Our Services

 All services can be offered 100% remotely. If the client has an internet connection in the United States, we can serve them.

Bookkeeping

 

Accounting records are a crucial cog in the business machine. Understanding financial data is often the most reliable way to make profitable business decisions. Outsourcing your bookkeeping ensures you always have the most accurate and organized financial information about your business on hand.

The solutions we provide are:

  • Monthly Bookkeeping and record retention over the cloud and within QuickBooks

  • Detailed Monthly Profit & Loss Reports and Balance Sheet Reports with activity analysis provided

  • Complete Payroll including quarterly report filings and issuing tax documents via Gusto

Tax

 

Federal and state taxes are the single largest expense for most individuals and businesses. Tax law is complex, unintuitive, constantly changing and also bears costly penalties and audits if dealt with incorrectly. Having a licensed tax professional accurately prepare and plan your tax return is a no-brainer with a strong ROI.

The solutions we provide are:

  • Business Tax Return Preparation for C-Corp’s, S-Corp’s, Partnerships, and Sole Proprietors

  • Personal Tax Return Preparation with Standard or Itemized Deductions, investments, and pass through entities

  • Comprehensive Tax Planning to optimize for lower tax liabilities across businesses, investments, and individuals

Business Consulting

 

Knowledge is power and successful business owners often consult experts when it’s time to make significant business decisions. Experienced CPA’s have exposure to many different types of businesses across many industries. This breadth of knowledge can be an invaluable resource for businesses looking to grow.

The solutions we provide are:

  • Incorporation Services and consulting to help select and implement the best entity structure for specific business goals

  • Financial Forecasting and Operational Analysis for better decision making and problem solving

  • Strategic Planning and System Design for easier growth and more efficient scaling