Five Initial Points of Service

Many times clients wish to understand how best to leverage our services.  Below is a list of five traditional categories describing how we may work with our clients.

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  • Compliance

    • Individual Income Tax Returns
    • Business Income Tax Returns
    • Business Property Tax Returns
    • Quarterly Estimated Income Tax
    • Payroll Tax
    • 1099 Reporting

  • Engagement

    • Accountant Initiated Check-ups
    • Planned Meetings
    • Client Initiated Discussions

  • Software

    • Client Accounting Platform
    • Cloud Accounting Platform
    • Accountant’s Platform

  • Transaction

    • Recordkeeping
    • Reconciliations
    • Payables
    • Receivables
    • Fixed Assests
    • Budgeting
    • Accounting Coach

  • Reporting

    • Income Statement
    • Balance Sheet
    • Cash Flow
    • Management Reporting
    • Performance and Chart Reporting