| Services |
| Accounting Services |
- General ledger maintenance
- Bookkeeping & internal financial statement preparation (Monthly/Quarterly/Annually)
- Payroll setup, maintenance and support
- Personal Financial Statements
- Payroll Setup & Solutions
- Management Reporting - Set up or assist in setting up cost accounting reporting, overhead reporting, project reporting, etc.
|
| Tax Services |
- Tax planning to minimize your business and personal income taxes
- Tax return preparation for corporations, partnerships, LLCs, sole proprietors, estate fiduciares, and individuals
|
| QuickBooks® Software Support |
- Training and setup
- Provide solutions for your specific needs
|
| Pension Plan Consultations |
- Overview of qualified tax deferred 401(k) and 403(b) plans, Keoghs, and Self Employment Retirement Plans (SEPs)
- Assistance in shopping for services
- Assistance in plan implementation
|
| New Business Startup Package |
- Advice on Requirements for starting a business
- Business entity selection and filings for LLCs, Partnerships, Corporations, and business registrations
- Federal and State tax advice
- Business Plans
- General Ledger set-up (chart of accounts and in-house financial statements)
- Payroll implementation
- Software implementation and training
|
