General Services

Advisory and Consulting Services — Proactive

Traditional accounting firms do not provide enough advice guiding business owners to make sound decisions for business finance and personal financial life. We help business owners answer the following questions:

  • Am I saving enough to retire?
  • How can I make my business more profitable?
  • How will my investments weather the economy?
  • What retirement plan can I offer through my business?
  • What records should I be keeping to audit-proof myself and my business?
  • How do I position my business for sale?
  • How can I get out of debt?
  • How do I know how much payroll I can safely take as an owner?

Compliance and Maintenance Services — Reactive

These are necessary services that help you stay in compliance and address accounting, tax, and financial issues you may encounter:

  • Income tax filing
  • Monthly financial statements
  • Payroll processing
  • Tax notices from the IRS
  • Sales tax filing
  • Estimated tax payments
  • Bank and accounting reconciliations
  • Delinquent tax filing