Our Small Business Services
Advisory
- Planning & Reporting: Provide financial reporting and advice to support growth by making informed financial decisions
- Training: QuickBooks setup and training
Management
- Bookkeeping: Bank account and credit card reconciliation
- Payroll: Payroll processing, filing payroll taxes, 1099 filing, W-2 processing
- Accounts Payable/Receivable: Processing payments to vendors; Processing incoming payments from customers
- Invoicing/Billing: Invoicing customers/clients for services rendered and/or products sold
Our Personal/Individual Services
Advisory
- Reporting: Help individuals make informed financial decisions by providing insight on current spending habits
- Budgeting: Advice to support retention of income and reduction of debt
Management
- Bookkeeping: Management of bank and credit card transactions to ensure accuracy and validity
- Planning: Performing a financial checkup to create a reasonable and achievable plan for greater financial health