Services

SERVICES

Accounting Services

Details, by definition, are tiny and easy to miss – an important detail neglected can quickly undermine business success.

We provide a full range of accounting services, saving you the cost of a full-time accountant, bookkeeper or financial analyst. Company owners often serve as the accountant, wasting valuable time and preventing them from focusing on their primary responsibility of growing the business; while nonprofits and especially churches, often have to rely on volunteers to maintain their financial records. Both situations can lead to inaccurate and often untimely reporting. As these organizations grow, they may hire a full-time bookkeeper, but generally can’t afford an experienced financial professional on staff to maximize accuracy, efficiency and profitability.

  • Outsource CFO or Controller
  • Financial Statement Compilation or Review
  • Bookkeeping
  • QuickBooks Consulting
  • Preparation for Financial Audits
  • Cash Flow Budgeting & Analysis

Tax Services

With constantly changing rules and regulations, its difficult to feel sure you are in compliance.

We keep current on the latest tax rules and legislation. With that knowledge, we work to minimize your tax burden regardless of how your business is organized. Although churches and other nonprofits are exempt from taxation, regulations governing management and operations can be confusing, financial audits are a certainty, and the penalties for noncompliance with federal and state requirements can be even more severe than those that apply to income taxes.

  • Federal and State Exempt Status for Nonprofits
  • Nonprofit Annual Federal and State Filings
  • Individuals & Self-Employed
  • Partnerships & Corporations
  • Business Entity Selection

Consulting Services

We help you identify missed opportunities to increase profitability and growth.

The goal of all of our services is to save our clients time and money. We work closely with business owners and/or management to help you understand your financial picture, find ways to improve profitability, and save time. Beyond tax and accounting services, there are other ways we can assist you in making the most of limited resources, stream-lining operations, or relieving burdensome paperwork. We do this by utilizing technology available in house or online. We are also available for simply responding to information requests, and assisting with the completion of forms and applications.

  • Digitization of Paper Filing Systems
  • Conversion to Cloud File Storage
  • Business Start-up Consulting
  • Periodic Financial Reporting
  • Third-Party Correspondence and Forms