OUR SERVICES 2018-08-21T16:32:04+00:00

OUR SERVICES

• Register business with appropriate federal and state regulatory agencies
• Register business for applicable licenses, permits, & tax accounts
• Maintain necessary documentation for business verification
• Basic finance and accounting operations, including bookkeeping, invoicing, bill payment, and monthly financial reporting
• Maintain the chart of accounts, general ledger, accounts payable, and accounts receivable
• Fixed Asset tracking
• Sales Tax preparation and remittance
• Year-end 1099 preparation along with Schedule B, Business City & County Tax, and Annual Report filings
• Assist in calculating estimated tax payments
• Regulatory and compliance reporting assistance
• Development of supporting schedules and other necessary information to provide to audit firms
• Assist external tax professional with year-end income tax preparation
• Monthly meetings to discuss financials and evaluate for tax advantages
• Advise on additional revenue opportunities, review expenses for cost savings
• Analyze budget to actual performance
• Strategic Planning and prepare other strategic initiatives
• Cash Flow Management and Projections
• Development of Dashboards and Performance Metrics for measuring and managing operations
• Prepare ratio and trend analyses, budgeting, and forecasting
• Software research to ensure the best solution for company needs
• Accounting software configuration, training, and support
• QuickBooks Online Certified ProAdvisor
• Assist with implementing additional software solutions for time-keeping, expense tracking, etc.

• Prepare internal control manuals
• Assist with Workers Compensation audits
• Assist in strengthening and streamlining organizational processes

• Technology
• Insurance
• Banking
• Income tax preparation
• Employee Benefit Programs
• Other various vendor relationships
• Manage payroll processing and recording
• Enrollment for federal & state payroll tax accounts
• Create and provide Human Resources forms
• Provide new-hire packets for employees
• Create employee handbooks
• Serve as a resource for employee benefit planning
• Serve as benefit plan administrator

• Design logos
• Assist in marketing material design
• Assist in promoting social media presence