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What We Do Best

Services

we are good at what we do

We are here to assist

Our company recognized a gap in the level of personal interaction between accounting professionals and their clients, even on an annual basis. We sought to address this by prioritizing client understanding of the value of their company, recognizing that while timely reports are important, they are not useful to business owners if they do not understand what they mean for their company. Our services aim to provide comprehensive understanding of financial data, as well as an analysis of the entire picture of a client’s company and industry.

Do you tend to put off reconciling your accounts at the end of the month and next thing you know the year is over? 

Strategic Bookkeeping

Avoid payroll-related headaches by entrusting a bookkeeper to handle your payroll needs. Our services include processing payroll checks, calculating and withholding payroll taxes, maintaining accurate payroll records, and handling compliance-related tasks. We also provide payroll reports to management, ensure compliance with all payroll-related regulations and tax laws, and handle other payroll-related tasks as needed, such as garnishments and wage verifications.

Do you know your current cashflow situation or your expected annual revenue? Are you staying within your budget?

CFO Services

If this all sounds overwhelming, we're here to help. Let us make your financials accurate, easy to understand, and audit-ready. Understand your current cash flow situation and expected annual revenue, and stay within your budget. Ensure your books are audit-ready and impress potential lenders with accurate and understandable financials. We can help identify and manage financial risks such as fraud or cash flow issues. We can help analyze your current financials to develop financial strategies and budgets.

Are your books audit ready? If you are in a high risk industry such as the Cannabis, it’s not a matter of IF you will be audited, but WHEN.  

Tax Prep

Stop looking for workarounds and latest loopholes. With our tax prep services, you don't have to worry about the details. We provide comprehensive tax preparation services, including the preparation of federal, state, and local tax returns for individuals and businesses, as well as for partnerships, LLCs, S corporations, and C corporations. We also file sales tax returns, and provide tax planning and consulting, including year-end tax planning strategies to ensure that you are maximizing your tax savings.

Is your business losing money because of productivity issues or are you looking for ways to improve your processes?

Operations Assement

The operations assessments are to help businesses identify potential losses due to lack of productivity, compliance, techstack, training, morale, etc. Then we provide suggestions for improvement based on that assessment. The difference between on-site and off-site, is on-site, we do assess executive level all the way to employee level that includes interviewing & observing the day-to-day processes & workflows, compliance, morale, etc. The off-site assessment is more focused towards the techstack, workflows, training/SOPs, benefits, etc. to identify potential improvement.

Are you one of the many owners that started your business knowing you’d have to do it all for a while?

Consulting Services

Many owners start their business knowing they will have to do it all for a while. We know how hard it is to juggle all of the roles of your company. Many owners are unsure about the current state of their financials. We can help with many aspects of your company from finding the best software for your business to which taxes/licenses your business requires. Owners can focus on their product while we focus on the financials.

Does your business take the right taxes out for clients that are located elsewhere?

Sales & Use Tax Services

What is Excise tax?
Do you know which Tax department to file with? Does your company require a Sales Permit? When should you be filing your Sales & Use Taxes? When should you be collecting sales tax from your customers? How many more taxes are there? Lost on how to make payments online? We can help answer all of these questions for your company.

Are you not sure if your worker should be an employee or a 1099 contractor? 

Payroll Services

We can help you determine the appropriate classification for your workers as employees or 1099 contractors. Our team can assist you in calculating and withholding federal taxes and unemployment contributions. We also provide support in fulfilling filing requirements such as the 940/941 taxes. With our expertise and integration solutions, we can streamline and automate your payroll processes for greater efficiency.

we have no limits

Why Choose Us

we aren't afraid of trying new things

Construction

Do you frequently ask yourself, “Did Project A get completed on budget?” or “Did I pay that contractor?” Two words, Cost Accounting. If you aren’t doing project cost accounting in this industry you need to start RIGHT NOW.

You need to know which expenses were for which project and if you finished on budget. You also need to make sure you are paying your employees/contractors accurately. Let us take care of the structure in your books so that you can take care of the structure in your projects.

we aren't afraid of trying new things

Service Industries

We have assisted many businesses in the Service industry; ranging from Cleaning Services to Marketing Services. Sales tax can sometimes be confusing for owners in these industries as far as when to charge their customers and when they’re required to file their Sales & Use tax. We help with more than just taxes, but with their CRM (Customer Relationship Management), and their Payroll.

we aren't afraid of trying new things

Food & Beverage

This industry has been the backbone for so long and yet we feel it is also the least assisted when it comes to guidance. With all the changes COVID-19 brought with it, these companies have struggled the most. We personally love eating out and having drinks with friends so we miss the frequency in this industry. We’re happy to help brainstorm new pivots to your business on top of helping with your financials and payroll.

we aren't afraid of trying new things

Cannabis/CBD

We have helped various industries, but our passion is in helping the industries we feel need guidance the most. Cultivators have so much potential and yet they tend to get the least guidance. We believe in a healthier life and in order to help make that happen we help various businesses in the Cannabis/CBD industry so they can help others. We assist with compliance, flower calendars, proper accounting for 480E/471, being audit ready on a monthly basis, and so much more.

Ready to get started?

Our professional bookkeeping services can give you the peace of mind you need to focus on growing your business. Contact us today to schedule a consultation and see how we can help you streamline your finances and improve your bottom line.

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