💡All-Inclusive Package Services

Say goodbye to itemized billing and the abundance of due invoices! Starting in 2021, we’re moving toward a package pricing structure for new clients. Existing clients will be integrated into the new structure over the course of 2021 & 2022. Ultimately, we wanted to stop invoicing on every form that came across our desk, and provide comfort to our clients knowing they can call us for anything without fear of that hourly rate! Every business is different. Including yours! That’s why we start with a review of your existing accounting structure, and determine what your monthly rate would be to keep your company Clean and maintain your practices while being compliant (similar to OS Bookkeeping below). The second package looks at what value can we add to our work for you, and your work for your clients, that would generate pure Growth for your business. Finally, our last package allows us to offer a comprehensive package that could allow you to Scale your company to new heights! Package pricing can include payroll, tax returns, business licenses, insurance audit filings, and sales tax.

💡Old school BOOKKEEPING

For those who still rocking their business operations like it’s 1988. We don’t hate, we appreciate! We can help move you into the 21st Century with new school methods, or incorporate your retro vibes to create accurate financial recording. Which we all know is the backbone of any business. We’ll keep your books and provide you with reports on a quarterly, monthly, and/or annual basis. Financial statements are prepared and analyzed along with detailed operating statements. Need help with financial planning, budgeting and forecasting? We can do that too, but maybe not with old school bookkeeping clients.

💡Payroll Services

We’ve been providing total payroll services for small business clients for over 15 years. Services include: set up and maintenance of your records, time card tabulations, withholdings of tax and benefit contributions, Federal and State tax filings, issuance of checks and preparation of all W-2's and 1099 forms. Need new hire help?

💡Business Taxes

Tax return preparation and filing instructions is a core service offered to our clients. Whether your company is a C corporation, S corp, Limited Liability Company, Partnership or Sole Proprietor, a properly prepared tax return can help minimize the tax owed. 

💡Tax Planning

Tax planning and tax forecasting services for individuals and small businesses is one of our core competencies. Effective tax minimization begins with a long-term strategy to establish objectives and is maintained with conscientious and consistent annual forecasting and mid-year planning.

💡State Sales Tax

We currently aid clients in filing sales tax in over a dozen states. From electronic filing, to scheduling payments, and representation during audits, rest assured we can help you navigate the process.

💡Business Services

We can assist with many professional services from the birth of your business, to keeping it alive, or putting it to rest! Some of our more popular duties include: entity selection and assistance with creation (LLC, S Corporation, Corporations, etc.), business license renewal, business property return, liquor license applications, renewals, and monthly excise filing, representation for audits, and updating required annual company minutes.

💡Clean Up & Catch Up

We often help clients who have tried to do it on their own. Do you have a year (or three) of back taxes that need to be filed? Have you had a bookkeeper fall down on the job? No problem. We can help get your company back on the right track, and set up a strategy to keep you straight moving forward. 

💡Consultation

If we don't directly provide a service, we likely know where you should be getting it from. Want to start 401Ks for your employees? We've got a guy. Looking to purchase a house? We can create your personal financial statement and point you towards awesome realtors and mortgage lenders. Looking to reduce employee turnover and improve morale? We can recommend some of the best in the business to help you with employee benefits.  

💡COVId-19 Response

As of March 2020, we are now assisting with a wide variety of COVID-19 related actions. From assistance with PFS, Loan applications, management of the funds once they’re issued, and keeping you in compliance and on track for loan forgiveness. Reach out, let us help you take advantage of everything the CARES Act (and FFCRA) has to offer.