Key Services

Entity Structuring

The legal structure of your business affects taxation, ownership rights, succession, capital acquisition, compliance, and exit planning. We can help you identify the best legal structure for your company (LLC, S-Corp, C-Corp, etc.) based on your operations and goals. 

Quickbooks Online Setup/Migration

Easy-to-use accounting software is at your fingertips with Quickbooks. We can manage your setup and migration so you can automate your accounting systems. 

Payroll Best Practices & Implementation

Running payroll is time-consuming and complex. There are compliance issues, deadlines, and security concerns, too. We can ensure that your company’s payroll process runs smoothly, accurately, and in compliance with all legal and tax requirements.

Cash Flow, Budgeting, Forecasting

Cash flow problems can stymie a business. We’re here to help you manage money in/out, allocate resources with precision, and anticipate where your company is heading.

Accounts Receivable and Payable – Best Practices

Struggling with late payments, inaccurate invoices, poor record-keeping, or account imbalances? We can help you standardize your invoicing and payments, reconcile your accounts, and automate systems.

Bank Reconciliations – Best Practices 

Whether it’s identifying discrepancies, compiling detailed records, offering regular reconciliation, setting internal controls, performing periodic audits, or syncing your banks with your accounting software, we guide you through the bank reconciliation process. 

Understanding Tax Deductions 

The government doesn’t need you to tip. We can help you identify what you can deduct—and how much of it—so you can keep more of your hard-earned money. 

Reasonable Owner Compensation

You’re paying your employees, but are you wondering what to pay yourself? We can help you figure that out. 

Independent Contractor/Employee Analysis

How you designate your employees and contractors matters. We can audit worker classifications and analyze payroll compliance and efficiency, limiting risks and maximizing profits. 

Estate and Trust Analysis

How’s your succession plan going? We can help you understand where your estate and trust are at so you can pass on more of your wealth to those you love. 

Business Valuation 

Even if you’re not looking to sell, knowing your business’ valuation is crucial for assessing financial health so you can make strategic financial decisions. It’s also necessary for tax and estate planning, and accessing financing, and gives you leverage in collaborative negotiations. Are you wondering what your company is worth? We can help you value your business.