Our services

Tax Preparation and Filing

Our CPAs and enrolled agents can take tax preparation and filing off your plate. This helps you take advantage of the maximum deductions and ensures IRS compliance.

Virtual CFO Services

Ready to delegate 100% of your company’s accounting? We offer Virtual CFO services that take bookkeeping, bill pay, accounts receivable, and other regular accounting tasks completely off your plate.

Done For You Bookkeeping

Our done-for-you bookkeeping includes:

• Dedicated client portal access

• Monthly recording, classifying and reconciling bank, credit card, and loan accounts.

• Receipt expense management

• Monthly Financial Reports

• Unlimited Email Support

• Video analysis on transaction trends and suggested improvements.

• No contract (30 days notice for cancellation).

Payroll Services

Employees are your company’s biggest asset – ensure they are paid correctly and on time with our payroll services!

Sales Tax and Use Filing

Dealing with sales and use tax filing can be cumbersome and confusing. Let us handle the logistics for you!

1099 Filing

Ensure that your contractors receive the appropriate documentation at the end of the tax year by having us file 1099s on your behalf.

Budget Reporting

Every business needs a solid, sustainable budget. We can help you develop a budget that works for your business. We can also provide reports for monthly clients who want to see how well they’ve adhered to that budget.

Client Invoicing/Accounts Receivable Services

Do you struggle with following up on unpaid invoices? Our Accounts Receivable services help you stay on top of invoicing and never let payments fall through the cracks.

Online Bill Pay Services

Never worry about late payments again. We’ll create a cash-flow optimized bill pay schedule and process the payments via ACH or payment processor on your behalf.

QuickBooks Online Setup, Cleanup or Catchup

In need of some QuickBooks Online TLC? We are certified QuickBooks Online ProAdvisors, ready to help!