What You Will Receive:
Strategic partnership with experienced CPA and CFP® professionals
Premium CFO services to save you time and money
Access to both small business accounting and individual financial planning services
Ongoing support, accountability, and guidance
Streamlined accounting processes
Tailored services to fit your small business needs
Accounting Services for Your Small Business
Ongoing Advisory
No matter what your business goals are, our team of CPA and CFP® professionals will partner with you every step of the way. We provide comprehensive financial reports and expert advice to help you make informed business decisions and plan for sustainable business growth.
Outsourced Accounting
Our team of CPA and CFP® professionals provides premium all-inclusive accounting services to elevate your business to the next level. You are very busy with operating your business. Let us save you both time and money by offering our comprehensive accounting services to meet all your business needs.
Tax Compliance
Our team of CPA and CFP® professionals are well-versed in the ever-changing tax landscape. We provide tailored tax planning and preparation services for individuals and small businesses to help you minimize your taxes while staying compliant with tax laws.
This service is designed for business owners who want the freedom to focus on what they are best at, operating their business. We will operate as your “CFO” and will take care of all your small business financial planning and accounting needs. Some of the services included are below:
- Monthly categorization of business income and expenses
- Monthly reconciliation of business bank and credit card accounts
- Salary recommendations
- Close books at the end of the year
- Financial reports delivered quarterly
- Issue and file W-2s
- Issue and file 1099s
- Automated payroll
- Preparation and filing of quarterly payroll returns
- 3rd party verification by CPA for lending purposes
Tax planning and tax preparation are key for every successful business. Our team will prioritize lowering your tax bill in a compliant way. Some of the services included are below:
- Extensive tax planning and strategies to save you money
- Optimize business deductions
- Preparation and filing of federal and state individual and business tax returns
- Quarterly estimated tax payments
- Annual tax projection
- Set up self-employed retirement plans for small business owners
- Recommend contribution amount to a retirement plan
We will prioritize keeping your business compliant and legally protected. Let us handle the legal paperwork and documentation while you focus on running and growing your business. Some of the services included are below:
- Business Formation
- State LLC formation
- Creation of an operating agreement
- Obtain your tax ID Number (EIN)
- Obtain your D-U-N-S Number
- Create a business bank account and credit card
- Serve as a registered agent for your business
- Assistance with annual compliance filings
- File an S Corp election, if applicable
- Beneficial Ownership Information (BOI) reporting assistance