Tax and Accounting Services
New & Existing Accounts
Don't have books set up yet? No problem. We can get you set up with the online software that you need and set you up with your initial chart of accounts, and help you connect your software to your banking institutions to be able to download your transactions right into the software.
Existing account? We will do an initial review of your existing account if it aligns with the software we use and make sure everything is in order.
Financial Statements
We provide accurate and monthly financial statements to help you make informed business decisions. Our software uses the latest software and technology to ensure your financial statements are up-to-date.
Payroll Services
Our payroll services help you save time and money by handling all aspects of payroll management. From calculating employee wages to filing payroll taxes, we've got you covered.
Business Formation
We offer business formation services to help you start your own business. Our team of experts can assist you with everything from choosing the right business structure to registering your business with the government.
Monthly Full Charge or Assisted Online Bookkeeping Services
Whether you want us to handle your books from start to finish or you want us to review your work, reconcile your accounts and send you the financials in an assisted basis, we can help.
Accounting Software
We provide accounting software to help you manage your finances more efficiently. Our team of experts can assist you with everything from choosing the right software to setting it up and training your staff.
Tax and Accounting Services
Chart of Accounts Set up &Maintenance
On new accounts, we will assess the needs of your company and set up up with a comprehensive chart of accounts, connect your new software under secure connections to your banking institutions, allowing you to have minute to minute updates as they are cleared through your banking institutions.
Existing account? We will do an initial review of your existing account if it aligns with the software we use and make sure everything is in order, help you re-connect any broken links to your banking institutions, do a complete assessment of your chart of accounts and reconcile your bank, credit card and loan accounts.
Home Page Overview
The Software we use offers a Customizable Home Page view showing an over view of your company's financial position as of the last transactions that have been accepted into the software, giving you an overview of Bank & Credit Card Balances, Profit & Loss, Balance Sheet, A/R & A/P and other Quick Reports
Receive Payments from your Customers
The software provide that we use has the option to send your customers a link in an email so they can pay the invoice you send right from their desktop and into your banking institutions, making it a faster process for you to receive payments
Pay Bills right from within the bookkeeping software
The software we use allows you the option to sign up for bill pay, allowing you to pay your bills right from within the software itself.
Free Checking Account Option Available
The software that we use also offers a Free Checking account for those who qualify.
Individual or Group Training
We can provide training for yourself or your staff via zoom. We also can do monthly meetings or specialized zoom meetings with an appointment.