How We Can Help

Outsourced CFO

Small business services is at the heart of this country. We take pride in taking the worry and hassle out of compliance and planning. Whether your company is a C corporation, S Corp, Limited Liability Company, Partnership or Sole Proprietor a properly prepared tax return can be filed to minimize the tax owed. Current and accurate financial records can help steer your business in the right direction to avoid pitfalls while also taking advantage of opportunities.

We can do as much or as little as you like. Some of the services we offer include:

  • Year End Filings - Income Tax Returns, 1099s, W2s, Annual Reports, and Personal Property Returns, Oh my! Taxes are the #1 headache of small businesses and we help alleviate the burden associated with these filings.

  • Ongoing Bookkeeping Services - You choose the frequency, we handle the rest. Whether you have a straightforward reporting need or more complex needs, we can help you keep up with the reams of paper by recording the transactions timely and resolving questions timely. We are especially adept at handling complicated reporting structures like multi-company arrangements and multiple locations.

  • Reporting Services - We prepare Compilation and Reviews as well as Management Statements and work with other firms when our clients need an audit.

  • Payroll Processing and Payroll Tax Filings - We can process your payroll live, or after the fact and include payroll tax processing in our standard fees without quarter end or year end charges. We can even manage the process paperlessly and deliver pay stubs and W2s to your employees' secure portals so you don't have to distribute pay stubs. The best part is that the employer liabilities go directly from your account to the agencies, so you don't have to worry about whether the have be remitted.

  • Gross Receipts and Sales Tax Filings - As if Income Taxes weren't enough, Uncle Sam and your state want these taxes too.  Integrating these services with your regular bookkeeping saves time and ensures that everything is in sync.

  • Record Keeping - we can file and store all of your business records for you on your own secure portal. We handle the backups. All you do is pass over the documents.

So how much would you like to handle and what can we help you with?