Business Services We Offer
Bookkeeping & Payroll
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Monthly or Weekly bookkeeping.
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Options for full service bookkeeping or just reconciling
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Payroll setup and processing through Gusto, Quickbooks, or ADP.
Schedule a Discovery Call:
Tax Preparation
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Business Tax Return Preparation
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Owners and family Tax Return Preparation
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Multiple Shareholder or Partners Tax Return Preparation
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Financial Statement and Cash Flow Analysis, Budgeting, Tax Planning
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Personalized goal setting for spending or savings
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Reviewing Financial Statements regularly and translating them to you to see if goals are being met or if changes need to be made
Schedule a Discovery Call:
Virtual CFO
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A combination of all of the other service items. Think of this like having an in house accountant but we are a fraction of the cost with all of the benefits of having an in house accountant.
Schedule a Discovery Call:
Corporation/LLC Setup
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Meeting to Discuss the best type of business to have and the implications of owning this business.
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Selection of Name for the business
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Filing of LLC or Corporation status
Schedule a Discovery Call:
S-Corp Bootcamp
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60-90 Minute Consultation to learn about everything involved in owning and forming an S-Corporation
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Calculation to see if S-Corporation will be beneficial to you based on your finanical situation.