Tailored Financial Solutions for Your Business Success

• Categorization of transactions
• Bank/Credit Card Reconciliations
• Open lines of communication
• Budgeting
• Payroll Management
• Management/reconciliation for loans or lines of credit 

• Accounts Payable                                                                                                         
• Accounts Receivable                                                                                                  

• Fixed Asset Management                                                                                        
• Financial reports package                                                                                       
• ERP Platform Setup/Training                                                                                

• Partnership Return Preparation
• S-Corporation Return Preparation
• Corporation Return Preparation
• Sole Proprietor/Freelancer Tax Return Preparation
• Tax Planning

• Retirement Planning
• Tax Planning
• Business Consulting
• Business Planning
• Entity Structure
• Payroll Management