Including data entry for all financial transactions, account reconciliation, and general ledger maintenance.
Options include company/employee setup and updates, time and wage entry, tax filings, and check mailing.
Our team is experienced in optimizing tax situations to align with wealth management goals for both individuals and small businesses.
Provided to clients by request and include financial statements, balance sheets, and statement of cash flows.
We provide guidance on best practices for the set-up of new small businesses based on client needs.
Including but not limited to estate planning, retirement planning, charitable giving strategies, and business development.