We specialize in small business financial services. From bookkeeping and QuickBooks assistance to payroll services and tax filings, we have solutions for almost every small business need.
Small Business Services: Accounting for Success
Accurate and timely financial statements are the clearest way to evaluate your company’s success. Let us help you keep a pulse on your company’s performance by preparing customized financial statements for your business. We can also compile, review, or audit your financial statements to meet the needs of your bank, bonding company, or oversight agency.
As part of our bookkeeping practice, we’ll record your transactions, reconcile your bank and credit card statements, maintain your depreciation schedules, assist you with adjusting journal entries, and help keep you organized.
Our financial professionals can save you time and money by processing your payroll at your frequency of choice. We’ll work with your financial institution to pay your employees through either direct deposit or secure checks. Plus, we can handle all of the required federal and state reporting and let you know when and how to pay your payroll taxes.
Coaching and Consultation
From an initial idea to a thriving business, our experienced professionals can guide you through the financial aspects of creating — and maintaining — your small business.
- Entity Selection – We’ll help you determine the appropriate entity for your company and work with you and your attorney to help you get established.
- Internal Control – We’ll help you safeguard your assets with controls designed to prevent theft and ensure financial reporting accuracy.
- Cash Flow Maximization – We’ll compare your performance to similar entities in your industry to evaluate where your business stands next to your competition. This will highlight your company’s strengths and weaknesses and pinpoint areas for growth which can help improve your cash flow.
- Retirement Planning – We’ll collaborate with you to determine the best retirement plan options for you and your business.
- QuickBooks – We’ll provide installation and training for your QuickBooks software. Our QuickBooks ProAdvisors will continually work with you as needed to ensure that your software is providing accurate financial information.
- Other Services – We’ll help you with any “a la carte” items your business might need. From sales tax, use tax, or other industry-specific reporting requirements, we’ve got the expertise to help.