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SPECIALIZED SERVICES

Specialized ServicePayroll Calculation and Filing

  • We calculate your payroll when you need it, not any later.
  • We will file all Payroll Tax Reports, including companies with out of state employees.
  • We setup your EFTPS so that Federal Tax Payments are automatic and you avoid Penalties.
  • We guarantee our filing accuracy.
  • Sales and Property Tax Calculation and Filing.
  • We review your property tax information for inaccuracies.

Business Planning

  • Startup Application Process
  • Contractor vs. Employee issues
  • Entity Choices
  • Business Succession options
  • Employment Benefit Plans
  • Health Insurance for small companies

Personal Financial Planning

  • Mortgage Applications
  • Retirement Plans
  • Social Security Benefits
  • College Financial Aid
  • Estate Planning
  • Divorce Planning
  • Personal Financial Statements

MANAGEMENT REPORTING

Budgeting
No business owner should be without an accurate knowledge of where their money is being spent. With budgeting reports you can make intelligent business decisions about how to reduce expenses, and where you can spend a little extra.

Cash Flow
Our Cash Flow report will enable you to know where your money is coming from. This will help you know what parts of your business are producing the best income and which parts may need help to be as lucrative as possible.

Financial Statements
Watch your bottom line every month, quarter or year. These robust reports can give you the kind of details that will help you steer your business into the future.


BUSINESS & MORTGAGE LOANS FOR SELF-EMPLOYED

Let us help you get approved for a loan. Once your QuickBooks files are setup, it’s easy for us to create professional reports for you to take to your bank. Get the money you need right away by letting us help you organize your financial's.

  • Cash Flow Projections
  • Small Business Administration Loans
  • Business Valuations

 
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