Services


ACCOUNTING & BOOKKEEPING

Make your accounting processes and systems easier and more streamlined. In our first consultation (online or in-person), we will walk through your current system and identify any pain points or weaknesses. After recommending a personalized bundle of services, we will assist you with cloud system setup along with any necessary file conversions to achieve a paperless office. From bookkeeping to accounts payable and receivable, your systems will be integrated, more organized, and accessible anywhere. Our accounting systems can be suited to work for startups, fast-growth organizations, mature enterprises, franchisers, and so on.

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INDIVIDUAL & BUSINESS TAX PLANNING

There is more to taxes than preparing and filing returns. To make genuine progress towards achieving your goals and professional milestones, you will want to avoid unwanted surprises come tax time or year-end. This requires strategically planning your financial affairs and business decisions ahead of time and taking their tax implications into consideration. Our accountants and advisors have worked with small businesses to employ effective strategies as well as proactive individuals who want to secure the financial well-being for their family’s future. Running a business is complex enough. Let us alleviate your concerns about tax law, accelerating deductions or credits, charitable deduction scenarios, and all of the various incoming and/or expiring tax breaks.

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BUSINESS ADVISORY

Your back-office functions can be taken completely off your to-do list. We can help you be more streamlined and efficient in today’s new age of business. We can be your online bill payer, transactional accounting department, controller, or your full-out Virtual CFO.

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