ACCOUNTING AND BOOKKEEPING
ACCOUNTING
Our firm specializes in accounting and bookkeeping services which utilize technology and expertise to provide accurate financial statements on an ongoing basis. By keeping an accurate set of books during the year, we are able to address and assess both financial and tax issues with a proactive approach rather than waiting until after year end.
The firm assists new businesses in setting up their accounting system. From the initial setup (generally using quickbooks online) to areas such as inventory item setup for invoicing, billing and collections and tracking accounts payable and paying bills, our team is there to set up the entire system and make sure it is best suited to your needs.
The CPAs and accountants at the firm are actively engaged with each client as their business grows. Financial statements are reviewed with the owners of the businesses on an ongoing basis primarily through screen share meeting formats.
Business consulting takes place during the year by going through the financials with the owners. A Company's overhead and profit margins are analyzed with the client with accurate financial information and with the industry knowledge of the CPAs and accountants at the firm.
Utilization of technology allows for the firm to provide accounting and bookkeeping services at an affordable price. Remote accounting using linking of bank and credit cards as well as paypal and square, etc. to the clients books allows for efficient and accurate accounting.
SALES TAX AND PAYROLL
The firm administers payroll for our clients (at the client's option) through a wholesale payroll agreement we have with paychex. Whether it is the initial payroll setup that is needed or ongoing maintenance, our firm is there for every step.
We also specialize in state and local sales tax matters. Whether it is setting your company up to collect sales tax or filing on an ongoing basis, our firm will provide support. We also work through issues with clients with the agencies assisting with back sales and payroll tax which may be owed as well as helping clients who may have fallen out of compliance by catching them up on delinquent filings. We also assist clients in setting up payment plans with the state regarding sales tax and with the IRS and state regarding payroll taxes.
We ensure that all of our clients are compliant and current with all sales tax and payroll tax payments. We file all of our clients sales tax returns and make sure that payroll is handled properly through the payroll service.