Financial Consulting


  • Unlimited Consultation with Bookkeeper
  • Monthly Bookkeeping
  • Data Entry
  • Monthly Reports
  • Loan assessments/ Loan Doc Prep
  • Income Tax Preparation
  • Invoicing & payments
  • Account reconciliations
  • Accounts payable
  • Accounts receivable


  • Payroll Checks and/or Direct Deposit
  • Current and Year-To-Date Payroll Register
  • Check and/or Direct Deposit Register
  • Payroll Tax Liability Register
  • Vacation/Sick Leave Accruals
  • Time and Attendance Register
  • 401K Reporting
  • 941 Quarterly Returns
  • Federal Unemployment Return
  • Pay Federal Unemployment taxes
  • File State Unemployment return

Income Tax Preparation

  • Business tax preparation – corporate, LLC, etc.
  • Multi-state tax preparation for businesses
  • Tax returns for individuals
  • Estate tax returns
  • Form 990 tax return preparation for
  • Expatriate tax preparation and
  • FBAR filing
  • Quicker tax refunds with E-file
  • Strategic business tax planning
  • Business succession planning
  • Tax planning for non-profit organizations

Let's Start Your Financial Journey

Need Financial Assistance?

Fill out the form below to schedule your FREE meeting and together we’ll take your first step toward a better financial future.