Our Services

Comprehensive bookkeeping and financial services to streamline your operations and enhance decision-making.

Bookkeeping & Accounting

We maintain accurate and up-to-date financial records for your business, providing you with a clear picture of your financial health.

• General ledger management
• QuickBooks setup and maintenance
• Monthly reconciliations
• Financial record organization

Payroll Services

We handle all aspects of your payroll processing, ensuring accurate and timely payments to your employees.

• Payroll processing
• Payroll tax reporting and payments
• Employee benefits administration
• Year-end W-2 and 1099 preparation

Accounts Payable & Receivable

We streamline your billing and payment processes to improve cash flow and reduce administrative burden.

• Invoice generation and delivery
• Payment processing and tracking
• Vendor bill management
• Aging reports and collections support

Budgeting & Forecasting

We help you plan for the future with detailed budgets and financial forecasts tailored to your business goals.

• Annual budget preparation
• Cash flow management
• Financial forecasting
• Scenario planning

Financial Statements

We prepare accurate financial statements that provide insights into your business performance and financial position.

• Balance Sheets
• Income Statements
• Cash Flow Statements
• Custom financial reports

Tax Services

We help you navigate complex tax regulations and identify strategies to minimize your tax burden.

• Tax preparation
• Tax planning and strategy
• Tax compliance
• IRS representation

Grant Management

We provide comprehensive support for organizations that receive and manage grants.

• Grant writing assistance
• Financial reporting for grants
• Compliance monitoring
• Grant budget management

Financial Analysis & Advisory

We provide insights and recommendations to help you make informed business decisions and improve financial performance.

• Financial ratio analysis
• Profitability assessment
• Business performance review
• Strategic financial planning
• Business Financial Coaching

Our Process

1

Consultation

We meet to understand your business needs and financial goals.

2

Assessment

We review your current financial systems and identify opportunities for improvement.

3

Implementation

We set up efficient systems and processes tailored to your business.

4

Ongoing Support

We provide continuous service and adapt as your business grows and evolves.

Ready to Get Started?

Contact us today to discuss how our services can benefit your business and schedule your free consultation.