We provide hands-on and remote services to small and mid-sized entrepreneurial businesses. With QuickBooks Certified ProAdvisors on staff, our services range from day-to-day bookkeeping to payroll processing and return preparation. Based on your needs, we can close the company books on a monthly, quarterly and/or yearly basis. Year-end tasks include preparation of W-2's, 1099's, 941's and 940 returns.
We tailor our services to each client's needs. If requested, we can train existing staff or business owners to do some of the tasks. Other clients may prefer that we assume all bookkeeping responsibilities for them. Each client receives the level of service best suited for their business. Some of the other services that we can provide include: bank, credit card and loan account reconciliations, QuickBooks clean up and set-up, sales tax preparation, data entry and internal financial statement preparation.
Our mission is to work with your existing CPA to streamline the process and lower the fees that you may already be paying to a larger firm. Your CPA will continue to prepare your federal tax returns and provide tax planning. If you do not currently have a CPA, we can refer you to one of the many that we work with.
Our wide range of clients include industries and professions such as: attorneys, real estate, home builders, doctors, dentists, wholesale distributors and retail establishments among others.
Our current hourly billing rate for 2017 is $100 per hour.