Your Business Overview
Our proven three step process takes your Company to the next level.
Clean-Up and Procedures
If you want to increase your profits and cashflow, we need to first set your foundations. Here we clean up your processes and procedures. If needed, we implement new processes to ensure you are getting the best data possible.
Performance and Reports
Now that we have your foundations in place, we can provide you with information rich data and reports. We provide you with up-to-date and comprehensive reports, giving you clarity on the performance of your business.
Advisory and Growth
It’s time to take your business to the next level! With your foundations and reporting set, we can now advise you on what is needed to increase your company’s profits and performance. We manage everything and give you specific action steps to stay on track and help your business grow.
Additional Services
If needed, we can add these additional services to meet your needs:
Tax Planning
Any taxpayer would benefit from tax planning, but the most opportunities arise for those taxpayers who have a more sophisticated financial picture. Taxpayers who have an interest in pass-through entities (partnerships or S-Corporations) or are beneficiaries of trusts are just some types of taxpayers who could benefit greatly from proper tax planning.
Payroll
We make payroll easy. With just a few clicks, we calculate and file your payroll taxes. From there, everything syncs automatically — time tracking, new hires, benefits plans, and more. Our customizable onboarding checklists were built to keep you organized. You can send offer letters, e-sign and store new-hire paperwork, and set up software in just a few clicks. Direct Deposit is available, often with a one day turnaround.
Legal Services
Choosing a business structure for your company is one of the most crucial first steps to starting a business. Your business entity type has legal, financial, and administrative implications, so it’s important you get started with the best entity for your situation. We provide a fast, easy and secure system to cover your entity needs.
Why it works
Our three step process works because it takes a holistic approach to your business. Since we focus on helping those in the Small to Medium sized Business Industry, we know the ins and outs of what is needed to strengthen your business. We have seen the bumps that come up along the way and are ready to get your business over them and to the next level.
Testimonials
Specializing In Accounting and Advisory Services for Business Owners.
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