Services Offered
Small Business Consulting
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Financial system setup for startups
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Business operations guidance
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Strategic planning assistance
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Business Formation Planning
Bookkeeping & Accounting
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Monthly bookkeeping services
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Budget Development
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Financial Statement Preparation
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QuickBooks On Line Setup and Training
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QuickBooks Subscription at Discount
Tax Preparation
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Individual Tax Returns
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Small Business Tax Returns
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IRS Tax Representation
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Tax Planning and Compliance
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All Electronic Filings
Personal Financial Planning
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Individual Financial Planning
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Retirement Planning
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Investment Guidance
Business Strategic Planning
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Business Plan Development
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Financial Forecasting
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KPI Development
First Step - Workflow Analysis
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We offer you a free up to one hour initial consultation to assess your needs
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Our next consultation meeting will document your workflow and software in place or needed for your processes
Second Step - Engagement Letter
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We provide a timeline for work to be performed
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We then streamline your workflow for efficiency
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We assess your internal controls
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We provide written documentation and recommendations for development of your system and/or improvement of processes
Next Steps - Perform Work as per Agreement
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Perform special project as agreed upon or conduct regular monthly work as agreed upon in the engagement letter
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Provide work on timely basis as specified
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Hold scheduled meetings for continuous review of your business operations and financial results