Firm Services

As most small business k

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This service also comes with integrated (CPA prepared) tax and business planning which helps identify areas of opportunity or risk that can make or break your business.

Further we can combine these services with our tax preparation and 
payroll processing services, which can provide you with a one stop shop for all your accounting related needs.

Accounting / Bookkeeping Features Included:

1. Monthly/Quarterly Financial Statement Preparation
2. Unlimited phone and email support
3. In person meetings as needed
4. Fixed Rate Pricing (no surprise bills or charges)
5. Integrated Year Around Tax planning
6. Integrated Year Around Business Planning
7. Bank Reconciliations
8. Bill Payment Processing (optional)
9. Invoice Processing (optional)
10. A/R Support, & Customer Tracking
11. A/P Support, & Vendor Tracking
12. Asset Tracking
13. Budget Comparison/Analysis
14. Account Variance Analysis
15. All work is performed in house (we don't offshore or 
    outsource any work)
16. All work is reviewed or prepared by a CPA
17. AND MANY OTHER GREAT FEATURES  

If these sound like the services and expertise you need 
then don't hesitate and contact us today!

Typical Accounting Packages ​

Retainer Support - Ideal solution for
relatively new businesses with periodic
accounting and tax questions.  Year 
around phone and email support along 
with mid-year tax planning is provided.

Semi-Annual Accounting - Ideal 
solution for clients with limited budgets 
but need actionable accounting 
information prior to tax deadlines.  
Accounting services are performed 
semi-annually with mid-year tax
planning services.

Quarterly Accounting - Ideal solutions 
for most small businesses that need 
actionable accounting information at 
quarterly intervals. Year around tax 
planning is provided with phone, email, 
and meeting support.

Monthly Accounting - Ideal solution for 
businesses that need accounting 
information in real time (or who have 
significant activity). Year around tax 
planning is also provided along with 
phone, email, and meeting support.

Monthly Accounting (with Bill Pay) - 
Ideal solution for businesses that want all 
the same benefits of our monthly 
accounting services along with the ability 
to outsource most of their accounts 
payable functions.

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