Monthly Accounting - Includes coding of bank transactions, preparation of management financial statements, & free advice regarding accounting questions.
Quickbooks Set-Up and Clean-Up - We are Quickbooks Certified Pro Advisors. We offer general ledger set-up, maintenance, and consulting.
Payroll Services - Whether officer-only or multiple employees, we offer payroll services to include all employer payroll filings, year-end W-2s, 1099s, etc.
Individual Taxes - We offer individual tax preparation for all types of filing entities, each return includes one free state return and free e-file.
Business Taxes - We offer business tax preparation for all types of filing entities, each return includes one free state return and free e-file.
Fractional CFO Services - Available on a temporary or permanent basis, we can fill the gaps in your current accounting & finance team.
Budgeting and Forecasting - Get a handle on your personal or business financial picture. We can help you create a road map for your finances.
Tax Resolution - We can offer full scope tax resolution through our affiliate company, Spry Tax Resolution.
Tax Planning - We can offer full scope tax planning services through our affiliate company, Astute Tax Planners.