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Services
Our goal is to always deliver friendly, reliable services. We want you, our valued customer, to be happy. Here is a list of our services. |
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Outsourced CFO/Controller Services |
Depending on the size and scope of your business, it may not be necessary to hire a full-time Finance Director and accounting team. Instead, an outside CFO consultant may be more effective for less money. |
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Using QuickBooks, we will record all your Company's transactions and provide reports such as cash reconciliations, accounts receivable or payable agings, and financial reports. |
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Preparation of Financial Statements and Footnotes |
From either your accounting software, or the QuickBooks file we prepare for you through our general bookkeeping service, we will compile your financial statements and footnotes for any audit/review or bank request. |
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Preparation of Workpapers |
In connection with your annual audit or quarterly reviews, we will prepare the workpapers necessary for the auditors. |
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Assistance with SEC reporting |
We understand the SEC reporting requirements and will assist in timely filing. |
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We can prepare your Company's tax returns, as well as, any officer's personal tax returns. |
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Assistance with General Business Services |
We provide general business consulting and would be happy to answer any questions you may have.
We can also assist you with referrals to our trusted business advisors in the following areas:
Insurance
Payroll
401k Plans
Background Checks |
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