Services

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Bookkeeping Services

Bookkeeping is the heart of any business. It keeps the business flowing and provide insight on the health of the business by providing accurate up to date financial information about a business. If you don't know how your business is doing, then how do you know where your business is going? Without proper records your business is lost. Proper records will help you obtain grants, funding, loans, and help you be prepared in case you ever get audited or need an audit. Proper bookkeeping also saves you the stress during tax season!

Our Bookkeeping Services Include:

Recording of daily, monthly, yearly journal entries
Bank reconciliations
Bill payments
Financial Statements
Inventory Tracking
Payroll*
Invoicing
Accounts receivables and payables
Customized reporting
Financial Analysis
Preparation of quarterly estimated tax payments
Sales and Use Tax
Book clean up
And MORE!

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Auditing Services

The purpose of an audit is to provide assurance to stakeholders that an organization's financial statements are reliable, its operations are conducted in compliance with applicable laws and regulations, and its internal controls are effective in mitigating risks. Audits help ensure transparency, integrity, and trust in the financial reporting and management of an organization. There are several types of audits a company may need/require:

Review: Limited assurance service where analytical procedures on financial statements are performed to get an understanding of the company's finances
Compliance: Review a company's adherence to regulations and requirements set by the federal, state, and local governing entities
Audit: Most comprehensive type of assurance service where an opinion is expressed on a Company's financial statements to provide reasonable assurance that financials are prepared in accordance with Generally Accepted Accounting Principles (GAAP)

Auditing Services Objectives:

Verify accuracy and fairness of a company's financial statements
Assess whether a company is complying with relevant laws, regulations, and internal policies
Evaluate the effectiveness of a company's internal controls
Identify and assess potential risks and vulnerabilities within a company's operations
Provide an independent and objective assessment of an company's financial and operational activities

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Tax Preparation

Preparing your tax return should be as smooth as possible. With your books in order or even an effective tax plan in place, your return could be completed without much effort from you. Remember, without an extension, taxes are due usually by April 15th (April 18th for last tax season) without an extension. Even if you get an extension which pushes your filing deadline to October 15th, interest still accrues on the taxes owed from the date it was due.

We specialize in the following industries:

Trucking
Real Estate
Crypto
Food
Beauty
Fitness
Non-Profit
AND MORE!

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Tax Resolution

In 2022, the IRS received a $12.6 BILLION dollar budget, which was the largest increase (about 10%) in nearly a decade. In August 2022 Congress passed the Inflation Reduction Act which rewarded the IRS an additional $80 Billion over a 10-year period where a majority of the funds will go towards enforcement! If you owe the IRS, or have back taxes, or in an audit, we can help. The IRS can put a lien on your assets or levy your bank account/paychecks. The IRS has TEN years to collect a debt owed to them (while accruing penalties and interest). If you owe the IRS, DO NOT LET IT SIT. Even setting up a payment plan with the IRS is cumbersome because while you're paying monthly, interest is still accruing and it seems to be a never-ending payment cycle to them.

Tax Resolution Services Include:

Transcript analysis
Compliance (tax prep for any un-filed returns)
Resolution with IRS
Audit assistance
Penalty abatement

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CPA Services

Our CPA Advisory and Consulting Services are designed to provide expert financial guidance tailored to your business needs. Our CPA offers a comprehensive suite of services, including financial planning, tax strategy, business consulting, and risk management. We help businesses navigate complex financial landscapes, optimize performance, and achieve sustainable growth. Trust us to deliver personalized solutions that enhance your financial health and drive your success. Whether you are a startup or an established enterprise, our expertise ensures that you stay ahead in today's competitive market.

Our CPA Services Include:

Financial Reviews
Tax Planning
Budgeting Assistance
Compliance Reviews
KPI Development and Management
Strategic Planning
Cash Flow Management
Compliance and Risk Management
Financial Forecasting and Modeling
Business Advisory Services
Performance Analysis

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Industries we Serve

Food Industry

In the fast-paced and highly competitive food industry, keeping your finances in check is crucial for success. While bookkeeping ensures your financial records are accurate, CPA advisory services can take your business to the next level.