SERVICES

Our Services

 

We are most effective in delivering success in the following areas:

  • Personal Tax Filings
  • Corporate & LLC Taxes
  • Quarterly Estimated & Payroll Taxes
  • Workers Comp Recapture
  • Business Plan Dev
  • State Sales Tax
  • Business Tax Strategies
  • Monthly Bookkeeping
  • Exit Planning
  • Audit & Pre Audits
  • Company Formation
  • Payroll

The cost of hiring a full time bookkeeper or accountant can range from $28,000 to $57,000. A full time CFO $120,00! Plus you’ll have to pay for benefits and bonuses. We have a service to meet you needs and provide you with the experienced support at a fraction of that cost. Fixed cost at full service.

Here’s What you get with our Professional Tax & Accounting Service
  • More time to focus on new services, new customers and core business issues. Let us focus on the numbers so you can focus on the business.
  • Better understanding of the financial side of your business, so you have fewer surprises and more control over your money.
  • Improved decision-making capabilities from clearly seeing the hard and true numbers of your business. Our clients typically meet with us on a weekly or monthly basis.
  • A readily available sounding board to help you with those tough business decisions and help you clarify your business plans. No questions are off limits.
  • The comfort from knowing that a professional is overseeing, protecting and constantly improving the financial side of your business.
  • A professional who establishes strong financial control in your business to reduce employee theft and increase profits.
  • Training and managing your accounting staff. We can be your back office staff, or we can manage your staff for you.
  • Improved quality and timeliness of financial information. All financial reports and Key Performance Indicator (KPIs) are presented within days of the closing of the month.
  • Budgets preparation and monitoring are performed by us on a monthly basis. Forecasts are updated to reflect actuals.
  • Profitability analysis by service or product line. Which products should we focus our sales efforts on? Where should we increase our margins?
  • Tax planning is extremely important for a growing business. Our team monitors your tax situation to ensure funds are set aside for taxes.

If that is not enough, we can also provide the following:
  • Cash management, the key to financial success. Our goal is to build a cash reserve equal to 10% of your annual revenue if you are a service company, or 10% of your gross profit if you are a manufacturing company. How much stress would that remove from your life.
  • Trend analysis. How is your company performing compared to the industry, to the forecast, to prior periods? Our team will break that down for you.
  • Assistance in defining long-range plans and the quantification of goals.
  • Liaison with bankers, attorneys, vendors, insurance agents, etc.
  • Assistance in obtaining financing from banks, including assistance with negotiations.
  • Review/negotiation of insurance policies.
  • Development of company accounting procedure manuals.
  • Analysis of equipment purchases, expansions,etc.
  • Mergers and acquisitions assistance.
  • Custom designed collection policies and procedure

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