Services Business

Business Services

We have experience with many types of business entities; partnerships, corporations, proprietorships, and LLC’s.  Although businesses are diverse, the goal is the same – a bigger, better bottom line.  Contact us so we can get to work on realizing efficiencies through financial management, today.

B

Banking | Financing

Introduce banking relationships and assist in compiling and providing financial information.

CI

Capital Investment

Determine the best project(s) to tackle, while providing the ROI of each project.

FS

Financial Statements

Create and present a personal financial statement.

P

Payroll

Online and simple... WisePay Solutions offers easy reporting and accounting software integration.

BKG

Bookkeeping

Organize and enter financial transactions. Set up, train and maintain QuickBooks.

CF

Cash Flow

Prepare a report to illustrate cash flow and identify sources and uses funds.

IC

Interim CFO

Perform company financial duties while searching for a permanent CFO.

SP

Succession planning

Plan the transfer of business responsibilities and financial management to dependents.

FB

Forecasting | Budgeting

Develop a budget while preparing a forecast of income and expenses.

CR

Compilation | Review

Present financials with assurance on a monthly, quarterly or annual basis.

OA

Operation Analysis

Analyze the financials of your company. Maximize your assets.

TPP

Tax Planning | Preparation

Create and implement a plan to seek tax efficiency and subsequently prepare tax documents.