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Our Services to Support
Individuals & Businesses

Compliance

  • Taxes: Individual and Business Income, Payroll, Sales, and Tangible Property Taxes
  • Forms: Prepare various government and tax authority related forms
  • Financial Statements Preparation of financial statements for individuals and businesses

Management

  • Bookkeeping: Management of daily transactions including reconciliations and recordkeeping
  • Payroll: Management of payroll and taxes
  • Bill Pay: Management of bill payments
  • Planning:¬†Prepare budgets and forecasts; analyze income and expense trends
  • Financial Analysis: Prepare comparative financial statements and analyze them for insights

Advisory

  • Consulting: Advice for individuals and businesses on various financial and tax matters
  • Reporting: Help directors, officers, and managers make informed decisions
  • Outsourced CFO: Support business owners by defining goals, managing cash flow, and supporting decision-making on various matters
  • Large Network and Contacts: Resources to help you run your business and get things done