Let us take on the tasks that are slowing you down, keeping you from running your business or just from taking some time off! Let us do it to save you time, frustration and money! By outsourcing certain accounting functions, this will free up your time and can add a layer of internal controls that are difficult for small businesses with limited staff.

Business Advisory Services

Let us take on the tasks that are slowing you down, keeping you from running your business or just from taking some time off! Let us do it to save you time, frustration and money! By outsourcing certain accounting functions, this will free up your time and will add a layer of internal controls which can be difficult for small businesses with limited staff.

Our services include:

o Outsourced Controller Services
o Financial Statement Preparation
o Strategic Business Planning
o Succession Planning
o Full service Bookkeeping, Bank Reconciliations
o Payroll, sales tax, personal property tax filings
o Buy vs Lease Analysis

Tax Preparation & Planning

Preparing your own income tax return can be a task that leaves you with more questions than answers. According to a study released by the US Government’s General Accounting Office, 77% of 71 million taxpayers believe they benefited from using a professional tax preparer. Whether we like it or not, today’s tax laws are so complicated that filing a relatively simple return can be confusing. It is just too easy to overlook deductions and credits to which you are entitled. Even if you use a computer software program there’s no substitute for the assistance of an experienced tax professional. Let us reduce your tax stress!

Proactive tax planning is the key to successfully and legally reducing your tax liability. We continually look for ways to minimize your taxes throughout the year, not just at the end of the year. We spend over 40 hours each year in continuing education and make it a priority to keep current on the tax code and new tax regulations by attending tax seminars or self-study.

QuickBooks Support

Although QuickBooks is designed for the business owner to understand, the initial setup and installation must be done correctly in order for future information and reports to be accurate. We can help you choose the right version of QuickBooks to help you manage your business. We can also help train you and your staff on how to set up a chart of accounts, create and run reports and effectively use QuickBooks to save you time, effort and add to your bottom line.

Insurance Consulting

Mark has been a licensed life, health, and disability insurance agent since 1998. We offer a free review of current policies including Key Man and Buy-Sell Agreements to make sure your insurance needs are up to date. We work with several agencies and national experts that can help ensure that you have proper coverage, getting the best rates for health insurance or potentially using life insurance as a tax planning strategy.