Certified Public Accountant

Services

Providing accounting, tax, and advisory services to family-owned business and individuals.

Areas of Practice

 

accounting services

We offer a wide range of accounting services tailored to meet the business goals of your company. We can provide day-to day CFO duties, data entry/bookkeeping services, account reconciliations, and financial statement preparation. 

All services are performed in a timely manner in order for business owners to review the financial numbers and to make financial decision in real time. 

We provide management scorecards so you can determine if your business is meeting its financial KPI's.


PAYOLL PROCESSING

Payroll needs vary from one client to the next, so we cater to each client’s individual needs.

Our payroll service includes registration with multiple jurisdictions, check processing, direct deposit, and after-the-fact payroll.

We will handle all monthly, quarterly, and annual payroll liability remittance, as well as benefits, retirement plan contributions, child support, and other wage garnishments.



Tax PReparation

We prepare all federal, state, local business, and individual income tax returns. Our main priority is to minimize your tax liability by utilizing all parts of the tax code that pertain to you and your particular tax situation. 


CASH FLOW ANALYSIS

Cash flow is an important aspect of business. We pride ourselves on fulfilling this needed aspect for our clients.

We provide our clients with a cash flow analysis on a daily, weekly, and monthly schedule and also a forecasted cash flow statement. This is an important tool for our clients so they can understand how and when their cash is leaving the business, as well as when the cash comes into the business over a specific time period.



TAX CONSULTING

The tax code is constantly changing. These changes can be minor and other times can include a large overhaul of the tax code. Our job is to make sure that we are providing tax planning to all our clients throughout the year so that there are no "surprises" at tax time.

In addition, you may have opportunities or events that occur during the year. We may need to address these immediately to determine how they will impact your tax situation.

Tax planning is performed for both individuals and corporations.


Budgeting

All businesses need to have a budget. We will help build, maintain, and reconcile your budget on a monthly basis. This provides a great management tool or KPI to show management if they are hitting the budget.