• Service Description: Detailed, accurate record-keeping to support day-to-day business decisions and maintain financial clarity.

• Details:

  • Transaction Tracking: Organize income, expenses, and bank reconciliations to maintain accurate records.

  • Monthly Financial Statements: Provide basic profit and loss statements, balance sheets, and cash flow reports every month.

  • Expense Categorization: Classify business expenses for easier tracking and potential deductions.

  • Software Integration: Support for QuickBooks, Xero, or other accounting software preferred by the client.

  • Customizable Service Levels: Choose from weekly, bi-weekly, or monthly bookkeeping based on your business needs.

• Benefits:

  • Reduces financial stress by keeping accounts accurate and compliant.

  • Enables a clear view of financial health with easy-to-understand reports.

  • Time savings and peace of mind knowing all records are up to date.

• Service Description: Comprehensive accounting support, from financial reporting to assistance with preparing data for ease of tax filings, for small businesses and nonprofits.

• Details:

  • Financial Statements and Reporting: Provide comprehensive reports for client review 

  • Compliance: Ensuring compliance and maximizing available credits and deductions.

  • Audit Preparation and Support: Organize and prepare records for audits or lender requirements.

  • Revenue and Expense Analysis: Identify patterns and opportunities for cost savings or revenue improvement.

• Benefits:

  • Confidence that compliance issues are handled efficiently.

  • Clear, actionable insights for smarter financial decision-making.

  • Simplifies end-of-year reporting with ready-to-go records and financial summaries.

• Service Description: High-level financial strategy and oversight for businesses ready to take their growth to the next level without the cost of a full-time CFO.

• Details:

  • Financial Strategy and Planning: Develop financial goals, set budgets, and track KPIs to align with business objectives.

  • Cash Flow Management: Create projections and manage cash flow to ensure the business meets operational and growth needs.

  • Budgeting and Forecasting: Provide in-depth budgeting and financial forecasting, with regular updates to adapt to changing business conditions.

  • Performance Metrics and Analysis: Track profitability, efficiency, and growth metrics, with insights to improve financial health.

• Benefits:

  • Supports strategic growth with expert financial planning.

  • Improves profitability through focused cost management.

  • Minimizes risk by preparing the business for financial fluctuations and opportunities.

• Accounts Receivable Management Services: Improve cash flow and reduce outstanding balances with our Accounts Receivable Management services. We handle all aspects of invoicing, tracking payments, and following up on overdue accounts, allowing you to focus on business growth. Our team ensures timely reminders, accurate records, and streamlined billing, so you get paid faster and maintain strong client relationships. 

• Accounts Payable Management Services: Stay on top of expenses with our Accounts Payable Management services. We manage vendor invoices, verify bill accuracy, and ensure timely payments, helping you maintain a good standing with suppliers and avoid late fees. By keeping your accounts payable organized and up to date, we help you manage cash flow effectively and provide accurate financial insights for decision-making. 

• Payroll Management Services: Make payroll effortless with our comprehensive Payroll Processing service. We handle payroll calculations, tax withholdings, direct deposits, and ensure compliance with current regulations. Our service takes the complexity out of payroll, minimizes the risk of errors, and frees up your time, so your employees are paid accurately and on time—every time.

• Notary Services

• Registered Agent Services

• Tax Preparations

Starting a new business can be both exciting and overwhelming, especially when it comes to navigating the necessary paperwork and legal requirements. Our Startup Services are designed to take the confusion out of the process, ensuring that your business is set up correctly from the very beginning. Here’s how we can help:

1. Business Formation Guidance

   • Assistance in choosing the right business structure (LLC, Corporation, Sole Proprietorship, etc.) based on your needs.

   • Filing of necessary formation documents with state and local agencies.

2. Registration and Compliance

   • Help with obtaining Employer Identification Numbers (EIN).

   • Guidance on registering for necessary licenses and permits.

3. Financial Setup

   • Establishing business bank accounts.

   • Setting up accounting systems for smooth financial management.

4. Customized Business Plans

   • Assistance in drafting a business plan to help secure funding and guide your business growth.

5. Legal and Regulatory Assistance

   • Ensuring compliance with local, state, and federal regulations.

   • Introduction to key legal considerations for new businesses.

6. Ongoing Support

   • Continued access to expert advice as your business grows.

   • Regular check-ins to ensure your business stays compliant and on track.

With our Startup Services, you’ll have the peace of mind that comes with knowing you’re starting your business on a solid foundation. Let us handle the details so you can focus on building your dream.