MONTHLY SERVICE PACKAGES

BOOKKEEPING

Our expert staff will help with your weekly, monthly, or quarterly bookkeeping.  These services may include:

  • Recording Transactions

  • Reconciling Expense Reports

  • Reconciling Bank Statements

  • Financial Management Reports

  • Cash Flow Management Report

TAX PREPARATION

We strive to make the complicated process of tax planning fit seamlessly and understandably into your business plan.  Your service plan could also include:

  • Preparation of Corporate or Partnership Income Tax Returns

  • Preparation of Individual Tax Returns

  • Filing Sales Tax Returns

  • Periodic Tax Planning Consultations

FINANCIAL STRATEGIES

Our firm helps you determine how to utilize your business’s financial resources and forecasts future finances.  These strategies include:

  • Budgeting

  • Bank Financing Assistance

  • Business Valuation Strategies

  • Succession Planning

  • Part-Time CFO Advisory

  • Compilations