Long-term relationships with trusted business advisors
Before making any financial or business decisions, why not consult a trusted advisor? Owning a business can be difficult. Especially when you need to keep up with changes in tax laws and accounting. We also know that saving taxes and leveraging those savings by investing in other areas of your business will maximize your chances of success.
We take a proactive and holistic approach to the financial health of our clients' businesses. Our goal is to help you manage and build success by arming you with financial information, easy-to-read reports, tips and tools to help your business grow.
For a fixed monthly fee, we work with you throughout the year to help you better manage your finances.
Our tax preparation services go beyond tax returns and instructions. We use tax law, court procedures and official procedural findings to your advantage.
Our tax and accounting services are the beginning of a long-term partnership with our team. We will be your trusted advisors and will be available whenever you need them. Our services can be combined into customized packages to meet your specific business needs. We work with you to develop a set of services that best suits your current and future business needs. A good accountant knows your strengths. That's why we partner with multidisciplinary experts to ensure you have the resources you need to solve your biggest business challenges.
All packages include monthly reconciliation of bank, credit card and loan accounts, as well as setup and modification of the chart of accounts as needed. All plans include annual salary reconciliations with the general ledger.
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