Bookkeeping
We offer affordable bookkeeping services, divided into pricing packages based on volume of transactions or by the hour. If you don't know your monthly transactions or hours, not to worry, we can help you determine that easily during your free consultation.
- Accounts Payable - data entry and payment processing of vendor invoices
- Accounts Receivable - creating and billing of customer invoices
- HR/Payroll Services
- Monthly financial statements (Balance sheet, Income/P&L, cash flow)
- Monthly reconciliations of all accounts (bank, credit card & GL)
Accounting
Accounting is more than just debits and credits for us. We work closely with you to help you make informed decisions about your business. We have streamlined processes and smart accounting tools to provide you with financial insights. Ultimately, our goal is to help you reach your goals whether that’s spending more time with family, hiring new staff, or expanding.
- Assist in selecting an accounting software and setup of records
- Create a business plan
- Create employee job descriptions and wage ranges
- Create and maintain employee handbook
- Create policies and procedures
- EIN tax ID application
- Federal and state tax setup for business
- Federal and state tax setup for payroll
- Select a business structure
- Setup benefits (401k, insurance, PTO)
- State registration if required for your state
Part-Time CFO
Growing businesses often reach a point where they need professional financial advice, however, can not afford a full-time CFO. Our Part-Time CFO service provides you a professional financial manager who works with you to help guide your business to success. The cost of hiring a full-time CFO can range from $100,000 to over $250,000 per year plus bonuses and benefits. We offer a more cost-effective approach for your business.
- Create a budget/forecast model
- Cost analysis
- Oversee bookkeeping or accounting team
- Review contracts and agreements
- Software Conversions
- Work closely with vendors and customers on your behalf
Tax
- Estimated state tax filings
- Federal tax return preparation and filing
- State tax return preparation and filing
Other Services
We also offer the following personal services which can be purchases separately or as a bundle. We have a licensed insurance producer on staff.
Debt Resolution
Financial Guidance
Personal Budgeting
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