Accounting Services

We provide practical accounting solutions to small businesses.  As a small business owner, you're focused on maintaining and growing your business, leaving little time to prepare the financial statements, budgets, and critical analysis needed to gain meaningful insights about your business. We're here to free up your time, so you can focus on other priorities.  

We understand the challenges you face and know the importance of maintaining accurate records in a timely and efficient manner.  

As accountants and technologists, we have years of experience of using, configuring, and managing a wide range of management systems; organized below by function. 

  • Accounting Systems
    • BlackLine
    • Freshbooks
    • Quickbooks Desktop
    • Quickbooks Online
    • Sage
    • SAP BusinessObjects Financial Consolidation (BFC)
    • Wave
    • Xero
  • CRM
    • Microsoft Dynamic
    • Salesforce
    • Zoho CRM & Analytics 
    • ERP Systems
      • NetSuite
      • Oracle PeopleSoft
      • SAP ECC
  • POS & Inventory Management Systems
    • Erply 
    • SAP ECC
    • Shopify
    • Stitch Labs
    • LightSpeed Retail 
    • Toast
 
 
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Tax Services

We work relentlessly for our clients through quality tax preparation and proactive tax planning services.  Our clients include businesses, independent professionals, individuals, and families. 

Don’t risk overlooking tax deductions and credits that could save you thousands of dollars. When we prepare your business and individual tax returns, you can have increased confidence that your tax and financial filings are meeting legal obligations.  We offer practical, proactive and innovative solutions to tax planning that put your business or personal needs first. Our firm provides our individual and business clients with the taxation expertise and knowledge that they need year round, including: 

  • Preparation of federal, state, and local tax returns
  • E-file
  • Strategic tax planning
  • Payroll taxes
  • IRS problem resolution
  • Penalty abatement
  • Alternative minimum tax planning
  • Estate and retirement planning
  • High value at a reasonable price
  • One-on-one collaboration
  • Easy and stress-free process

We are accepting new individual and small business tax clients. Contact us today for a free consultation. 

 
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Choice of Entity

One of the first decisions for a business is the choice of entity in which to conduct the business. We can help you evaluate the tax advantages and disadvantages of the various options including:

  • Sole Proprietor, 
  • Single Member LLC,
  • Multimember LLC,
  • General Partnership, 
  • Limited Liability Partnership,
  • S corporations, and
  • C corporations. 

From time to time, business owners can change to an alternate entity from a tax perspective.   As your business and tax laws change, you should evaluate if your current entity choice makes sense.  For example, there are significant planning opportunities under the new Tax Cuts and Jobs Act.   We are here to help you navigate and plan these changes.   

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Payroll Services

We will process your payroll based once your company's pay frequency.  There are a lot of payroll subscription options - your needs and your business model will help us determine which option is optimal for your business. Ranging from household employees to full staff payroll.  

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Business Financial Planning

BUILDING A BUDGET OFTEN ENDS UP AT THE BOTTOM OF THE PRIORITY LIST.

As the old adage goes, “failure to plan is planning to fail”. I’ve seen it in businesses of all sizes in a variety of sectors.  In our experience, business owners have the best of intentions. They work grueling hours. Their minds are always consumed by their ventures. They want to build a thriving business, not only for themselves, but also for their employees. However, the day-to-day, urgent activities fill up the calendar, squeezing out highly important, but less glamorous business needs such as developing a budget. Managing the finances becomes nothing more than a gut feeling and a quick check of the cash-on-hand. Not having a plan positions owners for reactive, rather than proactive management – a great way to throw money out the window!

BECOME ENLIGHTENED AND ESTABLISH YOUR NORTH STAR

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A budget is the first step in actively managing the financial health of a company and establishing reasonable goals for the budget period. The first budget exercise is often the most enlightening and difficult. It is a worthwhile, but time-consuming undertaking. Determining the most basic inputs (revenues) and outputs (expenses) can shed considerable light on the operations and help management assess where money should and should not be spent.

YOUR BUDGET WILL HELP YOU TAKE CONTROL AND CREATE CAPITAL 

A budget helps identify the capital structure of the business. How operations and growth is being funded can have a significant impact on profitability and cash-flow. The budgeting process can also be an opportunity to evaluate vendor contracts and product pricing structures.

Budgeting is the first step in taking control of your business. Once a clear process and plan is in place, effort can be directed towards proactively managing cash flow, controlling expenses and driving the bottom line.

It’s difficult to navigate without a good roadmap, but we're here to help. We have years of experience helping businesses build a budget and evaluate business results.  We use advanced tools and techniques to frame your budget, and provide enablers for you to take back to your team to establish action plans and shared ownership of the budget. 

FINANCIAL PLANNING & ANALYSIS

We develop simple to complex financial plans. We utilize a proven approach and real-world experience to forecasting your net income and cash flow.  We will work with you to review your business plans and map out drivers of your revenue and expenses, which will be used to build and refresh your plan.

We recognize that businesses today face many complex challenges which may disrupt your business. That's why we offer businesses the expertise of CPAs and financial analysts to help you achieve your business goals and navigate through these challenges and grow your business.

We provide a wide variety of business consulting services to our clients including financial management, operational support, risk management and strategic planning. We will listen to your concerns and needs, and then work with you to collaboratively develop a plan to help your business succeed.

Internal Audit Services

We provide annual internal audit planning, risk assessment, process and internal control evaluations, issue tracking, resolution and other risk management consultation. 

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Accounting is the language of business.
— Warren Buffett, Chairman of Berkshire Hathaway Corporation and the richest investor in the world