Accountant Services

A bookkeeper handles day-to-day financial tasks like recording transactions and managing expenses, while an accountant analyzes the financial data, prepares complex reports, handles taxes, and provides strategic advice. Bookkeepers focus on keeping records organized, and accountants use those records for higher-level financial analysis. 

This package is tailored for business owners who want to combine bookkeeping, tax and planning services into one, discounted monthly rate. 

By working with our team of skilled tax and accounting professionals, you gain the advantages of having an experienced financial executive on your side—without the extra cost.

Whether we meet monthly, quarterly, or annually, we help you take control of your business finances, allowing you to focus on your core operations and make well-informed decisions for your tax and financial future.

• Accounting systems set-up, including Chart of Accounts and General Ledger
• Create reports and analyze financial information 
• Generate profit statements and balance sheets, and other custom financial reports
• Quarterly, monthly, and annual financial statements
• Business, Non-Profit & Individual tax preparation and filing
• Tax strategy planning and financial projections 

As your trusted financial advisor, our role is to help you succeed. If you're ready to roll your tax, bookkeeping and planning into one consistent monthly arrangement, contact us today!

Our Outsourced CFO services may be a better fit if you're looking for extra insight.