Our Services

• Accounting & Bookkeeping ▼

  Accurate record-keeping and financial reporting to help you stay compliant and make informed decisions.

  • Accounts payable and accounts receivable processing.
  • Monthly bookkeeping and reconciliations of bank accounts and credit cards.
  • Year-end processing, adjusting journal entry recording, and preparation of required documents.
  • Accounting file organization and backups.

• Preparation & Planning ▼

  Expert guidance to minimize liabilities, maximize returns, and ensure full compliance with tax laws.

  • Compile and prepare all documents and information required for federal and state audits.
  • Complete disability and worker's compensation insurance audits and forms.
  • Preparation and e-Filing of 1099-NEC forms (payments to attorneys, non-incorporated vendor businesses, and independent contractors, etc.), 1099-MISC forms (payments to vendors receiving rent and medical payments etc.), and employer 1096 forms.

• Financial Consulting ▼

  Customized strategies for growth, budgeting, and investment that align with your business goals.

  • Financial forecasting and performance analysis to support informed decision-making.
  • Cash flow optimization and sustainability planning.

• Management & Compliance ▼

  Reliable payroll management and regulatory support to keep your operations running smoothly.

  • Coordinate with payroll providers and tax preparers to provide all necessary documentation for returns.
  • 401(k) employee and employer contribution payments and recordkeeping.
  • Small group health plan insurance administration.