Bookkeeping

Owners of small to medium size businesses face a variety of challenges but one of the most common is a lack of time to spend on strategic planning that leads to true business growth. Our write-up services address this very common challenge.

Bookkeeping services:

Bank account reconciliation | Expense coding | General ledger maintenance | Financial statement preparation

Payroll

Processing your payroll can be a time-consuming process ensuring compliance with all state & federal requirements, our monthly payroll service is designed to alleviate the stress and provide you peace of mind.

Payroll services:

Payroll tax deposit calculations | Payroll tax filings | Annual W2 & W3 reporting / 1099 reporting

Tax Planning

Whether you are a business owner looking for ways to reduce your tax burden or an individual looking for ways to maximize tax savings, we are here as a partner to ensure we help meet your financial goals.

Tax Planning services:

Tax reduction strategies  |  Fixed asset analysis  |  Deferred plans –  analysis & recommendations  |   Employer /Employee plans