OUR SERVICES

No matter how small your business or venture is, and whether you have staff or not, you will have to manage different departments including marketing, sales, IT, accounting, product/service delivery, customer service, support, and quality assurance departments. Even if you’re the only “employee” in your company, you still have to manage all these departments to a certain extent.

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The way to grow your business and have it free you from the 8-to-5 routine is to begin delegating or outsourcing each department one by one. Your time would be better spent on the revenue portion of the Profit & Loss. The amount you are able to bill will exceed the money saved trying to do it yourself.

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The companies I’ve seen succeed are the ones who do this in a carefully planned manner. They usually hire in or contract out the department they dislike the most or the one(s) they’re least experts in. Even if business owners know how to do the accounting, they just don’t want to. It’s an area of stress for many people as well as a tedious one.

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Most of our clients are small businesses who file their taxes on a cash-basis, which means we just track their income and expenses using the Online Banking and Credit Card data. Others outsource their invoicing (accounts receivable) and bill-pay (accounts payable) to us. How much you delegate to us on a weekly or a monthly basis is up to you. The fees can be hourly or flat, depending on your needs.

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Maintaining your accounting file on a monthly basis and reviewing reports will be an invaluable tool you will use to monitor the financial health of your business and to make informed business decisions. You will also be compliant with IRS guidelines and requirements as we work with your CPA in responding to inquiries, making necessary changes, and processing simple forms and other requests. Not to mention, you will catch fraud and submit necessary disputes in a timely manner.
It takes 1 easy step and very little of your time to get started. After all, we’re here to take work off your hands, not give you more. We do all the work and walk you through the process step by step. What are you waiting for?!

We have worked with clients who were behind in years of tracking their finances and even filing their taxes. No matter how futile your situation seems, you can always get help to clean it up. We also have wonderful clients we hear from only during tax season. Their businesses are so small that they only come to us once per year to update the books and get the file to the CPA/Enrolled Agent/Tax Preparer for tax preparation.

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If you have a small operation which doesn’t require monthly upkeep but needs organizing of finances for tax planning or tax preparation, let us assist you. Our process is very simple and we’ll get started right away. You can have a complete accounting file anywhere from 2 weeks to 1 month of contacting us, depending on the amount of activity and how many months or years we’ll be processing.

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It takes 1 easy step and very little of your time to get started. After all, we’re here to take work off your hands, not give you more. We do all the work and walk you through the process step by step. What are you waiting for?!

This is the hardest part for most new businesses, getting started. We will get you up and running in no time. Get off to a proper start. This will save you time and money down the road. You don’t want to have to play catch up later.

Need more than a Bookkeeper? Need more of a business guru, problem solver, right-hand person?
If you answer yes to 1 or more of these questions, then you do:

1. Do you sense or can confirm there are areas of your business not running smoothly?
2. Are there questions that go unanswered by your staff because of lack of training in the programs you’re using?
3. Are your financial statements incorrect, figures not accurate?
4. Is too much of your time being spent on “figuring things out” making you feel like you don’t have staff at all?
5. Do you employ managers but are still spending too much time in your business and not on your business?
6. Do you need systems and processes in place so everyone in the same position is trained the same way with the same steps to avoid errors and the blaming game among your staff?
7. Is work production suffering and your employees complain “there is not enough time in the day?”
8. Do you love your employees but can see they lack the skills in important areas that would help the business run more efficiently?

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You need a specialist in the Finance and Operations areas of your business to analyze your business processes, set up new systems, and create a faster workflow. You’ve found it here. We will spot areas where your resources are going to waste, where time is not spent in the most efficient manner, and even where there are no check and balances to avoid fraud or theft. We will streamline and simplify your business processes to use the least amount of effort and time while producing the fastest and most accurate results.

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We love messes and love cleaning them up, but only when the owner is ready to take their business to the next level and invest the necessary time and funds to make it happen. Trust me, it takes less money than you think to take your business to new heights for years to come and the results are priceless.

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Our business solutions will take away from your plate and finally help you reach the goals you set for yourself when you started your business

We act as your payroll processor or as a full payroll service provider. We create your paychecks, pay your taxes, submit required state and federal forms and provide you with reports. We also integrate your payroll data into your financials.
Payroll is not our main service and if we assess your situation and find that a 3rd party provider would meet your needs, we will recommend you to one or discuss the options with you.

Once we have your complete accounting file, we send it to your CPA/Enrolled Agent/Tax Preparer any time they request it. They can even have access all year long if you so desire through QuickBooks Online, and other accounting apps. We make tax season stress-free for you by:

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• Communicating with your CPA/Enrolled Agent/Tax Preparer
• Giving your CPA/Enrolled Agent/Tax Preparer access to your file
• Answering accounting (bookkeeping) questions regarding your file
• Researching, looking up, and resolving discrepancies
• Recording journal entries to record CPA/Enrolled Agent/Tax Preparer adjustments