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Practice Areas

Our areas of expertise include:

Tax

 

If you can't meet the April 15 deadline to file your tax return, you can get an automatic six month extension of time to file from the IRS. The extension will give you extra time to get the paperwork in to the IRS, but it does not extend the time you have to pay any tax due. You will owe interest on any amounts not paid by the April deadline, plus a late payment penalty if you have paid less than 90 percent of your total tax by that date.

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We can help you file your individual or corporate tax return.

Payroll

 

Payroll processing

We’ll automatically calculate how much your employees should be paid each pay period, taking into account hourly rates and salaries, shift differentials and overtime, and all of Federal, state and local taxes relevant to your business.

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Payment options

We can pay your employees directly, using direct deposit, or you can print pay checks yourself.

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Tax filing and payment

Your payroll taxes will be calculated, withheld and paid, accurately and on time. Quarterly reports will be filed and W-2 and 1099 forms will be generated at the end of the year.

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Bookkeeping

 

Accurate record-keeping is essential to a successful business yet can also be complicated and time consuming. We can help you with the organization and day-to-day tasks of bookkeeping so that you can focus on your core business.

QuickBooks can provide useful and timely information in the form of financial statements, reports and graphs. However, it can only provide this information if you purchase the right product and then install, setup and use it properly. We don't just help you use the software, we help you use it more efficiently and more effectively.

Income Statement

 

Experienced income statement management. We will track, prepare and calculate an accurate income statement for the dates you need, including on an ongoing basis. We can design a new P&L or modify and populate an existing template, depending on your needs. Gain a greater understanding of your daily operations with an income statement and comparative analysis that surfaces important trends.

Balance Sheet

 

Expert balance sheet management. We can help you prepare and analyze your balance sheet so you know your financial position or need a balance sheet for internal or external stakeholders.

Statement of Cash Flow

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Where is your money coming from and going to?

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We can prepare and explain this in a statment of cash flow.

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This can also be used to shows how changes in balance sheet accounts and income affect cash and cash equivalents, and breaks the analysis down to operating, investing, and financing activities

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We can help you prepare or we can prepare for you on a one-time or ongoing period basis. 

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Collections

 

Bad debts happen, even with the most conservative credit management strategy. By partnering with us, we’ll collect your current accounts receivables so you never have to worry about collections again.


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Accounting Automation

 

Our Accounting Process Automation solutions improves the speed, accuracy, and reliability of the reconciliation to adjustment process by automating your routine and high-volume transactional processes. Through configurable, rules-based certification and matching workflows, controlled roles-based access, and automated journal validation, creation, and posting, organizations are able to put an end to mundane tasks and enable teams to apply their valuable skills to larger issues that support strategic business objectives. And by leveraging a combination of data and process standardization, embedded internal controls, and real-time reporting and dashboards, accounting and finance leaders can continuously monitor and evaluate performance to drive further process optimization.

Advisory & Review

 

We focus on building close client relationships that add long-term value. This includes assuring the solidity of financial records, evaluating financial procedures and working to produce strategies that help our clients face the myriad challenges of business planning and execution. Our clients benefit from objective analysis to assist in controlling costs, increasing efficiency, and implementing new technologies and procedures that take advantage of changes in the marketplace, accounting standards, and tax law. Our assurance services will improve information quality or its context, meaning more success for your business.

Accounting Software Setup

 

f you have the opportunity to set up or reorganize your business accounting system, you’ll want to make sure the new system will give you the results you need for proper analysis of your business operations and give you a basis from which to make educated decisions. You will greatly benefit from consulting with us before you commit to anything.

Setup for new company or conversion from existing accounting system:

Installation or setup of  accounting software include:

  • Setup company file and chart of accounts

  • Customize to fit your needs

  • Customize forms. (Invoices, estimates, etc.)

  • Customize reports for proprietary data

  • Telephone & on-site support & troubleshooting 

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