Checking your checks and balances

Our audit and attestation services provide sound insight on financial statements and internal controls over financial reporting. Determining the particular service needed is established by the level of assurance required of your financial statements. Our attestation services are performed in accordance with all applicable professional standards. We adhere to the highest principles of technical accuracy, proficiency and ethical practice, and have historically conformed to the requirements of professional standards.

Third parties relying on your financial statements often require an audit or review for assurance. If you find yourself in this position, let us discuss our ability to meet your needs.

Audit—Offering the highest level of assurance, after careful examination, we offer our opinion on your financial statements and internal controls over financial reporting.

Review—This type of engagement offers limited assurance of the business’s financial statements and requires inquiries of client management and analytical procedures.

Compilations—A compilation entails obtaining information from your staff and placing it in the form of financial statements, without expressing an opinion or assurance on them.

It’s like having your own accounting department

When you outsource your accounting work to us, it’s like having a trusted advisor on staff. Our team handles all of your day-to-day accounting tasks so you can focus on what’s important—running your business.

We work collaboratively with you via our advanced, secure website platform to support a streamlined and highly efficient workflow. And because work is performed online, you always have real-time views of your data and financial situation. Best of all, we bundle services for a fixed monthly fee—allowing you to budget effectively and never get an unpleasant billing surprise.

Bookkeeping—You run your business…we’ll run the numbers

Payroll—We take the pain out of payroll

Tax—Tax support tailored to your needs

You run your business…we’ll run the numbers

You have enough to do running your business. Let our seasoned team handle all your complex bookkeeping work including daily transaction classification and expense tracking, payroll, bill payment and invoicing, business tax planning and preparation, and reporting. We’ll make sure you always have a clear picture of your financial position.

Assurance—Trust that your back-office accounting work is processed accurately and in a timely manner.

Time savings—Take back all of those hours spent in the back office processing bookkeeping work…and put them toward advancing your business.

Cost savings—Billed at a fixed monthly fee, you can eliminate billing surprises caused by creeping hourly fees.

We take the pain out of payroll

We can take over your time-consuming and complex payroll tasks including processing of scheduled payrolls, employee setup, salary changes, payroll filings, W2 and 1099 processing, time tracking and more.

Assurance—Trust that your payroll is processed accurately and payroll taxes are filed on time.

Time savings—You’ll save countless hours when you let us handle your time-consuming payroll tasks.

Convenience—Work with our team from our secure online platform to process payroll with ease and efficiency.

Tax support tailored to your needs

Tax season doesn’t have to be stressful when you work with our team. Our filing process offers a seamless digital experience—from gathering your tax documents to filing your return electronically.

Personalized—Because every client is different, we examine appropriate deductions and consider your unique situation to help minimize your tax burden.

Convenient— From initial collection of tax documents to filing, we provide a seamless digital experience.

Year-round support—We are available throughout the year to help you make smart tax decisions and put a sound, strategic tax plan in place.

Enhance your tax experience

Taxes don’t have to be daunting. We make the tax process easy and smooth. You can expect:

Dedicated to helping new business owners launch with confidence and clarity

No business owner should have to go it alone. Let us help you build a strong foundation by educating and advising you on several key areas of business start-up, including:

Entity type analysis—We’ll help you navigate which entity structure is right for your business as well as handle state and federal form preparation.

Accounting system setup—Our team will ensure that your accounting system is optimized to support a streamlined, efficient workflow.

Retirement plan analysis—We’ll help you identify the best retirement plan for you and your employees…and one that doesn’t break the bank.

Start with a strong foundation

Every business must fall under an entity type. And the structure you choose directly impacts many areas of a business, including business size and operations, taxes paid, how profits are shared, your degree of ownership, and your legal liability. Let us help you start with a strong foundation by identifying the entity structure that is right for your business. We’ll even handle state and federal form preparation.

Assurance—Our expert team will help you select the right entity structure for your situation…rest assured.

Tax savings—When you are set up under the right entity type from the start, it helps ensure against overpaying taxes and even double taxation.

Education—We take the time to educate you on multiple entity types and walk you through how each will affect your business.

Maximize the power of your accounting system

An efficient, well-maintained accounting system is at the center of a successful business—providing access to accurate, real-time data that supports smart, informed business decisions. Whether you are launching a new business or are in need of a system cleanup, our professionals can help ensure your accounting system is set up to support maximum operational efficiency.

Streamlined processes—We make sure your accounting system supports automated, streamlined workflows.

Insight—Ensure your system is set up so you always have access to real-time, accurate and smart-decision-driving data.

Smart decisions—Time is money, so don’t waste a minute of it reviewing bad data. Ensure your time is well spent reviewing accurate business intelligence that leads to sound, financially healthy decisions.

Choosing the right retirement plan…made easier

Retirement plans are a crucial component in saving for the future, yet nearly 40 percent of small businesses don’t have one in place. Selecting a plan can be confusing and expensive, but it doesn’t have to be. Let our experts take the stress out of reviewing and identifying the right plan for you and your team.

Peace of mind—Remove the worry of selecting the right plan for your business. We’ll do all the legwork for you.

Time savings—Because we take on researching and comparing multiple retirement plans, you can spend those extra hours running your business.

Happy staff—Offering the best possible retirement plan makes for happier employees.

Get your just credit card rewards

With so many credit card options and rewards programs available, it can be overwhelming to select the best card for your business needs. If you’re not using the right card, or no credit card at all, you could be leaving money on the table. Let us take the hassle out of comparing multiple credit cards—by doing it for you!

Rewards value—We’ll help you select the card that offers the best rewards for your situation, whether it’s travel miles, hotel points or cash back.

Simplify—Make it easy on yourself. Help simplify records by keeping business and personal expenses separate.

Time savings—Put the time you would spend toward researching and comparing multiple credit cards toward running your business.

Get the expert guidance of a CFO…at a fraction of the cost

Our business management services were designed to provide you with the right financial information at the right time—delivered in business-owner-friendly language.

We’ll meet with you regularly to discuss your financials and offer deep insight into your data via business-critical and highly customized reports, including budgeting and tax planning. We’ll also track and provide deep analysis of revenue and profits, expenses, payroll, credit card fees, cash flow, and unique KPIs (Key Performance Indicators). It’s like having a CFO…but at a fraction of the cost!

Take a moment to consider all of the services available to you:

• Budgeting
• Revenue analysis
• Expense analysis
• Payroll analysis
• COGS (Cost of Goods) analysis
• Credit card fees analysis
• Cash flow analysis
• Industry KPI analysis
• Tax planning and projections

Cash is king!

Cash is the lifeblood of your business. Without it, bills don’t get paid and growth is stunted. Both sound reasons to monitor your cash inflows (sales) and outflows (expenses) on a regular basis—helping to ensure long-term financial success. Properly understanding and managing your business’s cash flow enables you to make informed, proactive decisions to improve day-to-day operations and sustainability.

Our Cash Management service enables you to:

• Gain visibility into the financial health of your business
• Make informed business decisions on such things as expansion or large expenditures
• Follow a sound, structured approach to managing your money
• Get recommendations for operational improvements based on cash flow forecasting