Profitability & Growth Advisor
We work with business owners to make a significant difference in income, ease of operations, and increase the value of their businesses.
If you have a need, a nagging and ongoing frustration with your accounting system, personal or business finances, we’ll tackle them for you so you can focus on what you love most.
Spring clean your books
If your financial records are a mess, accounts out of balance, financial information inaccurate, we will perform a one-time review and clean up of your bookkeeping system. Will prepare and provide correcting entries and record them as well per your desire.
Tax preparation & IRS problem solving
We will prepare and file your federal and state income tax returns, sales & use tax and other regulatory filings. Includes required Schedules, eFiling, extensions and estimated tax calculations.
Taking heat from the IRS? These problems will not go away by themselves and will get worse if ignored with penalties and interest piling up. We’re here to help you resolve your tax problems and put an end to the misery that the IRS can put you through.
Cloud accounting conversion and integration
Provide consultation & implementation to convert accounting system from desktop environment to the cloud. Cloud-based App integration to gain efficiencies in billing, time-tracking, expense reports, secure online document management and storage, and more.
Monitor & maintenance
Provide a mix of any or all of our services on a periodical basis. (e.g. weekly, monthly, quarterly…)
Provide bookkeeping & data entry services on any accounting software platform. We can automate your system if you are using paper and pencil, shoeboxes or spreadsheets. Includes recording transactions, generating invoices, paying bills, processing expense reports, payroll entry and processing, sending monthly statements to customers, fixed assets and more.
Quickbooks (Online or Desktop) Consulting
Assist & advise on any questions or needs you have with entering transactions, reconciling accounts, generating reports, payroll, month- and year-end procedures, troubleshooting, journal entries, licensing and filing with regulatory agencies, & more.
Tim, you are the best, I don't know what we would do without you. While I can enter transactions I do NOT enjoy it and I would not always know if I was doing it correctly. So glad we have you!" - Liz M. (President/COO)
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