Our services

Our services and solutions

Find yourself behind years of bookkeeping? Don’t fret, our Catch up service can get a year’s worth of bookkeeping in 2 to 3 weeks.

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Bookkeeping

Efficient bookkeeping solutions for organized financial management

Efficient bookkeeping, tracking expenses, and managing cash flow.

  • Capturing and properly coding all bank and credit card transactions
  • Bank and credit card reconciliation
  • Accounts receivable
  • Accounts payable
Tax preparation

Tax preparation services for minimizing liabilities and returns

Accurate tax filing, minimizing liabilities, ensuring compliance, and peace of mind.

  • Payroll processing and tax filing
  • Inventory tracking
  • Fixed asset management
  • Sales tax accounting and filing
Financial planning

Services ensuring compliance and financial security

Customized plans for wealth accumulation, retirement, and achieving financial goals.

  • Financial reporting
  • Management reporting
  • 1099 filings
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