PERSONAL AND SMALL BUSINESS SOLUTIONS
- Accounting Services for Small Business
- Bank Reconciliation
- Cash and Accrual Accounting
- Complete Bookkeeping Services
- Receipt Scanning and Storage
- Payroll
- Quarterly Payroll Reports and Filings
- Sales Tax
- Tax Filings
ACCOUNTING AND BOOKKEEPING
Whether it's your personal or small business needs, we can help! We pride ourselves in being part of the community and your neighbor.
Services we provide:
- Accounting Services for Small Business
- Bank Reconciliation
- Cash and Accrual Accounting
- Complete Bookkeeping Services
- Receipt Scanning and Storage
- Payroll
- Quarterly Payroll Reports and Filings
- Sales Tax
- Tax Filings
PAYROLL SERVICES AND HUMAN RESOURCE NEEDS
With our professional expertise and existing knowledge of your business, we are able to design a custom payroll solution that best fits your needs. We can provide you with a full-service payroll experience at cost-effective rates. As your trusted advisers, we guarantee your payroll will be accurate, timely, and hassle-free. You will always receive top quality service.
Services we provide:
- Online 940/941 and State filings
- Electronic Tax Payment
- Direct Deposit
- Online access to Pay Stubs and W-2's
- Tracking of PTO/Sick Leave/Vacation/etc.
- Making sure you are current with all State and Federal HR Requirements
- Employee Handbook Creation
- Human Resource Assistance
PERSONAL AND COMPANY TAXES
The objective of every tax return preparation and income tax planning engagement is to ensure you pay the lowest possible tax allowed by the tax rules this year and in future years, so your assets can grow.
Available tax services include federal and state income tax return preparation, preparation of amended tax returns to reflect post-filing changes in a tax situation, and more.
Database Management/CRM services
Spreadsheets can be a hassle, and unfortunately almost every business needs them. That's why we offer Database Management/CRM services so you can spend less time working on your business and more time working in your business.
We can take care of and cultivate your current contacts, help you understand potential future contacts for your business, as well as automate your standard workflows so you can be at ease knowing your business is growing even when you're away.
Services we provide:
- Database Storage for current, previous, and future contact/company information
- Personalized project/product management systems for company use
- Sales pipelines built for personal business sales funnels
- Quick & Simple reporting abilities for business growth
- Lead Management for company use
- Proficient in Excel, spreadsheets, monday.com, freshworks CRM, and hubspot.