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Experience a new class of accounting firm

Leading entrepreneurs to success…with passion and accountability

Expert Financial Services Provided by our Friendly & Professional Staff

 

QuickBooks® Online

The engine that powers financial insight

QuickBooks Online (QBO) is the solution of choice to handle your day-to-day accounting and bookkeeping needs. Our team relies on QBO to organize and analyze your data—and provide deep insight into your financial position. Let QuickBooks Online be the engine that powers your success.


 

BOSS™

You've got an advisor all year long

Our Back Office Support System for business.

 

BOSS™ is our all-inclusive solution that allows you to hand over your complex, time-consuming accounting work to our team. We serve as your "internal" accounting department, handling everything from paying bills, filing returns, producing financial statements and much more. Even better, with BOSS you get a year-round advisor to guide you toward financial success.

Review the levels below and contact us to determine which is best for you. 


 
General Ledger    
Reconcile bank accounts
Reconcile electronic transactions into QuickBooks
Reconcile credit card accounts
Payroll    
Prepare payroll
Submit payroll taxes to agencies
Prepare payroll tax returns
Provide employee access to electronic paystubs
Provide employer access to electronic pay records
Prepare W-2s
Pension Remittance
Accounts Payable    
Process bills and vendor payments
Track credit card expenses and receipts
Process employee expense reports
Provide digital access to paid bills
Tax    
Tax preparation
Coaching    
Prepare quarterly financial statements
Prepare monthly budget reports
Review pension compliance
Review other employee deductions for compliance
Tax planning
Company Goal Progress Checkups
Quarterly video conference to review key performance measures

 

Tax Planning and Return Preparation

Put a little strategy in your tax planning

Let our tax experts put a strategic plan in place to help mitigate your tax burden. Tax work is a year-round effort—requiring concentrated planning throughout the year to ensure you are in a good position at tax time. Allow us to develop a tax plan that works for your unique needs, as well as handle tax preparation for you.


 

Succession Planning

Let us be your advisor from beginning to end

A well-designed succession plan is critical in the evolution of a business, whether that is from one generation to the next in a family-owned business or in the future sale of the business. There are many considerations involved in finding the right succession plan for your situation, including your vision for retirement, the value of your business, potential successors or buyers, exit strategy, and the timeline in which you are wanting to complete the process.

Our expert team will meet with you to understand your personal situation, and then we will work to craft a succession plan that addresses your specific needs and future objectives.


Our Vision

To impact the lives of all those we touch so they discover their greatest potential.

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Certified Expertise

We provide added value to our clients by offering QuickBooks and TSheets expertise. Our QuickBooks ProAdvisor certifications ensure that we can effectively guide you on system setup, navigation and features…as well as ensure that you maximize the power of the system to keep your books in order.

TSheets PRO


QuickBooks Online is the engine that powers financial insight. We rely on QBO to organize and analyze your data in order to provide you with deep insight into your financial position. Let QuickBooks Online be the engine that powers your success.

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