Services
Accounting
• Financial statements – business and personal
• Account reconciliation
• Business forecasts and projections
• Budget reporting
• Accounting systems for new businesses
• Business operations updates
Bookkeeping/Write-Up
• Accounts payable
• Accounts receivable
• Bank/credit card reconciliations
Payroll
• Payroll processing
• Payroll tax reporting
Tax
• Business and individual income tax return preparation
• Tax planning and projections
• Business license, business privilege and personal property tax preparation
Consulting
• Accounting software selection and implementation
• Type of entity selection
• Business valuations
• Financing assistance
• Business plans
• Acquisition assistance
Other Services
• Audit assistance (WC, IRS, state, franchisor)
• Simple IRA administration
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