Bookkeeping and accounting done for you.
We accurately record all of your business transactions with a tax-savings lens.
Setting up and maintaining your chart of accounts
Deductions and savings are always on our mind
We fixed the biggest complaint most small businesses have – they don’t have access to their financials or receive them 30 days or more after the month ends.
Monthly balance sheet
Monthly profit and loss statement
By setting up your chart of accounts to be tax-ready from the start, we can advise you on tax savings opportunities and help you prepare for your tax liability long before tax time. Your dedicated team will then file your corporate tax return.
Filing state and federal tax returns
Annual Tax Planning
We review everything from optimal entity structure to advanced tax strategies to cut your tax bill.
Not only do you have a dedicated bookkeeper, but each client also has access to an accountant with knowledge of tax strategies. This allows us to offer tax consulting and yearly planning for our customers.
We are focused on your profitability
Need more help than bookkeeping and Taxes? We provide CFO Services to take control of your business.
Get a full-service accounting solution for one flat rate – that is called transparency. Each package includes monthly bookkeeping, financial reports. Additional packages include the corporate tax return and annual tax planning and adhoc analyses and other finance support.
Say goodbye to paper receipts and bank statements. We digitally reconcile your expenses each week and provide you with financial reports so you can keep a pulse on your business’s financial health.