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OUR SERVICES

Get personalized accounting, bookkeeping, tax, and business services designed specifically to meet the unique needs of your business. Our tailored solutions ensure that you receive comprehensive financial support aligned with your specific goals and requirements.

Accounting
Bookkeeping
Tax
Business Services

Accounting Services

We provide a wide range of accounting services to meet the diverse needs of our clients. Our dedicated team of accounting professionals are committed to delivering accurate, reliable, and timely financial information.

  • Total Cash Management: We assist in managing your cash flow effectively, optimizing your working capital, and ensuring you have the necessary funds to meet your obligations and seize opportunities.
  • Financial Statement Preparation: We prepare comprehensive financial statements, including balance sheets, income statements, and cash flow statements, providing you with a clear overview of your financial position.
  • Budgeting & Forecasting: We help you develop realistic budgets and forecasts, aligning your financial plans with your business objectives. Our expertise enables us to provide valuable insights and guidance throughout the budgeting process.
  • Inventory Management: We assist in optimizing your inventory management processes, ensuring efficient stock levels, minimizing carrying costs, and maximizing profitability.
  • Lean Accounting: We apply lean accounting principles to streamline your financial processes, reduce waste, and improve overall efficiency. Our lean accounting approach focuses on value-added activities and eliminating non-value-added tasks.

Bookkeeping Services

Our experienced team of bookkeeping professionals is committed to ensuring the accuracy and reliability of your financial records, allowing you to focus on growing your business.

  • Full Charge Bookkeeping: We take care of all aspects of bookkeeping, including recording transactions, managing accounts receivable and accounts payable, reconciling bank statements, and maintaining accurate financial records. We ensure that your books are up to date and in compliance with accounting standards.
  • Monthly Review: If you currently have a bookkeeper in place and just need a review. We conduct a thorough monthly review of your financial records, ensuring that all transactions are accurately recorded and categorized. This process helps identify any discrepancies or errors that need to be addressed promptly.
  • Payroll Services: We handle payroll processing, including calculating employee wages, managing tax withholdings, generating pay stubs, and filing payroll tax returns. This helps streamline your payroll operations and ensures accurate and timely payment to your employees.
  • Accounts Payable/Receivable: We manage your accounts payable and accounts receivable processes, including invoice generation, payment processing, tracking vendor bills, and customer invoicing. This helps you maintain healthy cash flow and effectively manage your business relationships.

Tax Services

Our team of experienced tax professionals is dedicated to helping you navigate the complexities of federal and state taxes, ensuring compliance and maximizing your tax savings.

  • Federal and State Tax Preparation: We assist in preparing and filing your federal and state tax returns accurately and in a timely manner. Our expertise ensures that all applicable deductions, credits, and exemptions are utilized to minimize your tax liabilities.
  • Tax Planning: We proactively work with you to develop effective tax strategies that align with your financial goals. By considering your unique circumstances, we can identify opportunities to optimize your tax position, minimize taxes, and maximize savings.
  • Sales and Use Tax Filing(Inc. Nexus): We assist businesses in navigating sales and use tax requirements for multiple states, especially in cases where you have nexus (a significant presence) in various jurisdictions. We ensure compliance by accurately calculating and filing sales and use tax returns.
  • Individual Tax Preparation: We provide comprehensive individual tax preparation services, ensuring that your personal tax returns are prepared accurately and optimized for potential deductions and credits. We stay updated with the latest tax laws to help you maximize your tax benefits.

Business Services

We enjoy working with business owners and becoming a trusted advisor. We provide you with tools, knowledge and resources necessary to streamline your operations.

  • Accounting Training: We provide comprehensive accounting training in QuickBooks Online tailored to meet the specific needs of your business. Our training sessions cover various accounting topics and can help you and your team develop a solid understanding of financial principles and best practices.
  • Business Coaching: We provide personalized guidance through one-on-one sessions, we can help you enhance your leadership skills, improve operational efficiency, and achieve your business goals.
  • Employee Handbooks: We assist in creating or updating employee handbooks that outline your company's policies, procedures, and expectations.
  • And Much More: In addition to the services mentioned above, we offer a wide range of other business services tailored to meet your specific needs. Whether it's cleaning up of your old accounting system, migrating and automating your system, break-even analysis, or process improvement, we have the expertise to assist you.

We have extensive experience working with various SaaS providers that cater to the needs of business owners. Here are a few of the trusted companies we have established partnerships with.

Bookkeepme ADP partnershipBookkeepme QuickBooks partnershipBookkeepme Shopify partnershipBookkeepme Gusto partnershipBookkeepme A2X partnership

Add-on Services

We offer add-on services to help free up more of your time. Let us take on some of the work while you focus on growing your business.