What we Do
Plans & Pricing
Cash flow planning and predictions
Budgeting, Forecasting and Variance Analysis
Competency in answering financial/accounting questions
Review contracts and help work with Banks for loans
Development of financial processes and metrics
Financial management of growth and rebound phases, including acquisitions and expansions
Strategic direction, forecasting, and solutions
Tax planning and audit facilitation
Wealth preservation and wealth creation guidance
Workflow assessment and mapping
Internal Controls to reduce the risk of fraud and theft
Bank, PayPal, merchant account, and credit card reconciliation
Invoicing, accounts receivable management, and collections
Bill pay, and accounts payable management
Preparing Financial Statement
Adjusting journal entries
Sales tax reporting and payment
Customer and vendor management
Workers compensation audit
Year-end and quarterly tasks
Evaluate your software and accounting needs.
Recommend software and hardware requirements.
Set up a chart of accounts and payroll, accounts receivable, inventory, accounts payable, etc
Upload Product and services items, inventory parts, non-inventory parts, other charges and sales taxes
Enter opening accounts receivable and accounts payable balances
Enter your ending statement bank balances and outstanding checks & deposits in transit as of your starting date
Provide overview training for software.
Tax planning and consulting
Prepare and file individual tax returns
Insure tax returns are free of error to prevent any issues with IRS.
Help show you how to adjust your payroll withholding to get more money back each week.