Accounting & Bookkeeping
Monthly Bookkeeping
- Accurate transaction recording
- Bank and credit card reconciliation
- Financial statement preparation
QuickBooks Services
- Setup and customization
- One-on-one training sessions
- QuickBooks file review and cleanup
Financial Reporting
- Profit & loss statements
- Balance sheets and cash flow reports
- Custom reports for business insights
Payroll Services
Payroll Setup & Management
- Payroll processing for employees and contractors
- Direct deposit and tax filings
- W-2 and 1099 preparation
Compliance & Reporting
- Federal and State payroll tax filings
- Year-end payroll summaries
- Audit-ready documentation
Business Formation & Consulting
Entity Formation
- LLC, S Corp, C Corp setup
- EIN registration and state filings
- Operating agreements and bylaws
Strategic Consulting
- Tax structure optimization
- Retirement planning (401k, SEP IRA)
- Executive fringe benefits and employee plans
Financial Planning
For Individuals
- Retirement planning and tax-efficient investing
- Estate and inheritance tax strategies
- Charitable giving and deduction planning
For Businesses
- Budgeting and forecasting
- Cash flow management
- Business valuation and succession planning