Combining Services

Completing all of the services we offer in one place, allows there to be a more personal CPA to client relationship, which allows us to better help your business. Specifically, most CPAs focus on tax work and omit payroll because it requires 10 times more deadlines and responsibilities than they are willing to take on. However, I prefer to do my clients' payroll because I like to see my clients face to face on a regular basis, which creates a higher level relationship. We work together to make their business more efficient and profitable, which is more difficult to do subsequent to posted transactions. For this reason, we have a specific monthly process, listed below, that we apply to each successful business.


Monthly Process

We enter your monthly bank and credit card transactions, reconcile each account on our software, and produce a monthly financial statement. Utilizing this monthly process allows us to complete your remaining monthly, quarterly, and year end accounting much quicker. We do not invoice you until we produce the financial statement so you know that the process is complete for the month. Finally, this operation ensures we are making the best financial suggestions for your business.

Payroll and Employee Benefits

Payroll Setup

  • Register with appropriate agencies
  • Supply forms
  • Setup direct deposit
  • Provide time sheet and pay schedules
  • Setup Worker's Compensation
    • Pay as you go option
  • Determine independent contractor or employee

Payroll Processing

  • Enter wages, deduct taxes, and pay tax liabilities
  • Email pay stubs and management reports
  • Prepare and file quarterly and annual forms

Employee Benefits

  • Help manage employee benefits


  • The monthly processing described above
  • Expert accounting knowledge 
    • High transaction volume
  • Advanced balance sheet knowledge and skills
  • Specific accounting functions:
    • Accounts receivable/collections
    • Inventory
    • Accounts payable
    • Paying bills
    • Self-funding product loans or extended terms
    • Different profit centers and job costs


  • Entity selection
  • Prepare tax returns
    • Individual taxes
    • S-corporation
    • Partnerships
  • Consistent tax payments
    • Include tax payments in owner's payroll
  • Tax representation in front of tax agencies


  • Static and rolling budgets
  • Profitability analysis
  • Business turnaround situations
  • Cash management
  • Business valuation
  • Buying and selling businesses
  • Business coaching
  • & more