Accounting & Analysis
We prepare monthly, quarterly and/or yearly management reports suited to your needs.
Customizations can include budget analysis and cash flow projections. Our technically-skilled accountants can also provide approachable variance analyses to help you understand your performance and prepare for your trajectory.
App Advisory
Boost efficiency and unlock growth.
We take the time to understand your business, including challenges and opportunities you are currently facing. We advise you on the right apps to meet your current and future needs. As your trusted advisor, we have a unique opportunity to identify and analyze your situation.
You will be equipped to scale up your operations and meet your business goals faster and easier, by using the latest technology stack tailored to where you are and where you want to be.
App Training
We offer one-on-one training workshops to get you comfortable with apps that will help you keep your business running smoothly, saving you time and money. You can take our special online webinar training for Xero, Quickbooks, Bill.com, Receipt Bank and more!
These individualized training workshops are one-hour long once a week. We help you learn your way around the app so you can comfortably use the tools to optimize your efficiency. These workshops are popular with our clients because we focus on the client’s needs in an approachable manner, while we worry about the more complicated aspects.
Bookkeeping
We use efficient workflows to record the transactional aspect of your ledgers.
We can record your receipts, pay your bills, invoice customers and collect revenue by using secure technology to facilitate accuracy.
Business Advisory
Whether you are small or large, we welcome you to our client family and will advise you on various topics with your best interest at heart. For example, we provided complimentary tips and tricks for our small business clients trying to navigate the myriad COVID-19 relief programs.
We take a holistic approach when we initially assess your needs, performance and goals. We want to help drive your business forward so you can not only survive, but thrive.
Payroll
We can process your payroll, including payroll tax returns and benefits administration.
Your employees are your greatest and costliest asset. We can relieve your worries by handling all payroll processing and benefits administration for your business.
Employees will enjoy streamlined onboarding tools and ease of access to your HR information, their earnings and tax information.
Tax Compliance
Tax planning and advisory services are recommended and available to you.
Our tax partner can handle your federal and state income tax return preparation for individuals, sole proprietors, non-profit organizations, limited liability companies, S-Corporations and C-Corporations, as well as state and local compliance including sales tax and payroll tax.
Using the latest secure technologies to research, prepare and file your returns, you will be delighted at how efficiently your returns can be prepared.