Tax & Accounting Services

Save time and focus on what you do best.

Bookkeeping Icon


Accurate record-keeping is essential to a successful business yet can also be complicated and time consuming. Your time is best served focusing on your core business, not on the day-to-day tasks of bookkeeping. Outsourcing your bookkeeping services can help you save time and allow you and your staff to focus on what you do best.

  • Access reliable and up-to-date data whenever and wherever with our digital cloud platform
  • Paper-free system & secure login for worry-free organization without messy file folders
  • Stay on top of everything with regularly scheduled Analysis of Business Performance reports
Payroll Icon


Payroll can be time consuming and difficult to manage. Let us make your employees happy with a cloud hosted system that’s accessible online and from a mobile device. Direct deposit and pay stub access 24/7. Our full service payroll manages all types of employees including W-2, 1099 contractors, and freelancers. We offer a flexible payroll schedule so you can pay employees when it works for you and on your schedule. 

  • Suitable for businesses of various sizes
  • Payroll tax processing
  • New hire reporting
  • Direct deposit
  • Employee financial wellness program
  • Dedicated payroll specialist
  • Labor compliance kits
  • Onboarding tools
  • Background screening
  • Analytics 
  • HR options
Outsource Controller Icon

Outsource Controller

We understand that personnel changes or business circumstances often create immediate needs for experienced controller level services on an interim, permanent or part-time basis. By outsourcing your controller function, you’ll be able to use resources as needed, without prematurely adding unnecessary overhead costs.

Our outsource controller services include: 

  • Accounting staff work reviews
  • Monthly financial close and process improvements
  • Budgeting, forecasting, and projections
  • Audit preparation and liaison with audit firm
  • Business income tax management
  • Assistance with complex accounting issues
Cashflow Icon

Cashflow & Budgeting Analysis

To a business, cash flow is something that can make or break your ability to survive. Proper cash management can improve your company’s liquidity, reduce costs, and increase profitability.

With our help and guidance you can stay on top of your finances and be ready for the future.

  • Maintain optimal cash flow levels by tracking sources & uses, forecasting, and budgeting accordingly.
  • Analyze your spending, re-balance your budget and/or debts for optimal cash flow to support your business’ success.
Personal Bill Pay Icon

Personal Bill Pay

Hiring a CPA isn’t just for businesses— if you need help managing the day-to-day needs of your personal finances we can help you with a variety of services that help you save time and offload the stress of personal finance.

These services include, but are not limited to:

  • Personal bill paying
  • Checkbook balancing
  • Online banking assistance
  • Personal financial statements
  • Liaison between advisors
  • Home office management
  • Financial record organization
Tax Management Icon

Tax Management

Did you know the average taxpayer spends 13 hours preparing their return? Not to mention the time spent researching and staying up-to-date with ever-changing tax laws throughout the year!

Your time shouldn’t be wasted trying to make sense of tax codes or “hoping” you’ve got it right…

Instead, be guided through a full range of tax planning and preparation decisions— minimizing your tax liability, maximizing your cash flow and keeping you on track for your financial goals. 

With expertise, experience, analysis, and thorough research, we’ll help you optimize your financial opportunities and work within the current tax laws.

Our tax return services include:

  • Personal
  • Corporations
  • S-Corporations
  • Partnerships
  • Estates
  • Trusts
  • Not for Profits
Entity Selection & Restructuring Icon

Entity Selection & Restructuring

Being a business owner comes with so many choices, including how your business is structured. The structure you choose for your business will not only help you stay protected but can also have major tax consequences.

We can help you determine and select the most advantageous entity structure for your business. Not only can this help protect your business, but it will put you in the best position for long-term success.


Let Us Handle The Rest

Contact us today and learn how we can help save you time and allow you and your staff to focus on what you do best.

Ebook Cover Template

6 Secrets to Startup Success

Download Our Free Guide!