Services

Learn about the multiple ways we can help your business

A precise accountant plays a pivotal role in the growth and success of your company by instilling confidence and offering valuable insights into your financial standing. This principle extends to individuals seeking personal financial success as well.

Client Portal

Enjoy 24/7 access to our complimentary

 

online and mobile application client portal,

 

where you can conveniently exchange,

 

approve, sign and manage all documents.

 

Your company's information is securely

 

stored wihin our IRS-compliant client portal,

 

ensuring its safekeeping and accessibility to

 

business owners. 

 

 

Enjoy secure communication with our firm's

 

employees through the portal at anytime.

Bookkeeping

Consistent recording and overseeing a

 

company's financial transactions and data

 

ensures the availability of accurate, up-to-

 

date books. This, in turn, empowers

 

companies to make informed decisions

 

related to their operations, investments, and

 

financing. Clients can expect to receive

 

monthy financial statements.

Quarterly Taxes

Quarterly filings and payments for various

 

taxes such as WTH payroll tax, SUTA payroll

 

tax, Federal 941 return, Federal 940 Tax, Sales

 

and Use Tax, and more are diligently

 

processed. Clients can anticipate receiving

 

tax returns and tax payment receipts on a

 

quarterly basis following the completion of

 

filings.

End of Year Tax Returns

We handle tax return preparation for various

 

entities, including Corporation Tax Returns,

 

LLC Tax Returns, Sole-Proprietor Tax Returns,

 

and Individual Tax Returns. For individuals,

 

this includes tax return categories such as

 

Married Filing Jointly, Single, Married Filing

 

Separately, Head of Household, and

 

Qualifying Widower.

Payroll

Payroll processing is tailored to the

 

frequency requested by our clients. Federal

 

941 payroll taxes are promptly processed

 

immeidately after each payroll cycle.

 

Following each payroll processing, clients

 

receive a variety of payroll report details in

 

their mobile employer payroll portal, while

 

employees will receive their paystubs and

 

paycheck history in their mobile employee

 

payroll portal.

Monthly Financial Analysis

Monthly deliverables will include

 

comprehensive financial analysis reports,

 

presenting companies with essential

 

Liquidity, Profitability, and Activity Ratios.

 

These reports will also highlight ratio trends,

 

offering valuable insights into the company's

 

growth and overall financial health.

Receipt Management

Systematically gathering and associating

 

receipts with their corresponding

 

transactions within Quickbooks to establish

 

a comprehensive audit trail.

Job Costing

Assigning distinct roles to individual costs to

 

offer the company a transparent view of the

 

profitability associated with each job.

Startup Services (EIN, LLC. etc.)

Establishing a new business entity by

 

registering with the IRS to acquire an

 

Employer Identification Number (EIN) and

 

completing the state registration process,

 

including the submission of Articles of

 

Incorporation.

Invoicing

Issuing invoices as often as requested by the

 

client, receiving invoice payments,

 

addressing customer inquiries regarding

 

invoices, and pursuing resolution for

 

outstanding and overdue invoices.

Tax Strategy

Devise tax strategies that align with your

 

company's or individual financial

 

requirements.