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Stuck?

We cut through the complexities to get to the heart of the numbers so that you can make informed decisions about your business. How?

1) Schedule your no-charge meet-and-greet.

2) Craft a plan - together, we choose only those services that fit your needs - everything you need; none of what you don’t.

3) Breathe - We work together to equip your business for success.

 

We offer a variety of services from back-office (think part-time, off-site bookkeeper) to tax planning and return preparation. The services below are offered as an a la carte selection; choose only what you need and changes can be made at any time. By using a menu-driven approach, we can accurately estimate your annual cost and break that down into a static monthly payment. No surprises.


Are you in the business of running your business? Sometimes doing what you must do takes time away from what you love to do (remember what you went into business to do in the first place?). If accounting is the thorn in your side, we can help you. We offer bookkeeping services using a hosted platform or remote connection to your on-site system, payroll processing, and bill payment.


Assistance with closing (monthly, quarterly, annually)

Have you ever taken your financials to your tax preparer or CPA at the end of the year and gotten back something quite different from what you expected?  If you do keep your own books or are large enough to employ a bookkeeper but would like an “extra set of eyes” to help look out for upcoming tax consequences, we here for you.


Business Intelligence

Once the books are closed and "clean", you get a good set of financial statements.  Now what?  You know your business and its rhythms, but is your busiest day of the week your most profitable day of the week? Do you need to carve a niche for your most profitable items but aren’t really sure of what they are or where to start looking? CPAs love to dig into numbers to listen to the story they tell. Let us find out what your numbers say.


Annual Special Assistance

Do you prepare your own 1099's?  Are you familiar with the rules this year - did they change?  Workers Compensation audits. Business Personal Property returns and audits. There are so many “little” things that can be time consuming and confusing. If you find yourself having to re-learn how to do annual tasks, we can help. We perform these services on a regular basis so we’re more efficient in getting them done.


Tax Planning and Tax Returns

Filing your tax returns should be the period at the end of the sentence, not the question mark. We approach tax requirements with a critical eye and a thoughtful plan - if we’ve been working together all year. If you fly solo or rely on what you heard on a podcast or saw on social media, that tax law may not quite play out the way you expect. We want to know you and know your tax situation so that the tax return marks the end of the year, not the end of your plans.


What are we waiting for? Let’s do this!