Accounting:

We provide outsourced accounting, Controller, and CFO services based on the client’s needs. Whether it is to help your business grow by providing a part-time Controller/CFO before the need to hire full-time staff or whether you need assistance during a transitional period in your organization, we are available to provide professional expertise that your business needs. We help with daily, weekly, monthly, quarterly, and annual accounting, budgeting, payroll processing, structuring organizational policies and procedures, and preparing financial statements with audit ready workpapers. We are extremely knowledgeable in various accounting softwares and systems, like QuickBooks Desktop & Online, Sage100, Great Plains, SAP, etc. and can provide training on the use of these softwares and systems.

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Tax Preparation:
We handle tax preparation for Individuals, Sole Proprietors, Partnerships, LLC’s, C-Corporations, S-Corporations, Estates, Trusts, and Non-Profit Organizations. We are well-versed and up to date with the changing tax laws and use this knowledge to provide the best solutions to help minimize our client’s tax liability. Tax notices review and response.

 

Tax Planning:
We offer quarterly tax planning services, for both businesses and individuals, to help minimize our client’s tax burden. Our effective tax planning strategies based on our knowledge of the changing tax laws provides our clients with means to minimize their taxes, avoid penalties and interest, and maximize their profits. We also provide advice on long-term planning and strategy on tax-impacted transactions which allows our clients to make well-informed decisions about their investments.

 

Business Consulting & Strategy:
We offer our clients advise on selecting the best entity type for their business as it fits best from both the business and tax perspectives. We also provide incorporating services for businesses like creating LLCs and Corporations, excluding any legal advice and necessities. We help companies develop multi-year business plans that can be used to secure outside funding required for growth.

 

Project Management:
We offer project management services in areas of implementing ERP software beginning from vetting the softwares to discovery and demonstration, developing implementation budget, training, all the way to deployment and ‘go-live’. Other project management services include handling sales and use tax and worker’s compensation audits, managing quarterly audit requests for publicly traded companies to be SEC compliant, etc.

 

Human Resources:
We provide various Human Resources services. They include writing up job descriptions, reviewing resumes and conducting interviews for a job candidate, on-boarding new employees, terminating employees with exit interviews, creating and managing company employee handbooks among other company policies, etc. Outsourcing this position helps our clients avoid the stress of navigating through tough employee matters while ensuring compliance with state and federal regulations.