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.