Bookkeeping
transactional: gathering and entering daily financial transactions.
a/p, a/r, bank recs, payroll, invoicing, month-end adjusting entries.
Accounting
analytical: focus on financial performance. number-crunching.
preparing financial statements, analyzing costs/revenues, financial planning.
forecasts. budgets.
Planning
strategic: Define. Establish. Develop. Monitor. Refine. Move forward.
Manage your business better. Use and understand the financials to help you grow your business.
Cash Flow
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analytical: Cash flow is the lifeline of the business. Cash flow and balance sheets, then budgeting and forecasts.
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Tax Prep
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transactional/analytical: We have a team of tax return specialists and CPAs for both business and personal tax returns.
Tax Services
specialized planning: We have a team of seasoned CPAs and Tax Planners that create proactive tax strategies to help minimize tax liability.