Services

“The strength of your personal financial resources is equivalent to the quality of your financial decision making.”
― Wayne Chirisa

Our Fiduciary Statement »

Monthly Business Accounting Services

Includes reconciling bank or credit card statements, generating an income statement and a balance sheet, and provide unlimited free consultations.

Bank reconciliations

This is to help identify lost checks, lost deposits or unauthorized wire transactions. Identify any unnecessary bank charges. Watch out for embezzlement from the business. Watch out for fraudulent checks or missing deposits. Help management cash more effectively.

Income statements

Track revenue and expenses to monitor operating effectiveness of the business in more frequent intervals. Can segregate revenue and expenses into business segments to keep track of and compare different aspects of the business. Use as building blocks for determining budgets and forecasts.

Payroll

Provide biweekly or bimonthly payroll check runs, including direct deposit for employees and owners. File and set up payment for payroll taxes for each payroll check run.

additional bonus

By preparing these reports during the year, this will provide significant cost savings in tax preparation fees because all revenues, expenses and other financial information will already be organized and ready for a tax specialist to file taxes at year end.

Oh, and one more thing, you'll have unlimited phone calls and emails with me. I'm here to support you, not nickel and dime your business.

Tax Planning & Tax Preparation

Additional services including tax planning and tax preparation.

Prepare personal and business tax preparation along with quarterly or annual tax planning to ensure the best tax outcomes possible for you and your business.

With my commitment to staying on top of the IRS code I will help ensure your personal and business tax returns stay up to date with the requirements from the IRS.

This includes a focus on optimizing your tax position and all opportunities for improvement.

This includes a first time review of the past couple of years just to double check the work performed and opportunities for improvement.

There is always the option to file in the Spring or to file an extension. I can provide those extensions if needed and we take a little extra time to pull together your documents over the summer.