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What We Do
We provide complete monthly bookkeeping, accounting and tax services specifically designed for small businesses. We prepare monthly financial statements that consist of an income statement including performance graphs showing the previous 24 months of sales activity and the most recent 12 months' profit margins. We also prepare general ledger, check register and payroll records.
We reconcile our clients' business bank accounts and handle all of their monthly and quarterly tax preparation. We then use that information as the basis for any consultation we have with them during the course of their business year.
As we get closer to year end we use the information we've been preparing for our clients all year long to run projections of what we think their tax liability is going to be so they're not dealing with any big surprises on April 15th. Since we do the projections prior to the end of their business year, our clients still have the ability to take advantage of any decisions that would improve their tax situation. Our clients know several months ahead of time what what their situation is so that they can prepare for it.
The year end work that we provide includes the preparation of an adjusted year end financial statement, W-2's, 1099's and all payroll tax requirements. We also prepare both the business and personal tax returns.
Our goal is to relieve you of as much of your accounting burden as possible while keeping our fees affordable.
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