ACCOUNTING SERVICES


OTHER ACCOUNTING SERVICES​

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QuickBooks Online Installation 

ACCOUNTING SOFTWARE INSTALLATION

Do you have outdated desktop accounting software or even worse, *no* accounting software?  We can quickly implement QuickBooks Online and migrate any historical data to the new system. 


HISTORICAL FINANCIAL STATEMENTS

Do you need financial statements re-created from prior years?  With modern technology, this is not a big deal!  We can download transactions from your bank or convert bank statements to electronic files and easily re-create historical financial statements.


CATCH-UP & CLEAN-UP FINANCIAL RECORDS

If you are months behind on your accounting work or know that your data has errors, we will get you caught-up with complete and accurate financial information.


APPLICATION INTEGRATION

We work with you to determine which of the many Applications will streamline and improve your business processes.  We will then integrate them with Quickbooks Online and teach you how to use them.

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Catch-Up & Clean Up

ONGOING BOOKKEEPING SERVICES

We download transactions from your bank, making bookkeeping efficient and affordable.  We also integrate Applications to virtually eliminate data entry!  We also work with you to ensure proper classification of transactions, reconcile accounts, and provide financial statements.


TRAINING ON ACCOUNTING SOFTWARE

If you have employees who need training on QuickBooks Online , we can do live training or interactive online sessions.  We also teach accounting processes and controls.


PART-TIME CFO/CONTROLLER SERVICES FOR START-UPS

We have the experience and business savvy to take you from a fledgling start-up to a publicly traded company! The process is enormous, so if you are considering going Public, you need an experienced CFO to help you navigate the incredible regulatory demands!


AUDIT PREPARATION

If you have investors or a bank loan requiring your books to be audited, we can prepare your books for Audit and work directly with the auditors to complete the process.

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Tax Returns & Tax Planning

PROFIT & OPERATIONS CONSULTING

We dig into your business operations, find your pain points and find solutions to make your business more efficient and profitable.  We have excellent reporting tools that give us insight beyond​ the numbers. 


BOARD PACKAGES & PRESENTATIONS

If you have investors who need your financial data interpreted, we can prepare and deliver Board Presentations on your behalf.


INCOME TAX RETURNS

We offer tax services only to our Accounting customers. QuickBooks Online integrates seamlessly with Intuit ProConnect Tax, making your business tax return easy and less expensive. We also do personal tax returns for our business owners, but do not provide stand-alone 1040 tax services.


SALES TAX RETURNS

We will prepare your sales tax returns and consult with you to understand your pain points around sales tax reporting.   We implement software or processes to properly capture sales tax data. 

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