Many other services are available to you on request based upon your individual needs. Call our office and allow us the opportunity to assist you in achieving your business and individual goals. We will listen to your concerns and advise you based upon your individual needs and circumstances in order to achieve the maximum benefits attainable. We would like to hear from you with any questions or comments.
Click the title of the items below for more information
SMALL BUSINESS SERVICES
Management Consulting
Business Entity Formation
Business Tax Return Preparation
Financial Statement Preparation & Analysis
Cash Flow, Net Worth & Profit Analysis
BOOKKEEPING & PAYROLL TAX SERVICES
Quickbooks Set-Up & Training
This firm uses and supports QuickBooks. Jim George is a Certified QuickBooks Pro Advisor and has assisted numerous small business owners maintain their financial records. There’s a reason QuickBooks is the number one business accounting software. To learn more about set-up and training click here.
Bookkeeping Clean Up
We will organize your checking account records, post your banking transactions and reconcile your cash accounts. We will evaluate all outstanding invoices and write off any uncollectible accounts. We will adjust your books to reflect the correct outstanding balances of all credit cards, vehicle loans, inventory, payroll taxes and other balance sheet accounts
Payroll Preparation Services
We can compute your weekly, biweekly or other periodic payroll from information you provide. We then compute any related employer payroll taxes you may owe and summarize them all in a concise easy to understand memo. The memo and related pay stubs can be sent to you through our secured portal
Payroll Tax Return Preparation
We can calculate your outstanding payroll tax liabilities and in many cases file the related returns online as your representatives. We will prepare any monthly and quarterly payroll returns for you and give you guidance on how to file them, and pay the related liabilties.
Quickbooks Set-Up & Training
This firm uses and supports QuickBooks. Jim George is a Certified QuickBooks Pro Advisor and has assisted numerous small business owners maintain their financial records. There’s a reason QuickBooks is the number one business accounting software. To learn more about set-up and training click here.
Bookkeeping Clean Up
We will organize your checking account records, post your banking transactions and reconcile your cash accounts. We will evaluate all outstanding invoices and write off any uncollectible accounts. We will adjust your books to reflect the correct outstanding balances of all credit cards, vehicle loans, inventory, payroll taxes and other balance sheet accounts
Payroll Preparation Services
We can compute your weekly, biweekly or other periodic payroll from information you provide. We then compute any related employer payroll taxes you may owe and summarize them all in a concise easy to understand memo. The memo and related pay stubs can be sent to you through our secured portal
Payroll Tax Return Preparation
We can calculate your outstanding payroll tax liabilities and in many cases file the related returns online as your representatives. We will prepare any monthly and quarterly payroll returns for you and give you guidance on how to file them, and pay the related liabilties.
NOT-FOR-PROFIT SERVICES
Compliance Counseling
Avoiding conflicts of interest. UBIT, prohibited transactions and a host of other problems. How to establish segregation of duties. Comply with all state filing requirements.
Business Plan Development
Future expansion of operations, obtaining government funding, outsourcing services vs utilizing volunteers.
Cash Flow, Net Worth & Profit Analysis
Budgeting at current levels. Assisting with fundraising ideas, analyzing prior year results.
990 Preparation
Preparation of all non profit tax forms. 990, 990EZ, 990T, COF85, various other state annual registration forms.