Getting started is simple:
Schedule a Consultation: Contact us to book an initial meeting.
Assessment of Needs: We’ll discuss your business goals and identify the services that best suit your needs.
Proposal & Agreement: Receive a customized proposal outlining services and fees.
Onboarding: Once agreed, we’ll begin the onboarding process to integrate our services with your business operations.
We provide a comprehensive range of services, including:
Bookkeeping & Financial Reporting: Daily transaction recording, monthly reconciliations, and preparation of financial statements.
Tax Planning & Preparation: Strategic tax planning to minimize liabilities and timely preparation of federal and state tax returns.
Payroll Services: Processing payroll, ensuring compliance with tax regulations, and managing employee benefits.
We have extensive experience working with various industries.
Small Business: Tailored solutions to help reach your financial goals
Nonprofit Organizations: Expertise in fund accounting, grant management, and compliance reporting.
Real Estate & Construction: Financial management for project-based businesses.
Retail & E-commerce: Inventory management and sales reporting.
Our fees are competitive and based on the complexity and scope of services required. We offer:
Hourly Rates: For one-time consultations or specific tasks.
Fixed Monthly Packages: For ongoing services like bookkeeping and payroll.
Custom Pricing: Tailored solutions for unique business needs.
We prioritize the confidentiality and security of your financial information by:
Using Secure Accounting Software: Implementing industry-standard encryption and security protocols.
Regular Data Backups: Ensuring your data is backed up and recoverable.
Access Controls: Limiting access to sensitive information to authorized personnel only.
Compliance with Regulations: Adhering to data protection laws and industry best practices.
Yes, we provide audit representation services.
Communicate with the IRS: Act as your liaison during the audit process.
Prepare Documentation: Organize and present necessary financial records.
Advise on Audit Procedures: Guide you through each step of the audit.
Resolve Discrepancies: Assist in addressing any issues that arise during the audit.
