Accounting
Accounting
Taking advantage of our accounting service frees up your time to do what you do best – focus on your business. We love keeping the books tidy so that we can provide you valuable insight and save you money on taxes.
This service is the right fit for your business if you’ve never had a set of books before, you have a set of books but you’re not sure what kind of shape they’re in, or you’ve been using a bookkeeper for data entry but you want more.
- Flat Monthly Fee – Our billing structure eliminates hourly billing surprises and encourages an open flow of dialogue between us and our clients.
- Transaction categorization
- Reconciliation of bank and credit card accounts.
- Presentation of monthly financial statements including the P&L and Balance Sheet.
We also prefer to bundle tax and advice services in with the monthly fee as part of a total business success package.
Tax Services
Tax Services
Avoid surprise tax bills with our proactive tax planning and strategy service. Make April 15th just another day knowing that you’ve saved all you can and no large surprise bills are coming.
We work with you all year long to maximize deductions and credits to lower your taxes.
As a member of the AICPA and the ncaCPA, we’ve got access to the most up to date information on new tax law and are constantly seeking out tax saving strategies.
Advice
Advice
Our advisory services go hand in hand with our accounting services. We’ll dissect your financials to give you valuable information about your business performance.
- Revenue Trends – We monitor revenue month to month and year over year to track growth. This helps forecast where you could be six months or even years down the road.
- Key Performance Indicators – we track KPI’s relevant to each of our clients to see how their business is performing compared to others in the same industry. This helps identify expense areas that might be out of line with industry standards and hindering profitability.
Budgeting – We help you decide how much cash you should leave in the business accounts to cover operating expenses, and which spending areas you could cut back on.
Startups
Startups
Making sure you cross all the t’s and dot all the i’s when setting up a new business can be difficult. There are many choices to make that could have a huge impact on your tax bill and the success of your business. Let us help you come up with a game plan and do it right the first time.
Advise on business structure and help you make applicable elections.
Register your business for federal and state ID numbers.
- Inform you of curveballs you might not have considered such as annual reports, sales taxes, and payroll.