Services Offered

 

Accounting & Bookkeeping Services:

 

When managing a small business, it can be difficult to keep up with your accounting and finances which is why we provide outsourced accounting and bookkeeping services. These services will be tailored to fit your organization’s specific needs and can be completed on-site at your location, remotely from our office, or a combination of on-site and remotely. Examples of these types of services include but are not limited to the following:

 

• Transactional Processing

• Accounts Payable

• Payroll Processing

• Accounts Receivable

• Account Reconciliations

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Outsourced Controller Services:

 

Personnel changes or business circumstances often create the need for controller-level assistance on an interim, permanent, or as needed basis. We will work with you to determine which roles need to be filled and help maintain the availability of timely and reliable financial data. Examples of outsourced controller services include but are not limited to the following:

 

• Financial Statement Preparation & Analysis

• Budgeting

• Monthly Financial Close & Process Improvements

• Business Income Tax Management

• Assistance with Complex Accounting Issues

• Review of Work Completed by Staff Accountants

 

Tax Services:

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Consistent changes in tax law continue to make tax compliance for both individuals and business more complicated. We will work with you to help you better understand your unique circumstance as well as proactively work with you to manage and minimize your tax liability.

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• Tax Preparation – We can assist you with meeting your federal and state tax compliance needs for both individuals and businesses.

• Tax Planning – We will work with you throughout the year to utilize tax strategies to minimize your tax liability based on current tax law.

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