Business Management

Starting a business or operating an existing one can be a daunting task, but you are the expert! As you focus on creating and promoting your vision, developing products & services, and attracting business, we can help manage some operational tasks for you. Our expertise allows us to work efficiently freeing our time for the more pressing matters in your business.

A good set of books is essential to a successful business. They are important to management as they provide insight into how money is being spent, help plan for future spending, and provide high level view of the health of the business. A good set of books can also help secure funding, defend your business against audits and other inquiries, and even control the cost of services like income tax preparation.

Whether you need full service operational support or periodic reviews we can help.

Management Services

Bookkeeping

Full service bookkeeping

Reconcile bank and credit card transactions
Identify lost checks, deposits, & unauthorized transactions
Detect and prevent excess bank charges

Financial Statement Preparation & Review

Track income and expenses to determine profitability
Identify areas causing unexpected expenses
Determine income tax liability
Get a picture of you assets and liabilities
Identify trends in receivables & payables
Review cash reserves and cash flows

Payroll

Bookkeeping

Payroll Processing

Pay employees & contractors by direct deposit
Manage wage garnishments & other voluntary deductions
Track vacation and sick pay
Support salary or hourly workers

Payroll Tax Filings

Quarterly & annual filings - Forms 941, 940, TWC

Payroll tax deposits

Annual information reporting - Forms 1099, W-2, W-3

Compilation

Already have bookkeeping covered but need financial statements for capital acquisition or other purposes? We can help there too! Using your data we will compile professional financial statements for your business.

Other

Compilation

Have a business need that you don't see specifically listed here? Contact us anyway! If we cannot help we will do our best to provide a referral to a trusted professional who can.