Accounting & Advisory Services

ACCOUNTING SERVICES

Accurate and timely financial data are a must for the service-based businesses we work with. Our services help you to gain the confidence you need to scale your business exponentially and profitably. Our accounting services include:

 

  • Bookkeeping
  • Payroll
  • Account Reconciliation
  • Financial Reporting

      STRATEGIC ADVISORY SERVICES

      As your strategic partner, we objectively help you craft your short-term and long-term goals and support you in reaching those goals. We provide you with sound advise that allows you to seize opportunities that come your way and create opportunities for growth and expansion. Some of our advisory services, include:

       

      • Budgeting
      • Profit Maximization
      • Forecasting
      • Business Analysis
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          OUR PACKAGES

          Profit Mastery
          Bookkeeping Compliance & Other Miscellaneous Services
          Post all business banking transactions
          Post all business credit card transactions
          Monthly bank and credit card reconciliations
          Monthly financial reporting
          Quarterly financial review
          Profit First instant snapshot annually
          Prepare annual 1099s [unlimited]
          Profit First Implementation
          Profit First complete profit strategy blueprint
          Bi-monthly profit allocation calculation
          Assessment of expenses to determine if anything can be minimised
          Monthly Strategy Meetings
          Quarterly Profit Reviews – Profit Strategy Blueprint Review & Profit Distribution
          Year End Profit Review- Financials and Profit Assessment. New Profit Strategy Blueprint and Next Year Goal planning.
          Tax Preparation/Compliance
          Prepare Personal Tax annually
          Prepare Business Tax Return annually (Schedule C, 1065 or 1120-S)
          Provide Insights on basic Tax Questions/Issues
          Calculate Quarterly Estimated Payments
          Respond to all IRS and State notices
          Provide audit representation and protection
          Tax Planning
          Provide indepth Tax Planning Services annually
          Payroll
          Payroll processing (weekly, bi-weekly, or monthly)
          Direct deposit payments to contractors
          Advance Accounting
          Make accounting entries to include accruals and prepayments
          Create accounting entries by class
          Business Advisory
          Sales Forecast
          Monthly Business Advisory Meetings
          Lean Business Plan
          Financial KPI Reporting
          Benchmark Metrics
          Financial Scenarios [up to 5]
          Financial Health Checkup Reporting (SWOT)
          [quarterly]
          Cashflow Projection Review [quarterly]
          Budget setup and analysis [quarterly]
          Accounts Receivable & Collections
          Full Lender Ready Business Plan
          Dedicated Account Manager
          Competitive Analysis
          Financial Review Meeting with Your Internal Team
          Response Time [within 24 hrs]
          Profit Maximizer
          Bookkeeping Compliance & Other Miscellaneous Services
          Post all business banking transactions
          Post all business credit card transactions
          Monthly bank and credit card reconciliations
          Monthly financial reporting
          Quarterly financial review
          Profit First instant snapshot annually
          Prepare annual 1099s [up to 12]
          Profit First Implementation
          Profit First complete profit strategy blueprint
          Bi-monthly profit allocation calculation
          Assessment of expenses to determine if anything can be minimised
          Monthly Strategy Meetings
          Quarterly Profit Reviews – Profit Strategy Blueprint Review & Profit Distribution
          Year End Profit Review- Financials and Profit Assessment. New Profit Strategy Blueprint and Next Year Goal planning.
          Tax Preparation/Compliance
          Prepare Personal Tax annually
          Prepare Business Tax Return annually (Schedule C, 1065 or 1120-S)
          Provide Insights on basic Tax Questions/Issues
          Calculate Quarterly Estimated Payments
          Respond to all IRS and State notices
          Provide audit representation and protection
          Tax Planning
          Provide indepth Tax Planning Services annually
          Payroll
          Payroll processing (weekly, bi-weekly, or monthly)
          Direct deposit payments to contractors
          Advanced Accounting
          Make accounting entries to include accruals and prepayments
          Create accounting entries by class
          Business Advisory
          Sales Forecast
          Monthly Business Advisory Meetings
          Lean Business Plan
          Financial KPI Reporting
          Benchmark Metrics
          Financial Scenarios [up to 2]
          Financial Health Checkup Reporting (SWOT)
          [semi-annually]
          Cashflow Projection Review [semi-annually]
          Budget setup and analysis [semi-annually]
          Response Time [within 48 hrs]
          Profit Management
          Bookkeeping Compliance & Other Miscellaneous Services
          Post all business banking transactions
          Post all business credit card transactions
          Monthly bank and credit card reconciliations
          Monthly financial reporting
          Quarterly financial review
          Profit First instant snapshot annually
          Prepare annual 1099s [up to 6]
          Profit First Implementation
          Profit First complete profit strategy blueprint
          Bi-monthly profit allocation calculation
          Assessment of expenses to determine if anything can be minimised
          Monthly Strategy Meetings
          Quarterly Profit Reviews – Profit Strategy Blueprint Review & Profit Distribution
          Year End Profit Review- Financials and Profit Assessment. New Profit Strategy Blueprint and Next Year Goal planning.
          Response Time [within 72 hrs]