OUR SERVICE MATRIX
Accounting and Bookkeeping
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- Financial reporting and analysis
- Day-to-day bookkeeping
- Invoicing, bill payment, etc.
- Customized to fit your need
Tax Planning and Preparation
- Tax exposure minimization
- Mid-year tax planning
- Tax return preparation
Consulting
- Financial forecasts and projections
- New start-up assistance
- Internal control analysis
- Policy and procedure development
Payroll
- Payroll administration
- Direct deposit maintenance
- Payroll tax management
- Payroll process development
We can serve as your accounting department
We can fully Outsource or Co-source your accounting department and provide extensive bookkeeping and financial reporting services including external CFO services. During the initial setup and review, we also assist in the following:
- Developing your multi-year budget
- Establishing your Key Performance Indicators (KPI’s)
- Determining the factors for your trend analysis review
We have significant experience in assisting small businesses and not-for-profits in developing and managing their financial management systems. We look forward to helping you do the same.
Types of Clients
- Property Management Service Providers
- Healthcare Providers
- Retail, Hair Salons, and Specialty Spas
- Transportation Service Providers
- Developers, Brokers, Realtors, and General Contractors
- Not-For-Profits and Charter Schools
- Recreational and Crossfit Gyms
- Landscape and Janitorial Service Providers
- DoD Contractors
- Breweries and Food Service Providers