Services to Support
Individuals & Businesses

COMPLIANCE

Taxes: Individual and Business Income, Payroll, Sales, and Tangible Property Taxes
Forms: Prepare various government and tax authority related forms
Financial Statements:
Preparation of financial statements for individuals and businesses

MANAGEMENT

Bookkeeping: Management of daily transactions including reconciliations and recordkeeping

Payroll: Management of payroll and taxes
Bill Pay: Management of bill payments
Planning: Prepare budgets and forecasts; analyze income and expense trends
Financial Analysis: Prepare comparative financial statements and analyze them for insights

ADVISORY

Consulting:
Advice for individuals and business on various financial and tax matters
Reporting
Help directors, officers, and managers make informed decisions
Outsourced CFO: Support business owners by defining goals, managing cash flow, and supporting decision-making on various matters
Large Network and Contacts:
Resources to help you run your business and get things done