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OUR SERVICES

Small steps lead to a big impact!

BOOKKEEPING

PAYROLL & HR

  • Bookkeeping 

  • Account Reconciliations

  • Financial Statements

  • Online Secure Document Retention

  • Process 1099 Misc

  • Year-End Close

  • Month-End Close

  • GAAP Requirements

  • Accounting Manual

  • Unlimited Payroll Processing

  • Quarterly Payroll Returns

  • Annual Payroll Returns

  • Background Checks

  • Employee Handbook

  • HR Compliance

  • On-boarding Process

  • HR Benefits

TAX RETURN PREP

  • Individual Tax Return

  • Corporation Tax Return

  • E-File Returns

  • Tax Strategies

  • Legal Notice 

  • Tax Organizer

  • Power of Attorney

  • Secure Tax Portal

LEGAL COMPLIANCE & ENTITY FORMATION

  • Entity Formation

  • Database Name Search

  • Articles of Incorporation

  • Tax ID Number

  • Register with Tax Agencies

  • Registered Agent of Process in CA

  • Tax Notice Reminders

FINANCIAL PLANNING & ANALYSIS

  • Reduce Debt and Outflow

  • Cash Flow Improvements

  • Tracking Performance

  • Value of Money

  • Goals and Vision

  • Budget Tracking

  • Increase Cash Flow

  • Internal Improvements

VIRTUAL CFO ON DEMAND

  • Business Process Re-Engineering

  • Tax Statement Savings

  • Investment Tools

  • 1-3 Year Financial Map

  • Process Improvements

  • Performance Audit

  • Impact Assessment

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