information
- Training to enhance better communications with clients to improve business operations and promote better hiring and recruiting
- Staying informed on new tax or healthcare updates
Business Tax
- Consulting on transitions for mergers or succession planning
- Set up and develop a smoother operation using Quickbooks
- Selection of the right choice of entity, partnerships, corporations, sole proprietorship, etc.
- Preparation of annual tax returns for multiple types of entities including partnerships, S-corporations, corporations, trusts, homeowner associations, road user associations, and sole proprietorships.
Controller Services
- Summarize and post activity, receive and pay bills, invoicing, and management of the financial portion of client’s business
- Temporary or full-service contract bookkeeping is available
- Preparation and advice for budgeting for future activity
- Accounting system design and internal control set up for new or existing companies proprietorships.
- Preparation of payroll reports including monthly, quarterly, and annual reports
- Preparation of reports to help management understand the current business position and make the best decision for the company based on that information
Individual Tax
- Prepare annual tax returns for individuals and estates
- Planning for individuals and estates to help make the best decisions for future taxes
- Retirement planning and consulting for individuals
Payroll
- Calculate payroll - weekly, bi-weekly, monthly, annual and certified payroll
- Prepare and file quarterly and annual payroll reports
- Pay payroll taxes through a secure online system for both Federal and state requirements
Personal Financial Planning
- Advice for college planning and funding
- Planning for long-term care
- Advice for life-insurance planning
- Consulting for help budgeting personal financial statements and planning for debt relief
- Advice for investing money and management
- Trustee services for trusts
- Planning for private foundations and gift annuities
- Planning for retirement and the related tax effects