Imagine having your own in-house accounting department
We understand that you and your business are unique, with your own goals and challenges. That’s why we provide you with an individualized package tailored to your specific accounting needs. We also assign a bookkeeper and an accountant/tax specialist to you. While any of our staff can help you at any time, your designated specialist is part of your team.
Services
ACCOUNTING SERVICES
Financial statements with analysis
Elimination of unwarranted penalties
Office system & reporting controls
Business buy/sell analysis
Equipment & real estate purchase & sale planning
Projections, budgets & comparative reports
BOOKKEEPING SERVICES
Monthly or quarterly review of general ledger & transactions
Entering journal entries as necessary
Reconciling bank and credit card accounts
Producing monthly management & financial statements
Generating monthly cash flow analysis
Monthly or quarterly phone call to check in and review reports
QUICKBOOKS SERVICES
Installation of QB desktop or online
Customized configuration of QB chart of accounts, settings & preferences
Integration with QB and other applications
On-site or remote one-on-one or group training on QB desktop or online
One-time QB clean-up
Ongoing QB work and/or review
TAX SERVICES
Income taxes for corporations, individuals and partnerships
Federal, state and local income taxes
Monthly, quarterly and annual payroll taxes
Monthly or Quarterly Sales and Use Taxes
Local taxes (e.g. accommodations, hospitality, waste, etc.)
Tax comparisons to maximize legal deductions
Year-end planning to maximize tax savings
Year-round monitoring of tax law changes
PAYROLL SERVICES
Weekly, bi-weekly, semi-monthly, or monthly payroll processing
Garnishments, benefits (insurance, 401k, IRA) deductions
Payroll reports and reconciliations
Payroll tax payments made semi-weekly, monthly or quarterly
Payroll returns processed quarterly and annually
Liaison with outside payroll providers and federal & state agencies
