Bank Reconciliation
Reconciling your bank account not only allows us to provide you with detailed tax planning, but also benefits your business; during reconciliation lost checks can be found, bank errors, and unjustified charges. If you would like the assurance that your funds are appropriately protected, our reconciliation techniques will provide you with the relief you need.
Consultations
Want to know whether we provide the services you need? Have a question about a service we've provided you? We will gladly serve your needs and provide you with answers for those perplexing questions. Don't worry; you're not the only one. This is why our firm offers unlimited consultations; we want you included in your accounting processes and be guided through understanding the services we provide...it is your business.
Employment
Quickbooks
QuickBooks is a great accounting software for all sizes and types of businesses. Not only will it help you keep track of your daily transactions and financials, but it can also help you keep your records clean and organized and easily downloadable for visitation with an accountant. The software comes with setup, training and tips so your questions are answered every step of the way.
QuickBooks Simple Start
QuickBooks Simple Start organizes your financial information all in one place, so everything is easy to find.
Key Advantages
Track of your sales and expenses automatically as you create receipts or invoices, and make deposits.
Includes everything you need to organize customer information, pay your bills and prepare for tax time.
Simple to set up, learn, and use.
New customization option lets you create professional-looking estimates and invoices with a few keystrokes.
QuickBooks Pro
QuickBooks Pro offers advanced, yet easy-to-use tools for small businesses that want to manage their finances more effectively and efficiently. In addition to all the features of QuickBooks Basic, it offers more power and flexibility.
Key Advantages
Powerful forms customization options
Tracks job cost, tracks time and allows multiple estimates per job
Allows up to 5 simultaneous users (5-User Pack only; requires local area network)
Lets you assign custom price levels to different customers
QuickBooks Premier
QuickBooks Premier offers a comprehensive set of tools that include everything in QuickBooks Pro, plus advanced tools and features that help you take your business further.
Key Advantages
Tracks sales orders
Tracks components and finished goods for more accurate inventory management
Easy upgrade automatically transfers your existing QuickBooks data
QuickBooks Online
Quickbooks Online offers the option to work remotely without downloading any software to your computer. With the Online version there is no upgrades or need to create local bakcups for your accountant. Online Quickbooks allows you to invite your Accontant to view your account through their own login.
Key Advantages
Bank Transactions can Automatically Load into the Program
Automatically Sends Invoices and Statements to Clients
Online help is always available
Small Business Accounting
With everything else a business owner must keep track of, your accounting records should be the last task to conquer on your own. At our firm, we will gladly reconcile your bank account, monitor your general ledger, provide unlimited consulting for any questions you have, and generate an income statement and balance sheet for you.
Don't need all the help we provide? That's okay we will customize to your needs and find a package of services that fit your business.
Maintaining a General Ledger
Every business transaction flows through a general ledger, but keeping a clean ledger is not always an easy task. Don't get frustrated; let us help you in the process of cleaning up your books by reviewing your ledger and fixing any discrepancies. We want your books to maintain accuracy and organization so any time you have a question we will be reachable and provide you with a helpful solution.
Payroll
Between meeting the IRS's requirements, checking employees hours, collecting and printing a business owner can easily understand the frustrations that accompany a payroll. Unsure of payroll taxes, workers compensation payments, child support, or annual bonuses? It can be as easy as giving us a call and letting us send out your payroll for you. It'll save you time and ensure accuracy along every step of the process.
Cash Flow
Your business thrives on the money going in and the money going out; at the end of the year you're hoping for that positive inflow. Let us make sure that your business never has to deal with a cash crisis by supplying your businesses cash flow projections to aid you in your budgetary plan and your outlook for the future. It doesn't have to be a game of chance; let sit down and plan out your cash flows, take a look at your credit sources, and create and maintain efficient relationships with your businesses bankers and creditors.
Bank Financing
Don't "sign off" on those loan papers with questions and insecurities. Let us answer the questions for you, create a proposal, and guide your through the process to find the best rates and repayment periods. If you go in unprepared and unorganized, chances are you will get rejected for loans you would be eligible for. We can assist you in preparing financial statements, budgets, and CPA certified executive summaries to match you with the correct loans and ensure that you're approved.
Business Valuation
Contrary to some popular thought, business valuation is not an estimated guess; rather a qualified professional judgment based on past and present data evaluated to find a realizable valuation. We will work closely with you to analyze your businesses value whether it's for personal knowledge, shareholder information, expansion proposals, or liquidation purposes we've got the assistance you need.
Business Planning
Whether you want to expand, improve current efficiency, or venture into a new business a plan will clarify direction, purpose, funding, and ensure comprehensive accuracy in your financial status and future forecasts. Our business plan services will provide you with a description of your company, it's products/services, and the current environment including competition and risks.