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Our Services

For new businesses, we are available to engage in helping setup what you need no matter the size. For existing businesses, we have found our services most valuable in working with small and medium businesses generating $2 Million or more in annual gross revenue.

1 

New Businesses

  • Business entity creation

  • Tax registrations (payroll, business, S&U)

  • QuickBooks setup and consultation

  • Payroll setup and integrations

2

Accounting

  • Bookkeeping

  • Chart of Accounts setup and maintenance

  • Bank reconciliations

  • Month-end close

  • Financial statements

3

Business Analytics

  • Financial statement analysis

  • Operational reports with KPIs

  • Budgeting

  • Forecasting

  • Cash flow projections

  • Breakeven and what-if analysis

4

Tax

  • Corporate income tax filings

  • Sales and use tax filings

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