Services

Quality professional financial services
to a wide spectrum of businesses

When it comes to entrusting your business bookkeeping needs to an outside firm, feeling that your needs matter and that you are being heard are paramount. Our firm is built on communication with our clients and shepherding their financial security with the utmost level of trust. We are a smaller, personable firm with the ability to tailor our services to your particular financial needs. We begin with an assessment of your current bookkeeping arrangement then with one on one communication guide you through our services and how we can implement them to meet your financial needs.

Business financial services

BOOKKEEPING/ WRITE UP

Perhaps you have outgrown your current bookkeeping system, or maybe you feel you don’t fully utilize it. Perhaps it feels scattered… we can help. We can provide bookkeeping and write up services to ease operations of the financial end of your business. As a business grows, financial needs can change. We can assist with and guide your financial operations systems and help build a solid groundwork from which your company can grow more smoothly. We use a cloud based system that integrates banking, accounting, tax preparation and data storage.

PAYROLL SERVICES

Keeping up with ever changing local, state and federal laws and tax regulations, and inputting all your data for payroll can seem like a full time job. When you use our payroll services, our professionals can take care of the details for you and keep you informed of the changes that will affect your company. All while ensuring your payroll needs are met smoothly and on time.

TAX PREPARATION

Tax planning should be a process throughout the year, not a last minute panic in March. Our professionals understand tax implications and are able to help you understand the changes as your business grows. Through continuing education and staging up to date on policy changes we can help you stay in front of tax regulations that will impact your business.

Business services

Choosing the correct entity for your business impacts your business financial and tax possibilities. Are you ready to begin your entrepreneurial journey? Has your business outgrown your original entity selection? We can help make sense of the options.
Many choices can be made in regards to retirement planning, we are here to help make sure NOT planning isn’t one of them. Whether for yourself or as a package to offer your employees, we can help customize a retirement plan to fit your needs.
Tax planning should be a process throughout the year, not a last minute panic in March. Our professionals understand tax implications and are able to help you understand the changes as your business grows. Through continuing education and staging up to date on policy changes we can help you stay in front of tax regulations that will impact your business.
Our business is a Certified Profit First Firm and I am a Certified Profit First Professional. I love using Profit First’s methodology to assist clients in obtaining control of their finances.

We train, coach and assist our clients on the cash flow management system that allows them to pay themselves first. They learn how to set aside the funds to pay their taxes and build up cash to run their business. They learn how to identify what is draining their income, is it necessary and if not, how to stop it.

Profitable businesses = Happy Owners

As an entrepreneur myself, I have observed and experienced many of the challenges that small business owners go through. We provide Client Advisory Services to help our clients navigate the changing business and personal landscape.

Our focus is on putting our 40 year’s of expertise to each client so they may make the best informed decisions. This includes cash flow management, business analysis, benefits, employee performance management, entity selection, tax planning and reduction, lending needs, growth planning and much more. We have helped hundreds of small business owners and want to be a resource to many more.

Many services that a client needs are not provided by my firm. However, our vast experience allows us to consult with the client to determine their needs and find the right provider on their behalf.

Many small business owners don’t have the time nor the expertise to find the best solution for things like lending, employee benefits, and legal services. Our firm works on their behalf and gives the client peace of mind.

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