Keep your financial records accurate, organized, and up to date without spending your valuable time buried in the books. Our bookkeeping services help you maintain a clear picture of your business finances and provide the information you need to make confident decisions.

What’s Included:

• Recording and categorizing income and expenses

• Bank and credit card reconciliations

• Accounts payable and accounts receivable tracking

• Monthly, quarterly, or ongoing bookkeeping

• Financial statement preparation

• General ledger maintenance

• Cleanup and catch-up bookkeeping

• Review of accounts for accuracy and organization

Take the hassle out of payroll and make sure your employees are paid accurately and on time. We handle the details of payroll processing and help keep your business organized and up to date with its payroll responsibilities.

What’s Included:

• Payroll processing

• Employee wage and withholding calculations

• Direct deposit and/or paycheck processing

• Payroll tax calculations

• Federal and state payroll tax filings

• Payroll tax payments

• Year-end W-2 preparation

• Payroll record maintenance

• Assistance with payroll-related questions and issues

Tax season doesn’t have to be stressful. We prepare tax returns for businesses and individuals while helping you identify available deductions and tax-saving opportunities. Our goal is to make the process as straightforward as possible while helping you stay compliant with your tax obligations.

What’s Included:

• Individual tax return preparation

• Business tax return preparation

• Federal and state tax returns

• Review of income and expenses

• Identification of applicable deductions and credits

• Tax planning and preparation guidance

• Extension preparation and filing

• Year-end tax document review

• Assistance with tax notices and questions

Your numbers tell a story—and understanding that story can help you build a stronger, more successful business. Our consulting services provide practical financial guidance to help you evaluate your business, identify opportunities, and make informed decisions.

What’s Included:

• Financial statement review and analysis

• Cash flow planning

• Budgeting and forecasting

• Business startup guidance

• Business structure and financial considerations

• Profitability analysis

• Pricing and expense review

• Planning for growth and major purchases

• Year-end financial planning

• One-on-one financial strategy sessions