Services

 

Accounting Courses are offered periodically throughout the year.

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Expense Tracking

We track all of your business expenses in one convenient location. We produce accurate financial statements for your review on a monthly or quarterly basis. We will review with you, by request, and provide recommendations to grow your business.

Cash flow planning & Bill Payment

Having difficulty budgeting? Missing payments regularly that may be affecting your credit? We help you plan each month out so you can be certain that you’ll have enough money, and that your bills are all paid on time!

financial reviews

Glancing at your financial statements is not enough! If you don’t know how to read them, or how your business is doing from reading them, then they are of no use to you! We help you understand your financial statements and learn how to apply them to your business so you can make informed financial decisions!

tax planning

Do you think that your accountant is making sure you are saving as much money as possible when they prepare your taxes each year? Chances are, he/she is not. Tax planning is a separate engagement where we review your entire situation - business and personal, and see where we can save you some serious cash!

entity set up / creation

Getting ready to start a business? We’d love to help you get off on the right foot! We will set up your LLC, Partnership or Corporation, and provide all of the documentation that you’ll need to get your business licenses, business checking accounts, and more! We’ll even help you select the entity that is right for you!

All-Inclusive Payroll

We offer weekly, bi-weekly, semi-monthly and monthly payroll services. We offer direct deposit for all payroll, at no additional fee. We take care of all of your payroll taxes and payroll tax filings per your specific IRS and State requirements.

Premium fund account audits

Pesky premium fund account audits are a necessary, but painful part of your insurance business. Skip the struggle, and let us handle the audit. We will provide all documentation required by your agency, and will complete the audit to the standards required.

financial coaching/consulting

Want to do your own bookkeeping, but are not sure how or where to start? We will teach you how to set up your file for success. We will show you how to complete your accounting with minimal errors so that you can rest easy knowing that you can rely on your accounting figures.

tax preparation

Just as it sounds, we will prepare your taxes for you! You provide the documentation from the IRS, State, your job, your banks, etc. and we’ll give you completed tax returns! If you participate in our Financial Consulting programs, we’ll even review your business financials to ensure you’ve been following our program correctly!