We offer a variety of services tailored to existing small business and to the newly forming business, all designed to minimize the time you worry about accounting and maximize the cash flow available to grow the business or reward the owner.

Tax Services

Tax filings are the necessary evil for most businesses and individuals as well, but the sheer volume of new tax laws is staggering and the grief from missing a due date is onerous.  In 2008, Congress passed 8 new tax bills with an estimated 800 changes to the tax code. In addition, the states have become more aggressive in their attempts to collect taxes across borders.  We can help you with federal and multi-state tax complexities and help you keep your money in your pocket. Learn more.

Multi-state Tax Returns

In addition, many states have become more aggressive about collecting taxes from non-residents. We have experience with state tax returns in about 30 states and can prepare multi-state tax returns.

New Business Formation

You need three key things if you’re forming a new business.  First is a consultation with us. Meet with us before the attorney. Often the attorney isn’t aware of all the tax implications of entity choice and can’t ask the right questions to get you on the right path. We can help you pick an entity type that puts the most cash in your pocket and the least to the IRS and when you visit the attorney, you’ll have a clear roadmap in mind from a tax perspective. Second, you’ll need a solid business plan. Without a plan, you’re wandering in the dark. Learn more. Third, you’ll need an accounting system tailored to your business and the things that make you different from the people down the street. It is critical to the success of your business to set up your accounting properly from the start so that you can track income, expenses, inventory and payroll.

Each of these steps is a big task. We’ve helped hundreds of business owners get off on the right foot and we can put you on the right path as well.

Accounting

There are two paths. You can keep your own books or you can have us keep them. We recommend QuickBooks for most small businesses and we can help you begin correctly and keep accurate books. You can also outsource your bookkeeping to us.  Accounts payable, billing, check writing, payroll preparation, bank reconciliation and reporting can be outsourced to us for less than you will pay a bookkeeper. Many businesses are paying a bookkeeper $30-40,000 per year plus benefits and much of their time is spent answering the telephone. Learn more.

Part-time CFO Services in Your Office

A part time CFO ensures financial reporting is up to date and accurate, assists management in financial decisions and managing cash, and much more. This really makes sense if your accounting department seems to be in disarray or you’ve had problems getting reports out on time.   Learn more.

QuickBooks® Services

  • QuickBooks Setup – Set up your books and make them work for you, not against you.
  • QuickBooks Training – Learn to use your QuickBooks efficiently
  • QuickHelp – Telephone Support for your QuickBooks Questions
  • QuickBooks® Payroll Setup – Set up your payroll including mid-year setup.   Learn more
  • Payroll Services – Not using QuickBooks? We can still do your payroll and make sure your payroll taxes are paid on time and properly.

Financial Statements

We will create your financial statements and explain what they mean and how to make better business decisions.

Business Planning

How fast do you want your business to grow? What kind of planning do you need to do?  A business plan is a living document where you’ve clearly defined your vision of a successful business and spelled out in detail the goals of the business and the human resources, financing sources and marketing plan needed to reach those goals.  It’s often necessary to adjust goals along the way. Without a business plan, it’s impossible to see how those changes affect the rest of the plan. We can guide you in the development of a plan for your successful business. Learn more.