We are a leader in providing
affordable monthly accounting services to small businesses. For a fixed
monthly fee, we provide the following:
Monthly Financial Statements - Each month we provide you with an
income statement, balance sheet, comparison of current year to prior
year results, summary of the last twelve months results, bank
reconciliation and general ledger. We give you the tools to analyze
your business and be more successful.
Review of Your Internally Generated Financial Statement - We
provide monthly analysis and adjustment of your in house
Quickbooks accounting systems, with software support and training
available at your request. We help make your accounting system work for
you. Our staff can assist you in customizing your invoices, reconciling
your bank accounts, recording credit card payments and much more. A
financial statement is provided along with adjusting entries, so your
internal accounting system reports updated, accurate business
information.
Timely Preparation of all Payroll and Sales Tax Returns - We
prepare all payroll tax and sales tax returns. These include Forms
941, 940, TX C-3, W-2s, W-3s, 1096 and 1099. We help you avoid costly
penalties and stay in compliance and out of trouble with the taxing
authorities.
Unlimited Consultations - We will be happy to answer any tax or
accounting questions you may have. You may call us, e-mail us or come
into our office for a visit. We do not charge extra for these
consultations because we want to encourage communication between us. It
is through communication that we can save you money and help you
succeed.
Tax Planning - Visit the tax tips, monthly newsletter and
monthly messages section of our web site for tax saving ideas. We
offer information on new tax laws when significant changes are made and
we send you a year-end reminder letter of actions you should take to
close the year and minimize your tax burden. Most important, we review
your business and personal tax situation with you at least annually and
give you valuable tax planning and tax advice.
Pick Up and Delivery of Your Accounting Records - We will visit
your office each month to pick up your accounting records and deliver
the prior month's financial statements. If you need your financial
statement sooner, we offer ten-day turn over service for a small
additional charge.
In addition to our standard suite of monthly accounting services, we
are a full service Certified Public Accounting firm and provide a wide
array of accounting and tax services for the small business. They
include:
- Preparation of business and individual income tax returns.
- Installation and consulting support for Quickbooks accounting systems
- Preparation of budgets and breakeven analyses
- Business valuations through our associates
- Assistance with SBA financing.
- Assistance with incorporating.
- Tax planning for both businesses and individuals.
- Small business set-up
