Comprehensive Financial Solutions
Core Package
The Core Package offers extensive monthly bookkeeping services, estimated at 10-15 hours per month. This includes bank and credit card reconciliations, loan and line of credit reconciliation, journal entries, and month-end closing. We also provide basic financial statements like Profit & Loss and Balance Sheets to ensure your financial records are accurate and up-to-date, allowing you to focus on your business.
Full Service Package
Unlock your financial potential with our Full Service Package. This comprehensive offering includes everything in our Core Package, plus an estimated 20 hours per month of meticulous bookkeeping, basic payroll processing*, sales tax preparation and reporting, a statement of cash flows, and a scheduled monthly budget and financial management meeting. Managing the finances shouldn't be on your plate. We take care of it, so you don't have to.
Payroll Tax Services
Our Payroll Tax Services ensure accurate calculation and timely remittance of state and local payroll taxes. We expertly handle quarterly (Form 941) and annual payroll tax returns (Form 940 - FUTA), along with state unemployment tax filings (SUTA) and W-2 preparation and filing. Trust us to manage your payroll obligations efficiently and in full compliance with state and federal laws.
CFO Advisory Services
CFO Advisory Services offer custom financial reporting, KPI development, trend analysis, and gross margin evaluations by product or service line. Our services also include budgeting, forecasting, strategic development, tax entity structure analysis, and internal control optimization, ensuring your business thrives with informed decision-making and robust financial health. Advisory services include scheduled monthly meetings with on-call access and quarterly deep dive strategy meetings.
Other A la carte Services
Our other services include Contractor Management, ensuring timely tracking of payments and seamless 1099-NEC preparation and filing. We offer HR support through tailored employee handbooks and policy development, along with expert Tax Return Preparation for both individuals and businesses. Our services also encompass Cleanup Work, Initial Software Setup, Staff Training, and Inventory Management, all designed to streamline your financial operations while keeping you compliant and efficient.
*All Payroll services are quoted for less than 25 employees and single state state returns. Over 25 employees & multi-state returns will be quoted on an individual basis.