Professional Support with a Personal Touch…
Because the only true measure of our success is by your complete satisfaction, our skilled
team of professionals is readily available to provide knowledgeable advice ensuring your
financial peace of mind now and in the future. Our complete suite of services coupled with
today's technology is designed to help you achieve all your financial goals.
Please consider the following and choose what best serves your individual or business needs:
BACK OFFICE ACCOUNTING SUPPORT
You Can Stay Focused on Profit Driving Activities
We’ve Got Your Bookkeeping, Payroll and Tax Needs Covered.
Let your daily accounting duties rest on the shoulders of your CPA with this all-inclusive
solution. Think of us as your in-house accounting department—paying bills, balancing
checkbooks, preparing payroll and payroll filings, while supplying valuable financial and
tax advice throughout the year. Creating the most efficient work-flow possible, we leverage
today’s technology and perform all activity securely online in real-time. Experience
convenience like never before at a price that’s affordable.
- Fax, scan or email us your unpaid bills for digital processing and we return them to you
for approval and payment date.
- We’ll reconcile your bank accounts monthly and provide you with accurate financial
reporting so you have a clear picture of your business’s money trail.
- Payroll processing is now headache free—supply us with your payroll data and we’ll take
care of the rest. We can issue checks, pay cards, and perform direct deposits. Plus,
we’ll keep you in compliance by filing all payroll related taxes.
- Consider us your tax advocates, dispensing thoughtful tax advice to keep your liability
to a minimum while filing your quarterly and annual business taxes.
By outsourcing all your routine accounting functions, you’re able to focus on managing and
growing your business. Leave the detail work to us, your trusted advisors.
Expert Advice to Achieve Profit and Growth
Select from a full range of accounting services to ensure that you have all the information
required to run your business effectively. We provide you with sound business analysis
throughout the year, so you are better equipped to make informed decisions and develop a
structured tax program. We can act as your internal accounting department or work closely
with your own bookkeeping staff.
Consider how we can assist you:
- Provide you with timely and accurate compiled financial statements to meet your needs
for independent verification of information for both internal and external reporting and
- Develop and implement accounting systems—having the right tools and maximizing their
potential provides confidence and ensures reliability.
- We maximize the latest technologies to deliver our services in a productive,
- Conference with you regularly to review and interpret financial results ensuring you
understand the data and how it affects your business.
- Assist with entity selection and restructuring from your company’s inception through its
growth and development. We help to put you in the best tax position possible.
- Budget and cash flow analysis—proper planning will greatly increase your ability to
succeed in the future and allow you to act upon opportunities long before your
- Forecasts and projections—don’t be without these valuable management tools needed for
short and long ranging planning. We will even develop “What If” planning scenarios to
help management prepare for the unexpected.
You can rest easy knowing that your accounting records are in the hands of your
trusted advisors, committed to your success.
TAX PLANNING PREPARATION
Put Our Tax Experience to Work for You
We have extensive tax preparation and advisory experience serving individuals and all types
of businesses. We understand how a heavy tax burden can negatively impact your business and
personal finances. This is precisely why we take a hands-on approach to proper tax planning
to achieve your immediate and long-term tax goals. Our tax specialists work closely with you
to make certain that you are taking full advantage of all tax saving opportunities to
preserve your bottom line and personal wealth. As an added benefit, our clients have online
access to their financial documents through secure portal technology. Simply login with a
username and password and view your return and tax documents. 24/7 convenience— just a click
- Pre-calculate your personal income tax liabilities before year-end to avoid unpleasant
- Offer guidance on personal and business decisions made throughout the year that will
impact your annual tax liability.
- Employ tax planning strategies that will allow you to achieve your short term and long
- Analyze your information at year end for over-looked deductions.
- Handle all your tax preparation needs including income, payroll, sales, and property.
- E-file your tax return for added convenience, efficiency, and security.
- Remain up-to-date on the changing tax laws that affect you.
Have You Achieved QuickBooks Success?
Our QuickBooks Support is All the Help You’ll Ever Need!
QuickBooks is the leading accounting software for small businesses, performing at the level
which most small businesses require. The question is…are you getting enough out of the
software? It is reported that many businesses only use about 20% of the QuickBooks program.
Our highly trained QuickBooks ProAdvisor staff is ready and available to address all your
software needs from set-up to clean-up; from conversion, to training and support. We want to
ensure QuickBooks is working at top speed for you!
Here is how we can assist you:
- We offer a hosted QuickBooks solution allowing for 24/7 multiple user access in
real-time, secure data center, and no IT hassles for you.
- Set Up—proper installation and set-up are essential to avoiding problems down the road.
Let our experts get you off to a good start.
- On Site Training—group, individual or customized.
- Analysis—we can assist experienced users by performing an assessment outlining areas of
inefficiency and recommend solutions.
- Customization— we can customize features to match your company’s needs.
- Conversion to QuickBooks from another accounting system.
- Support—our QuickBooks ProAdvisor staff is always available to assist you with the
software, as well as your related accounting and payroll needs.