SERVICES
Accounting
Services
- Bookkeeping Services
- Controller Services
- CFO Services
Tax
Services
- Federal
- State
- Other Business Taxes
Accounting Software Consultation
- Quickbooks
- Right Networks
- Sage Construction Contractor
Accounting Services
We provide three different types of accounting services and will create a plan to fit our client’s needs.
Bookkeeping Services
- Accounts Payable and Receivable: Managing transactions and ensuring timely payments and collections.
- Bank Reconciliations: Ensuring your bank statements match your financial records.
- Expense Management: Tracking and managing business expenses.
Controller Services
- Account Reconciliations: Ensuring all accounts are balanced and accurate.
- Cash Management: Overseeing cash flow and liquidity.
- Financial Statement Preparation: Creating accurate financial statements.
- Payroll Management: Handling payroll processes and compliance.
- HR Management: Managing human resources functions.
CFO Services
- Budget Preparation and Reporting: Developing and monitoring budgets.
- Cash-Flow Analysis: Analyzing and forecasting cash flow.
- Financial Forecasts and Modeling: Creating financial models and projections.
We view our client’s financials and relationships “beyond” the typical CPA. We take a collaborative approach, working closely with business owners to become an integral part of their team. We focus on saving clients time and money, while fostering business growth, committing to our client’s successes.
Tax Services
Federal Income Tax Returns
Corporations
- C Corporations: File Form 1120, U.S. Corporation Income Tax Return.
- S Corporations: File Form 1120S, U.S. Income Tax Return for an S Corporation.
Partnerships
- Partnerships file Form 1065, U.S. Return of Partnership Income. The income is passed through to the partners, who report it on their personal tax returns using Schedule K-1 (Form 1065)
Limited Liability Companies (LLCs)
- LLCs with multiple members are generally treated as partnerships and file Form 1065 unless they elect to be treated as a corporation by filing Form 8832
- Single-member LLCs are treated as disregarded entities and report income on the owner's personal tax return unless they elect to be treated as a corporation
State Income Tax Returns
State income tax requirements vary by state. Generally, businesses must file state income tax returns in each state where they have a tax nexus. This can include:
Corporate Income Tax Returns
Similar to federal returns, but specific to state regulations.
Partnership Returns
Some states require partnerships to file state-specific partnership returns.
Other Business Taxes
Employment Taxes
Includes Social Security, Medicare, and federal unemployment (FUTA) taxes.
Excise Taxes
Applies to specific types of business and activities, such as manufacturing or selling certain products
Sales and Use Taxes
Accounting Software Consulting
QuickBooks Desktop and QuickBooks Online
We are QuickBooks Pro Advisors, certified professionals who can help with bookkeeping, taxes, payroll, and more including training and set-up of QuickBooks Desktop and QuickBooks Online. We provide expert advice tailored to your business needs and can help improve your financial processes in the software
Right Networks
We have a relationship with Right Networks, now rebranded as Rightworks, which offers cloud solutions specifically designed for accounting firms and professionals. They provide secure, managed access to business-critical applications and support firms in navigating the complexities of modern accounting
Sage Construction Contractor
We have experience with Sage 100 Contractor which is a comprehensive construction management software that helps small to mid-sized contractors manage business operations more effectively. It offers features like job costing, project management, and financial reporting
If you have any specific questions or need more detailed information about our software consulting services for a particular software not mentioned above, feel free to ask!
