Our firm has over a decade of experience in bookkeeping for businesses ranging in size from a single owner to countless staff members.
Our bookkeeping includes monthly, quarterly, and/or annual deliverables frequently needed by business owners including: financial statements, categorization of transactions, reconciliation of bank and credit card transactions, reconciliation of invoices/payments, sales tax filings, payroll processing & filing, and other recurring tasks.
Our CPA team are also available to discuss business and tax strategy on an ongoing basis, essentially partnering with you to make sure you understand company performance. Our team is also available to discuss business and tax strategy on an ongoing basis, essentially partnering with you to make sure you have a comprehensive understanding of your company’s performance. We also offer outsourced CFO services including but not limited to ACHA medical filing requirements.
From setup to monthly, quarterly, or annual reports, we are happy to complete this service for you. If you have issues with sales tax or have received a notice from the state, please send them over to us at firstname.lastname@example.org and we will address for you.
Whether your small business is an S-corp, LLC, Partnership, or C-corp, we are happy to assist you with annual, quarterly, or monthly filings. Some clients are not sure what entity type is best – just let us know if you need help with the selection & we will provide the tax-related guidance.