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COMPREHENSIVE FINANCIAL SOLUTIONS

Accounting, payroll, sales tax, tax planning, and consulting services for small businesses.

Letting you focus your time and attention on growing your business.

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Owning a small business and running all of the compliant and legal financials and projections can be daunting! This is where I found myself two years ago when I first met Sarah. Within the first 4 months of working together, she completely turned around my financial health, created a plan with longevity, and immediately freed up hours of my time per week! 

 

– Dr. Beth, Turning Point Chiropractic

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Accounting

We provide customizable accounting services to give you the insight you need to track the financial health and growth of your business. Monthly reports will give you clarity on your income and expenses so that we can set and track your personalized goals to intentionally grow your business. 

Accounting Services: 

  • Monthly Bookkeeping 

  • Monthly Financial Reports:

    • Balance Sheet​

    • Profit & Loss

    • Statement of Cash Flows

  • Accounts Payable

  • Accounts Receivable

  • Bookkeeping Catch Up or Clean Up


If you’re ready to take control of your business growth and have confidence in your finances, let’s chat and customize your accounting plan!

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Sales Tax Filing

We file sales tax returns on your behalf giving you the confidence and peace of mind knowing that your sales tax returns are filed properly and on time, avoiding any late fees or penalties.  Whether you are on an annual, quarterly or monthly filing frequency, we have the experience and expertise to file your sales tax returns correctly and on time.  

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CFO Services

We offer CFO services to clients with more complex needs. We provide your business with strategic financial leadership to help you achieve short and long-term organizational goals. We assist you through complex financial problems, find superior solutions, and dig into our vast referral network to connect you with additional resources as needed.

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Payroll

Payroll doesn’t need to be a complicated, cumbersome task on your to-do list. We will manage and process your payroll for you, providing peace of mind that your employees and/or contractors are being paid on time. 

Payroll Services: 

  • Set up and management of your company payroll system 

  • Process weekly, bi-weekly, semi-monthly or monthly payroll for company employees 

  • Process and manage employee benefits and/or reimbursements

  • Pay contractors on your company pay schedule or on an as needed basis

  • Process and manage year-end tax forms (i.e. 1099s, W-2s, etc) for your company

 

If you’re ready to focus your time and energy on growing your business, then let go of payroll and let us help you start doing more of what you love!

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Tax Planning Strategy

Do you find yourself scrambling at the end of the year to file your tax returns?  Or hoping that you don't owe too much?  When it comes to maximizing deductions and identifying strategies to lower your tax liability, you need a proactive year-round approach!  Our tax planning strategy service is designed to help you make tax-savvy decisions throughout the year. 

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Consulting Services

Our consulting services are what set us apart! We are always here for you with reliable, consistent, timely communication. We help you envision what financial success means for your business, set personalized goals, and are available to answer any questions you have as you work to reach your financial goals.

LET'S GET STARTED!

Take control of your finances so that you are intentionally and strategically investing in the growth and success of your business and personal financial life.

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