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Financial District

SERVICES

Designed to Meet Every Client’s Needs

ACCOUNTING & BOOKKEEPING SERVICES

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  • Accrual and Cash basis bookkeeping services

  • Monthly bank and credit card reconciliations

  • Accounts payable

  • Accounts receivable

  • Inventory tracking

  • Fixed asset management

  • Year-end services

  • 1099 filings

     

TAX SERVICES 

  • Business tax preparation (Sole Proprietorship, LLC, S-Corp, and C-Corp)

  • Individual tax preparation

  • Estate/Trust/Gift tax preparation 

  • Exempt organization tax reporting

  • Tax planning and Consulting

  • Business Property tax return preparation and filing

PAYROLL SERVICES

  • Payroll processing

  • Payroll tax filings

  • Time & attendance tracking

CFO SERVICES

  • Cash flow tracking and analysis

  • Job costing

  • Management reporting

  • Annual Company Budgeting and forecasting

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