• Individual and Business
• Corporate
• Partnerships

Do more of what you love, focus on running your business and leave the recordkeeping to the experts.

• Set up chart of accounts
• Perform monthly bank account and balance sheet reconciliations
• Produce monthly financial statements
• Maintain supporting documents
• Provide a full, comprehensive set of reports, and access to your bookkeeping file available 24/7

We tailor our services to meet the needs of each individual client. Whether you have one employee or 100+, rest assured that you will get a personalized payroll service tailored to your business from a dedicated payroll team.

• Assist with set up of payroll process and related internal controls
• Data entry of payroll data
• Set up of multiple payroll schedules and handle multiple locations
• Payment of all tax liabilities
• Preparation and filing of all quarterly and annual federal and state payroll forms
• Provide a full array of electronic services including direct deposit, tax payments, and electronic filing
• Delivers complete year end W-2 forms
• Handle tracking and accrual of sick, personal, and vacation time
• Provide a full, comprehensive set of reports, available 24*7
• Provide employee portal access for paystubs and W-2s
• Handle 401(k) plan administration
• Accommodate and remit pay-as-you-go workers’ compensation
• Complete annual worker’s compensation audits

Our business management relationships are built on trust and partnership, so that you can rest assured that we have only your best interests in mind when implementing a customized solution for your business.

• Provide personal and business bookkeeping
• Pay all your bills
• Make all bank deposits
• Prepare monthly bank reconciliations
• Maintain general ledger
• Assist with cash management, budgeting, and financial planning
• Coordinate payments to independent contractors and prepare 1099s
• Handle payroll for your household and business staff
• Handle mortgages, lines of credit, overdraft protection, business loans. Also prepare all loan documents and coordinate loan requirements with lenders
• Work with investment advisors, bankers, insurance agents, mortgage brokers, real estate agents, and other service providers to provide you with the business management services you need

For those individuals unable or unwilling to manage their finances, we can take away the worries of paying bills, maintaining bank accounts, interfacing with financial personnel, reviewing financial information and even opening and sorting the mail. Our financial management services provide peace of mind about your loved ones and prevent elderly abuse.

• Bill pay services
• Reconcile bank accounts and check book balancing
• Prepare monthly financial statements
• Record keeping for all financial and tax paperwork
• Opening and Sorting Mail
• Payroll for Household Employees and Caregivers