Business Services

As you know, we work with many businesses on a day-to-day basis. That places us in a unique position in that we are able to observe what makes the successful ones successful, and what holds back those who are not so successful. We believe in the value of relationships. Through individually tailored services, our relationship could make a significant difference in your income, ease of operations, and value of your business. Our goal is simply to be sure that we understand all of your needs and offer you the right combination of services to enhance your chances of success.

Starting a Business?

If you are just starting a business, it is more important than ever to make the right first step. While a dream or purpose for your business is vital, a detailed road map will certainly help transform those ideas into reality.

Entity Selection

Should your for-profit business be organized as an S-Corporation or maybe an LLC, or would another entity best suit your scenario? Let us guide you by explaining the pros and cons of each as they relate to your type of business and circumstances.

Business Plans including Forecasts and Projections

We can help you win the attention of investors; obtain funding for starting a new business or for expanding an existing one with a business plan that gets results. Goal setting is a key component in starting and growing a business. Establish specific goals and develop measurable benchmarks to gauge your progress.

Business Support Services

Quite often businesses prefer to contract out some, if not all of their financial tasks. This option can result in a significant money-saving opportunity and employs experienced professionals for only the time you use them. Service offerings can be grouped to suit your particular needs and Fixed Monthly Fees (FMF) is an option with value added bundled services. The great majority of our business clients prefer this type of arrangement; a flat monthly fee really helps manage cash flow.

Bill Pay

In essence we become your Accounts Payable Department. Knowing what expenditures are on the horizon is a key ingredient in overall cash management.


IRS requires adequate books and records for every business. Business owners normally experience a better return on their time when it is spent working “on” or “in” their business. Allow our qualified staff to handle this important task without you taking time away from your business.

Payroll Check Writing and Delivery

Businesses MUST get this right –  every time. Employees are perhaps MOST sensitive when it comes to their paycheck. Many businesses have outsourced this function for confidentially reasons, expertise of the service provider, or just to eliminate the headache (Due dates, numerous reports, tax deposits, etc.) of all that is associated with payroll. Click here to Log-in.

Financial Reporting

Whether a lender imposed conditions for a loan or a useful management tool, financial statements are an objective measurement of financial success. Oftentimes businesses need unique feedback or special design for benchmarking and comparisons. We can prepare or assist in the preparation of your financial statements.

Income Tax or Worker Compensation Audits

Only a small percentage of Taxpayers are audited each year. However, when it involves you, those statistics offer absolutely no comfort. Trust an experienced professional to advise, assist, or represent you for peace of mind. With our many years of experience, you can be confident that your interests are well protected.

QuickBooks Consulting and Training

We offer comprehensive training and support for your QuickBooks Accounting Package. Learn the basics or design one-on-one training with a QuickBooks ProAdvisor who can address your unique situation.

Sales Tax Services, Payroll Tax Compliance

From preparation of your Sales Tax coupons to filing Quarterly Payroll Reports, it is vital to get it right and completed on time. Many businesses are responsible for collecting withholding taxes from employees, and sales tax from customers. These funds are held in trust and must be remitted according to prescribed rules, methods, and deadlines.  We can assist or totally handle these tasks efficiently and timely.

Other Financial Services

To some degree, we rate ourselves by the success of your business. This list of services is by no means all-inclusive. Share with us your business problems and financial needs. We will gladly address your concerns with tailor-made ideas and solutions. We truly want to be your Partners in Success.

Have Questions?

We’re here to help.  Click the button below to fill out our free consultation request form and we will call you to discuss your questions.

Free Consultation