Accounting

Spend your time building your business – and your profits; let us handle your bookkeeping, recordkeeping, and report filing.

We can provide as many of the following services as you want:

  • Paying bills and managing accounts payable.
  • Invoicing your customers, posting collections, aging accounts receivables.
  • Doing your bank reconciliations and providing cash balance reports.
  • Maintaining sales journals and general ledgers.
  • Preparing all required business tax reports and filings.
  • Preparing any customized reports you find useful.

Bookkeeping

Spend your time building your business – and your profits; let us handle your bookkeeping, recordkeeping, and report filing.

We can provide as many of the following services as you want:

  • Paying bills and managing accounts payable.
  • Invoicing your customers, posting collections, aging accounts receivables.
  • Doing your bank reconciliations and providing cash balance reports.
  • Maintaining sales journals and general ledgers.
  • Preparing all required business tax reports and filings.
  • Preparing any customized reports you find useful.

Payroll

Let us handling all your payroll functions, including pay checks, quarterly and annual payroll tax reports, and more.

Business Advice

Except everybody needs advice now and then… Even small business owners.

Sometimes you just don’t have the skills, experience, or time to figure out how to fix a problem. Or maybe you’ve realized that there’s no point reinventing the wheel each time you encounter an obstacle—because someone else has done most of the heavy lifting for you already.

Take it from us: good small business advice can go a long way to clearing those distractions and unnecessary challenges off your plate. There’s just no need to waste time dealing with problems when the solutions are out there.

That’s where we come in.

Banking

We can help you with your banking in several ways:

Maintaining Records

Every dollar going in and out of the bank (physically or electronically) needs to be accounted for. We can oversee transactions in order to be certain that books balance, meaning there is a credit for every debit and vice versa. We can also keep an eye on your cash flow.

Resolving Errors

We can spot errors, and rectify them, including adjusting accounting entries.

Following Procedures

We can ensure compliance with regulations and do tax preparation.

Compiling Reports

We can prepare reports as needed for analysis or compliance.

Tax Planning

It is our job to see that you pay no more tax than the law requires.

We monitor the changes in the tax law that could affect you and recommend tax-saving strategies. We will prepare all your tax returns and serve as your advocate in all tax matters.

If you are contacted by any government agency concerning your tax matters, your first call should be to us. We will take care of it so that you can get on with your business.

There is a certain mystique that has grown up around tax planning and tax-cutting techniques. We are here to put tax planning in plain English for you.

There are actually several basic tax-cutting strategies, and most plans involve one or a combination of them. In a nutshell, the strategies are:

  • Splitting income among several family members or legal entities in order to get more of the income taxed in lower brackets.
  • Shifting income from one year to another in order to have it fall where it will be taxed at the lower rate.
  • Shifting deductions from one year to another to place them where the tax benefit will be greater.
  • Deferring tax liability through certain investment choices and through pension plan contributions.
  • Structuring your affairs to obtain a tax deduction for some expenses paid for things you enjoy — a vacation home, for example.
  • Investing your money to produce income that is exempt from either federal or state income tax, or both.

Contact us and we’ll discuss your financial and tax situation and determine how we can help you.