OUR SERVICES
Small steps lead to a big impact!
BOOKKEEPING
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Bookkeeping
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Account Reconciliations
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Financial Statements
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Online Secure Document Retention
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Process 1099 Misc
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Year-End Close
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Month-End Close
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GAAP Requirements
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Accounting Manual
LEGAL COMPLIANCE & ENTITY FORMATION
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Entity Formation
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Database Name Search
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Articles of Incorporation
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Tax ID Number
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Register with Tax Agencies
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Registered Agent of Process in CA
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Tax Notice Reminders
PAYROLL & HR
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Unlimited Payroll Processing
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Quarterly Payroll Returns
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Annual Payroll Returns
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Background Checks
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Employee Handbook
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HR Compliance
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On-boarding Process
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HR Benefits
FINANCIAL PLANNING & ANALYSIS
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Reduce Debt and Outflow
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Cash Flow Improvements
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Tracking Performance
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Value of Money
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Goals and Vision
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Budget Tracking
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Increase Cash Flow
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Internal Improvements
TAX RETURN PREP
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Individual Tax Return
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Corporation Tax Return
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E-File Returns
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Tax Strategies
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Legal Notice
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Tax Organizer
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Power of Attorney
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Secure Tax Portal
VIRTUAL CFO ON DEMAND
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Business Process Re-Engineering
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Tax Statement Savings
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Investment Tools
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1-3 Year Financial Map
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Process Improvements
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Performance Audit
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Impact Assessment
