
Business Consulting
You probably didn't go into business to work on accounting, but we did. Allow us to help with your accounting systems and processes so that you can focus on your core competencies.
You probably didn't go into business to work on accounting, but we did. Allow us to help with your accounting systems and processes so that you can focus on your core competencies.
- Accounting Systems setup: We are big fans of the online versions of Quickbooks, Wave Apps and Xero, but can work with the desktop versions as well. The online versions allow us to collaborate real-time. These systems can be difficult to use if they aren't set up properly. We will help you set up your system in an efficient manner that fits your business. When properly set up, these systems can be easy to use and provide valuable insight, while taking the headache out of taxes.
- Quarterly or annual checkups: Some clients are happy running their accounting systems, but need a regular checkup to check their entries, handle assets and depreciation, or tax entries. We can provide these services.
- Financial Statements: For clients which need financial statements for tax purposes, to get a loan, or simply to get a better view of their business, we can help.
- Portal services: We set up portals for all of our clients allowing us to easily share files securely.

Taxes
Taxes take up a large portion of small business income. In addition to regular income taxes, there are self-employment taxes or payroll taxes. We work with our business clients to plan for their taxes rather than lurching from quarter to quarter. We handle tax returns for solo practitioners, Partnerships, LLCs, S Corps, and C Corps.
Taxes take up a large portion of small business income. In addition to regular income taxes, there are self-employment taxes or payroll taxes. We work with our business clients to plan for their taxes rather than lurching from quarter to quarter. We handle tax returns for solo practitioners, Partnerships, LLCs, S Corps, and C Corps.
- Income Tax Preparation: Either in-person or using our portal technology, we take your books and efficiently prepare your tax return.
- Tax Planning: We are available to our clients to discuss tax minimization strategies, such as the use of retirement or health plans to reduce taxes.
- Sales Tax Services: Whether you file in one state or forty-five, we can help you set up processes and systems to handle sales tax without the manual effort.