TAX ACCOUNTING

Tax planning and preparation. We stay up-to-date on all the regulatory and legislative developments so you don't waste time and energy trying to make sense of all the accounting complexities.  Contact us today and see how we can help you.                                      Back to top

FINANCIAL ACCOUNTING

Financial statement preparation. We can prepare the statements for you or review, audit and clean up your books to ensure accurate and timely statements. We stay up-to-date on all the regulatory and legislative developments so you don't waste time and energy trying to make sense of all the accounting complexities. Contact us today and see how we can help you.                                                           Back to top

MANAGEMENT ACCOUNTING

We stay up-to-date on all the regulatory and legislative developments so you don't waste time and energy trying to make sense of all the accounting complexities. We specialize in Job Cost Reporting, ROI (Return on Investment), and Industry specific reports. We can set up your system and provide timely reports. Also see our Leadership and Management section.                                        Back to top

PAYROLL PROCESSING 

We provide full cycle payroll processing services. We can do weekly, biweekly, semi-monthly or monthly payroll. Our services include time tracking, payroll set up, automated filings and tax payments; all payroll reporting including year end W-2's and 1099 Misc. forms. We are experienced with Labor Laws, including Union Wage regulations.

Additionally, we can set up QuickBooks payroll, including TSheets to track your time easily on any device.  This also allows for easy job costing for payroll and sub-contractors (1099-Misc.) Also see our QuickBooks set up and Human Resources section.

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HUMAN RESOURCES

Our advisors are up-to- date with Labor Laws. They can assist with recruitment, selection, promotion, advice, training, testing, and performance evaluations. We also provide administrative services such as, employee file set up, handling Worker's Compensation Insurance claims, administration of benefits, and 401K reporting form 5500. Also see our Payroll section.                                                  Back to top

AUDIT-  REPRESENTATION

Our advisors provide individualized services to help alleviate your financial uncertainty and stress. With many years of experience, our experts have the knowledge and expertise to handle any situation. We can audit your books and identify areas of concern or represent you in an audit such as, Sales Tax, Worker's Compensation and IRS audits.                        Back to top

DOCUMENT MANAGEMENT 

 As part of our services to protect your assets, mitigate risk, and ensure accuracy, we will help to set up your office structure. This service includes setting up your filing system (method of classifying and arranging records for storage and retrieval) which is a crucial part of the business. If your company is ever subject to an audit, you need to be able to produce the required documents in support of your expenses and claims. We are knowledgeable in various paperless office software programs and can make recommendations as needed. We can integrate your paper and digital files as part of your overall document management system.

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CONTROLLER, ACCOUNTING SYSTEM DESIGN

The controller provides oversight to ensure all accounting allocations are appropriately made and documented. Internal Controls (set of policies in place) are created as part of checks and balances and accountability. Management is provided with Financial Planning and Financial Analysis to assess risk and analyze efficiency. As part of our services to protect your assets, mitigate risk and ensure accuracy we will look at your accounting system design from the ground up and recommend improvements as needed.

The organizational structure (Hierarchy- Departments- Roles- Decision Making) will be reviewed and recommendations made accordingly. An organization chart can be created. A review is done to ensure compliance with laws, regulations and policies. Our goal is to strengthen your foundation, so you can focus on your business. When you win, we win together. Also see our Leadership and Management section.                                                      Back to top

WORKSHOPS

In an effort to collaborate with your company to help you reach higher goals, we offer training workshops in accounting, software, team building and leadership. We teach general business, organization and time management skills. Our workshops can be tailored to meet your industry specific needs. When you win, we win together. Also see our Software Training, QuickBooks training, Team Meetings, Leadership and Management sections. 

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MENTORING- TOGETHER WE STAND, SHARING RESOURCES

You never have to stand alone. We offer mentoring to all of our clients. We have the benefit of over 20 years experience in accounting and business and want to share it with you. We can share resources and education with you. We want to empower you and your staff to help your business grow. Mentoring promotes knowledge sharing, leadership development, skill development and employee engagement throughout your organization. We can provide you with the needed tools to help your organization share ideas, solve issues and improve productivity. Our business is to help your business succeed. Also see Leadership and Management, Workshop, Mission Statement sections. 

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