List of some of the services we offer:

Want to give your business the good start it needs but don't know where to start? We'll take the hassle off your already busy schedule and give your business the image and start it needs! To form your business we will do the following:
  • Register your business with the State you are operating in as well as the IRS
  • Transcribe your Operating Agreement
  • Set up and record shares owned in business among the business ownership
  • Register for your tax accounts
  • Secure a domain for your website
  • Set up your website
  • Set up business email addresses
  • Set up your books with QuickBooks Online (QBO) or Xero

More often than not, our new clients are in need of books clean-up prior to starting ongoing bookkeeping services. In industries such as the Cannabis, CBD, Hemp industry, it is estimated that 4 out of 5 companies are in need of a clean-up. When cleaning up books, we start off by evaluating your current chart of accounts and optimizing them to funnel correct data to your financial reports. Once we have your chart of accounts optimized, we catch up your transactions by categorizing them to the correct accounts. Bank feeds are then brought into balance and a fresh set of financial statements are provided to business ownership.

On-going bookkeeping is a must for businesses seeking to maximize tax deductions and savings while maximizing financial productivity.
  • We will cover your monthly QBO or Xero subscription
  • Monthly categorization of income and expenses
  • Organize and link receipts to transactions
  • Maintain your chart of accounts
  • Maintain bank feeds
  • Manage project and job costing
  • Reconcile accounts monthly
  • Provide financial reporting monthly
  • Quarterly financial portfolio will be sent to business ownership, investors, and bankers

Taking care of your employees is one of the most critical components of running your business. With engaging Payroll and Human Resources, employees perform their jobs and tasks more readily, with more precision, and with less oversight required freeing business owners to spend more time furthering the business. Services include:
  • Monthly QBO or OnPay payroll subscription
  • Enrollment of employees for payroll
  • Payroll runs at a frequency you desire
  • Payroll tax filing
  • Payroll tax payments

Money in keeps a business running and allows for expansion and upgrades. Services include:
  • Set up of customers
  • Maintenance of customer lists
  • Tracking of quotes and estimates
  • Creation and tracking of invoices
  • Mailing of monthly statements
  • Securing payments from customers and clients
  • Monthly and Quarterly reporting on status of revenue

As the famous adage says, "you must spend money to make money." Services include:
  • Set up of vendors
  • Maintenance of vendors list
  • Recording of bills in QBO or Xero
  • Paying of bills to vendors
  • Monthly and Quarterly A/P liability reporting

The most profitable and effective businesses have a SMART budget as well as SMART goals. SMART (Specific, Measurable, Achievable, Relevant, Timely) is the core of our budgeting and business goal services. Services include:
  • Creation of Annual Budget
  • Quarterly budget review and adjustment
  • Monthly and Quarterly budget performance review

One of the biggest headaches for business owners operating with inventory is keeping products moving off the shelf while maintaining adequate quantities of product on hand. The longer inventory sits on the shelf without moving out the door costs the business owner money and puts them at risk of losses. Services include:
  • Organization of product on site
  • Management of incoming and outgoing inventory
  • Ordering product
  • Price and product profitability reporting

Most businesses have a bookkeeper and a separate tax accountant that they work with. With us, there's no need to have two separate entities to provide bookkeeping and accounting. We have a team of accountants that will file your sales, payroll, and other taxes for you. This brings everyone onto the same team for a common goal and purpose saving your business time, money, and frustration.

As the Tax Code changes and adapts, so should businesses. Our team of tax experts will help your business to stay up-to-date and compliant with the current Tax Code while helping your business to operate as the best entity for you and your business to maximize tax deductions while maintaining the most liability protection. With the IRS upping its game and auditing more businesses each year, it will become more vital to remain audit-ready and legally protected should an audit occur.
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