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Services

Budgeting and Forecasting

Budgeting and Forecasting

Budgeting and Forecasting

  • Cash Flow Management
  • Operational Analysis
  • Internal Controls
  • Profit Improvement Strategies
  • Risk Management

Bookkeeping

Budgeting and Forecasting

Budgeting and Forecasting

  • Accounts Payable and Receivable
  • Monthly Closings
  • Bank Reconciliations
  • General Ledger Maintenance
  • Financial Statement Reporting

Tax Planning and Filing

Budgeting and Forecasting

On Going Business Consulting

  • Individual Tax Planning
  • Business Tax Planning
  • Multi-State Tax Planning

On Going Business Consulting

On Going Business Consulting

On Going Business Consulting

  • Employee Benefits Plans
  • Employee Retention Plans
  • Succession Planning

Payroll

On Going Business Consulting

Retirement Consulting

  • Online Payroll Processing
  • Unemployment Claims
  • Customized Payroll Reports
  • Preparation of 1099 and 1096 
  • Assistance with State and Federal registration

Retirement Consulting

On Going Business Consulting

Retirement Consulting

  • Estate Planning
  • Retirement Plans (401k, Profit Sharing, IRA)
  • Life Insurance, Health Insurance
  • Trust Planning


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