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Our Core Business Services

Our Monthly Business Accounting Services includes the following:

  • Accounting Services
  • Income Tax Planning and Preparation
  • Strategic Planning and Consulting


Our monthly business accounting service package provides assistance to business owners in handling the accounting work that comes along with owning your business. We will make the transition from managing and organizing your accounting records easy and fast so that you can focus on your business. Here is how the transition will work:

Let’s get you organized by looking at your current financial statements and tax returns in order to get to know you and your goals.

Schedule a strategy meeting where we will get to know you and your goals. During the strategy meeting we will recommend immediate changes to your current business organization or tax structure develop a strategy for short term and long term business growth. We will also explain the monthly reporting procedures and introduce our staff that will be helping you each month. We will also answer any questions you may have regarding our service and your business.

After the first few months of reporting we will have a phone conversation to discuss our financial statements and assess the following items:

  1. Tax Strategy
  2. Owner compensation analysis
  3. Deduction Finder
  4. Financial services review
  5. Record keeping evaluation
  6. Tax Projection
  7. Entity Analysis
  8. Financial Statement Review

Once the reporting process is in place and the above is discussed we move into Proactive Monitoring. This includes our record keeping support, monthly review of your financial statements, and guidance and support for any issues that may arise with your business.

Tax Planning is the next step. We will call you to go over your current tax situation based on the financial statements. We will offer suggestions that can be implemented before the end of the year in order to avoid any unwanted tax surprises.  We will provide to you a detailed tax planning checklist to assist you in implementing our recommendations.

Tax Time is here – we will prepare timely business income tax returns in February, personal income tax returns in March, review, plan and finalize in April.

Enjoy the weather!!


Adding our payroll services to the Small Business Accounting package just makes sense. All of your records are in one place and the payroll reporting is readily available and included in your monthly financial statements. Our payroll services are easy, flexible and transparent. We do not escrow your money to pay future taxes or deduct from your bank account with the memo “payroll taxes”. You pay the taxing authorities directly so you have record of the payments – we will just initiate the payments. We offer direct deposit, secure portals for employee checks and W-2’s and we are easy to contact!!! Adding our payroll services to your monthly accounting service package will eliminate the payroll headaches and notices that go along with trying to do it on your own.