Our prices are set in advance, which means our clients don't have to worry about any mystery bill or unexpected "Additional Charges" or "Fees" that were not agreed upon in advance.

 

Tax Return Preparation and Planning

Tax Return Preparation and Tax Planning

Bookkeeping

Keeping your financial records, processes, and systems constantly up-to-date can be a real burden for a business owner. Having up-to-date financial information is key to growing and maintaining a business. We can help save you time, effort, and money by helping you with your bookkeeping needs. Our bookkeeping services includes everything from recording invoices, sales receipts, deposits, checks, credit card transactions, expenses, bank transactions, bill payments, journal entries, and recording other financial transactions. We also reconcile bank accounts, inventory accounts, fixed assets accounts, and other balance sheet accounts.

Whether you use QuickBooks Desktop, QuickBooks Online, Xero, FreshBooks, Wave, or any other accounting software, we can help you clean it up and create a financial process to get your books in order.

Bookkeeping

Management Accounting

Accounting is more than just numbers on a report, it tells a story of what happened in your business. Whether the story had a good or bad ending, it paints a picture of useful and actionable information for the business. In order for the information to be useful it has to be accurate, complete, and timely. Management Accounting focuses only on information relevant to the decision makers of the business so that they can make informed, smart, and fast decisions. Management accounting reports are tailored to your industry and your business needs and typically include:

  • Financial statements
  • Cost-volume-profit reports

  • Responsibility accounting

  • Profitability by products or services, customers, projects, jobs, contracts

  • Additional detailed reports

Management Accounting

Budgeting and Cash Flow Planning

A plan of action. Budgeting combines your business strategies with dollar figures, so that you can see how your business decisions could potentially affect the business. A budget also creates a benchmark for your business and gives you a better vision of the future for your business. It can also be used to help answer "what-if" scenarios like, what if you decide to introduce a new product line, adding a new location, hiring more people, or making a major purchase. How will all of this affect the bottom line? We can show you how the possibilities above or any other possibilities affect the bottom line.

 

Cash is king and the lifeblood of the business. We can help plan for how much cash you will have in the future based on expected cash coming in and going out of the business. Cash flow planning is very important if you expect any cash shortages to see if you need to borrow money or if you can afford to pay yourself a bigger bonus.

Budgeting and Cash Flow Planning

KPI Dashboards

KPI Dashboards

In today's business environment we have so much access to information that it can often times be overwhelming. Because it can be overwhelming, a business owner can often get distracted or even be misled with information that is not useful to help them run their business and make decisions. That is why dashboards are a great tool for reporting quick, useful, and easy to read information.

 

Key Performance Indicators (KPI) are measures of how a business is performing to achieve key objectives. KPIs are very important for business owners and their employees to quickly gauge business performance. Providing you with customized dashboards tailored to your industry and your company can help you run your business more effectively and efficiently.

Payroll

Payroll

Your people are the greatest assets to your business, therefore making sure they get paid on time and for the correct amount are just some of the important things in keeping your employees happy. Government regulations and paperwork surrounding payroll make the process complicated and burdensome.

We can help run your payroll and keep you compliant will all government regulations throughout the year and for year-end (W-2's).

Invoicing (A/R) and Billing (A/P)

Invoicing (A/R) and Billing (A/P)

Invoicing your customers is an essential part of making sure you get paid for the products or services you deliver. The faster you invoice, the faster you get paid. You also need to keep track of your accounts receivable to see who owes you money, and constantly remind the people that owe you. Let us streamline your accounts receivable process so that you can save yourself time and avoid the stress. We can improve your cash flow as well by constantly keeping up-to-date records of your receivables.

 

Keeping up with your bills can be overwhelming, but keeping your contractors, suppliers, and vendors satisfied by paying them on time results in running a successful business. We can help streamline your accounts payable process by tracking how much you owe and their due dates, so you can better manage your cash flow. We also track vendors and prepared year-end (1099) reports.

Plus More..

Financial accounting software set up and clean up

Don't sit on bad financial systems or bad information. Relying on such information can cost you a lot of money and time. Let us help you clean up your financials or set you up with a proper financial accounting software. Whether its QuickBooks, Xero, Wave, FreshBooks or other software.

Loan and financing consulting

If you are in need of a business loan or financing, let us help you prepare the necessary documents and evaluate loan or financing proposals to see which options makes the most sense.

Business Operation Consulting

If you are stumped on a business problem, let us help you take a strategic, logical, and scientific approach to evaluating the problem and come up with options on how to solve it.