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Accounting and Bookkeeping

  • Keep Track of Finances: Record all business transactions for clear financial tracking.

  • Manage Invoices: Create, send, and track customer invoices and payments.

  • Organize Receipts: Collect and organize receipts for easy access and review.

  • Monthly Reports: Provide easy-to-understand monthly financial reports.

  • Bank Reconciliation: Ensure accuracy by matching financial records with bank statements.

  • Expense Tracking: Monitor and categorize expenses for budget management.

  • Tax Ready Books: Maintain up-to-date books for simple and stress-free tax filing.

  • Cash Flow Management: Help understand and manage cash flow to cover expenses.

Payroll Solutions

  • Employee Payments: Ensure accurate and timely payments for employees every pay period.

  • Tax Deductions: Calculate and withhold the correct taxes from employee paychecks.

  • Benefits Management: Handle employee benefits, including health insurance and retirement plans, ensuring proper deductions and contributions.

  • Pay Stubs and Records: Provide detailed pay stubs and maintain accurate payroll records.

  • Direct Deposit: Offer direct deposit services for seamless employee payments.

  • Compliance: Ensure payroll compliance with all federal, state, and local regulations.

  • Year-End Forms: Prepare and distribute W-2 and 1099 forms for employees and contractors.

  • Payroll Reports: Generate regular reports to provide a clear overview of payroll expenses.

Tax Strategy & Planning

  • Tax Savings: Identify ways to reduce your tax liability to keep more of your earnings.

  • Deductions and Credits: Find eligible deductions and credits to minimize your tax burden.

  • Tax Compliance: Ensure compliance with all tax laws and regulations to avoid penalties.

  • Tax Filing: Prepare and file your business taxes accurately and on time.

  • Strategic Planning: Develop a tailored tax strategy to align with your business goals.

  • Quarterly Estimates: Calculate and manage quarterly tax payments to prevent year-end surprises.

  • Tax-efficient Investments: Advise on investments that provide tax benefits and meet your financial goals.

  • Entity Structure: Recommend the best business structure for tax efficiency.

  • Retirement Planning: Suggest retirement plans and contributions that offer tax advantages.

  • IRS Representation: Represent you during IRS audits or tax-related issues, ensuring peace of mind.

Financial Planning & Management 

  • Budget Creation: We help you create a detailed budget to manage your business finances effectively.

  • Cash Flow Analysis: We analyze your cash flow to ensure you have enough money to cover expenses and plan for growth.

  • Financial Goals: We work with you to set realistic financial goals and develop strategies to achieve them.

  • Investment Advice: We provide guidance on where to invest your business profits for maximum returns.

  • Risk Management: We identify financial risks and suggest ways to minimize them to protect your business.

  • Debt Management: We help you manage and reduce business debts to improve your financial health.

  • Profit Maximization: We analyze your operations to find ways to increase profits and reduce costs.

  • Financial Forecasting: We project your future financial performance to help you make informed business decisions.

  • Savings Strategies: We recommend strategies to build and maintain savings for future business needs.

  • Regular Reviews: We conduct regular reviews of your financial plan to ensure it stays aligned with your business goals.

Specialized Services

  • Financial Fraud Detection: Identify and mitigate financial fraud to protect your business and ensure the integrity of your financial operations.

  • Internal Audit: Conduct comprehensive reviews of internal controls and processes to identify areas for improvement and ensure industry standards compliance.

  • SOX Compliance: Assist in achieving and maintaining Sarbanes-Oxley Act (SOX) compliance, ensuring accurate financial reporting and robust internal controls.

  • Managing payroll can be time-consuming and complex. My payroll services streamline the process, ensuring timely and accurate payroll management. From calculating wages and deductions to handling tax filings, I take care of your payroll needs, allowing you to focus on your business

Business Formation

  • Entity Selection: We help you choose the best legal structure for your business (e.g., LLC, Corporation, Partnership).

  • Registration: We handle all the paperwork and filing requirements to officially register your business.

  • Licenses and Permits: We ensure you obtain all necessary licenses and permits to operate legally.

  • EIN Application: We apply for your Employer Identification Number (EIN) from the IRS.

  • Business Plan Assistance: We assist in creating a solid business plan to guide your startup process.

  • Bank Account Setup: We help you set up a business bank account to keep your finances organized.

  • Compliance Guidance: We provide ongoing advice to ensure your business remains compliant with state and federal regulations.

  • Operating Agreements: We draft operating agreements or bylaws to define the management structure and operational procedures of your business.

  • Tax Setup: We set up your business for proper tax reporting and compliance from the start.

  • Consulting and Support: We offer continuous consulting and support as your business grows and evolves.

Our Services

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