Exclusive Services

Starting, buying, or selling a business? We're here to guide you. The process of starting, buying, or selling a business is both complex and exciting. Whether you are opening a new chapter or closing an old one, our firm is your trusted partner. We provide guidance on navigating the available resources to ensure a smooth transition, assist in developing a solid business formation or exit strategy, and help you obtain the necessary licenses and permits. All our services are provided with a forward-looking approach, keeping state and federal tax requirements in mind.

Bookkeeping is the ongoing process of recording your company's financial transactions in an organized manner. This practice is essential for creating accurate financial reports that help assess business performance, provide clear financial information to creditors and stakeholders, and ensure preparedness for tax audits.

By combining Bookkeeping with Accounts Payable processing, your business can efficiently manage daily financial operations and meet upcoming obligations with confidence.

Our firm provides tailored solutions designed to meet the specific needs of your business, no matter where you operate. Our comprehensive services include ERP system recommendations, team structure consulting, merger and acquisition logistics, and more. We consider various factors like taxing jurisdictions, nexus, company size, and structure to ensure compliance and efficiency.

With tax rules differing by city, county, and state, we focus on simplifying the process while maximizing your tax savings. What sets us apart is our commitment to being a true business partner, working alongside you to achieve your goals.

While your business continues to grow, keeping your team happy and paid on time is vital! Delayed payroll operations could affect your employees' morale and your organization's brand, and sometimes it could be the ultimate reason your employees leave your team. Our payroll solution is cost-effective, flexible, and most importantly, reliable. Our simple process involves planning your input collection process, scheduling the process, and drafting up a mock pay run including pay stubs, direct deposit, overtime, vacation & sick time, dues, withholdings, advances, commissions, tips, etc.

This process is accompanied by the pertinent Quarterly reports, W2s, and 1099s that are necessary to keep your business current.

Microsoft and Intuit are the most dominant software providers when it comes to running the finances of U.S. based companies.

While there are great alternatives, it is valuable to understand the integration with these software companies as your vendors and customers will likely use them in their communication with your business. Major technology disruptions have severe impacts on your organization, and we dedicate ourselves to helping you mitigate that risk with short educational programs.

Enterprise resource planning (ERP) is a process of managing and integrating the important components of a businesses. Many ERP software applications are non-negotiable to companies because they help them implement resource planning by integrating all of the processes needed to run their operations with a single system.

Scalable foundations, efficient processes, and valuable insights are arguably the second most important aspect of any business (second only to its people). Our team is seasoned in providing and implementing the most successful tools in your industry. Our goal is to under-promise and over-deliver when it comes to leveraging our guidance.

Our network of partners is easily our most valuable asset. Our firm goes beyond the books and can connect you with community leaders in: • Web Design • Community Outreach • Insurance & Investment Strategies • Economic & Marketing Research • Legal &

Representation Services • and Much More