Our Services
What We Offer
In-Depth Company Bookkeeping
We primarily work with QuickBooks Online (however, Xero and Net-suite will be available soon for hourly updated reports). We provide accurate AND timely information that sync to your everyday reporting in a user friendly format that refreshes hourly.
Personal Financial Bookkeeping
This works great for any individual looking to get a handle on their personal finances and how to budget. There are many expenses that we will be able to identify and avoid. Again, everything syncs to the bank via QuickBooks and updates hourly.
Year-Round Tax Services
We provide year-round tax services and tax planning for company’s and individuals. It doesn’t matter if you have filed last year or not in the last 5 years! We specialize in company formation (whether you are looking to be anonymous, asset protection or traditional tax savings). We have worked with all different company structures including 1120 C-Corp, 1120S S-Corp, 1065 Partnerships, 1041 Trusts, Schedule C Sole Proprietorships, 1040 Individual.
CFO Services
Our biggest difference that separates us from our competitors is our ability to create precise and user friendly financial models that cater to all of your needs at any time of day (We currently offer this for QuickBooks Online). It doesn’t matter if your using a computer, i-pad or mobile devise. Everything is cloud based. Once the reports are established you will have 100% visibility into your business and know EXACTLY HOW TO MAXIMIZE PROFITS!
Already Satisfied with your QuickBooks Online Bookkeeping?
No need to replace your current bookkeeper. We can provide you with fully customized reports that will sync to your current QuickBooks Online account. This will reduce month-end close reporting, provide daily visibility into any aspect of your business and free up time for your current bookkeeper, making them that much more valuable! This will give you the peace of mind knowing that your team has everything needed to thrive!
Excel / Google Sheets Experts
Our Excel skills are second to none! We offer special projects for company’s or individuals in every industry at any level. Whether you need Business Projections, Proforma, Macro/VBA’s, Investment Analysis, or any type of customizable reports/calculators, we can build it to the point where it is automatic and you can use for years to come!
The Results
“A P&L and Balance sheet only goes so far when you are trying to build a business”
— Every Business Owner
