Tax, Accounting, Operational and Creative Advisory Services for the Entrepreneur
Federal and Nationwide Representation
Controllership Services
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MONTHLY SERVICES (SUBSCRIPTION)
Month-End Close of Books and Records
Accounts Receivable and Accounts Payable
Payroll Processing and/or Monitoring
State Tax (Sales, Transient etc.)
Filing and Payment Remittance
Fixed Asset and Loan Additions
Intercompany Transaction Tracking
Monthly Strategy Meetings (via phone or virtual)
Additional Services Available Upon Request
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ANNUAL TAX PREPARATION SERVICES
Annual Federal and State Tax Return Compliance Filings (Business, Personal, Nonprofits and Fiduciary)
Annual Income Tax Planning
Business Tangible Personal Property Tax Filings
Franchise Tax Filings
1099 Compliance Filings
Advisory Services
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SPECIAL PROJECTS
Payroll Set-Up
Business Entity Selection and Reclassifications
Bookkeeping and Technology Application Clean-Up
Additional Projects Available Upon Request
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TAX COMPLIANCE
Fixed Asset Tax Strategies (Depreciation and Cost-Segregation Applications)
Multi-State Tax Strategies and Troubleshooting
Tax Credit Research and Filings
IRS and State Tax Law Consulting
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BUSINESS DATA ANALYTICS
Ratio Analysis and Company Scale-Up
Budgeting and Forecasting
Business Acquisition and Brokerage Services
Job Costing (All Industries)
Accounting Technology Application Integration
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OPERATIONS & HUMAN RESOURCES
Workers Compensation Audits
Loss Prevention and Risk Management
Employee Recruitment and Compensation Package Calculations (All industries)
Operational Work-Flow Computations for Staff
Referrals and Consultations with other Specialists
Foundational Services
Tailored Start-Up Company Services
Have a concept for a new company? Or already in the process and need help filing in the blanks? We offer set-up and training as it pertains to bookkeeping and tax. Please contact us for further information about this service.
About
As an entrepreneur, you typically have a broad plan with key objectives. However, you need help filing in the missing pieces. That’s where we come in. We assist you by diving into the weeds so you can understand and execute.
Our philosophy and mission is simple. To help small business owners make the best informed decisions as it applies to their current and future financial, operational, and creative opportunities.
Have a question for us?
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