Services
Take your business further
Accounting & Budgeting
Take your business further by understanding where your money is coming from, and where it's going.
To make informed decisions you need insights to your business at a granular level- specific sales categories, departments, or segments- and analyze how it impacts the overall health of the business.
Do those segments need additional resources, or are they underperforming? How do expenses compare to last quarter, or last year? What is the cost-benefit of maintaining that segment within the business?
Financial Reporting
Financial statements reflect a companies financial health and earnings potential.
If you're looking to increase credit lines, borrow money, or bring on investors, you'll need these.
The culmination of any accountants work is reflected in how well they can put together financial statements and provide meaningful results to drive informative business decisions.
Financial Scorecard & Kpi's
Don't want to look at numbers that will put you to sleep?
Fine. We'll provide easy to ready graphs and charts tailored to your unique needs. No templates. We want to make sure the information we provide you makes sense to you in the format that best helps you digest it.
Business Launch
Interested in starting a business but don't know where to....start?
S-Corp, C-Corp, LLC, LLP, DBA, FBN, EIN - what do these all mean, and which is the right one for your?
Each business type has different complexities and tax implications. Let's review your business goals and find the right fit. We can complete and submit the applications on your behalf or walk you through the process to ensure you get your business up and running with confidence.
Bookkeeping - AP & AR
Need an extra pair of hands to let you focus on what you do best? Let us pay the bills, send the invoices, record expenses and remember to do the things you forgot.
Bare bones bookkeeping without the fancy schmancy reporting.
It's important to keep the lights on and the water warm.
Compliance Filings
Compliance filings can be complicated and burdensome. We can help.
Sales & use tax returns, unsecured property tax (571-L), secured property tax, business tax & license renewals, 1099 filings, franchise tax, sellers permits - anything short of your income tax returns!
Treasury Services
Streamline your cash operations and ensure your business has enough cash to meet your financial obligations. Cash flow management will ensure you're purchasing enough inventory, suppliers are paid timely, and forecasting cash inflows to plan your business' future.
Asset management
Running just in time inventory and running out of time? Need to track your assets but lost that Post-it note? When is service due on that machine?
We have solutions to help keep you organized and stay organized when you need to track inventory levels and maintenance schedules. We work with your suppliers to keep you fully stocked and ensure those filters are replaced on time.
Additional Services
Advisory Services
Don't know what you need, but know you need something?
Need to deal with that one thing, but don't know quite how, or just plain don't want to do it?
Want to review and asses existing processes procedures?
Need someone to discuss ideas with no long term commitment?
We can work with you for as little, or as long as you need us. And if we can't do it, we'll help you find someone that can.
Partner Resources
Over our professional careers we have developed relationships with partners across various industries that have delivered proven results. We can connect you to any of our trusted partners with confidence. Need temporary labor? logistics services? printing supplies? sublease storage? web design? branding? someone to dog sit? We can help.
Human Resources - IT & Networking - Loss Prevention - Operations - Waste Management - Facilities
Transportation - Temporary Labor - Printing - Branding - Web Services - CPA/Taxes
Website Acquisition & Branding
When you're ready to establish an online presence, we can help with that too!
From acquiring your domain, setting up your business email accounts, creating your company branding, and setting up your social media profiles. Welcome to the digital age!
Business Support
We partner with you through our full suite of professional services. We become your accounting and finance department. We are your part-time CFO. We help you build your accounting department, help you interview and find the right people. Or keep us on as long as you need us. We grow with you.
Coming Soon...
Notary Public
Payroll Services
Contact Us
Connect with us through any of our social media channels, or email us to discuss your unique needs.
Our cloud based solutions let us work with you remotely connecting you to your results from your home or office.
Or, if you'd prefer, we can schedule an in person meeting for a detailed discussion in what we can provide.
