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OUR SERVICES

What We Provide

Bookkeeping

Monthly Quarterly, and Annually

Financial Planning

Monthly, Quarterly and Annually

Account Reconciliation

Identify discrepancies and ensure accuracy.

Payroll Services

Managing employee salaries, taxes, deductions, and benefits efficiently.

KPI Tracking

Key Performance Indicators (KPIs) measure success and progress toward goals, driving informed decisions.

Cash Forecasting

A cash forecast estimates future cash flows, helping businesses manage liquidity effectively.

On-Boarding / Off-Boarding Services

Efficient onboarding integrates new employees to enhance productivity, while smooth offboarding protects data and relationships.

Benefits management

Optimizes employee satisfaction, retention, and productivity through strategic planning and communication.

401K management

401(k) management involves optimizing retirement savings, investment strategies, and withdrawal plans effectively.

AP/AR

AP/AR refers to Accounts Payable and Accounts Receivable, crucial for managing cash flow and financial health.

Audit Prep

Prepare for audits with organized documentation, clear processes, and proactive compliance strategies

Sales Tax

Sales tax is a government-imposed tax on purchased goods and services.

401K management

401(k) management involves optimizing retirement savings, investment strategies, and withdrawal plans effectively.

Accounts Payable Management

Efficiently managing your accounts payable is essential for smooth business

Audit Preparation

Prepare for audits with organized documentation, clear processes, and proactive compliance strategies

Sales and Use Tax

Sales tax is a government-imposed tax on purchased goods and services.

1099/1096 Preparation and Filing

Efficient 1099/1096 preparation and filing ensure accurate tax reporting and compliance.

Book Cleanup

Enhances organization, reduces clutter, and improves accessibility for efficient reading.

Annual Tax Preparation

Annual tax preparation ensures accurate filings, maximizes deductions, and minimizes audit risks.

Accounts Receivable Management

Managing your accounts receivable is key to ensuring business has the cash

Financial Statements

Accurate financial statements are the cornerstone of sound business decision-making and

Tax Consulting

Navigating the complexities of tax regulations and maximizing tax savings can be challenging for businesses.

Expert Advisor

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Tax Consulting

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Financial Planing

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