Apps

You love your business…we love the bookkeeping

We are entrepreneurs, serving entrepreneurs…

We run our own business and help hundreds of entrepreneurs do the same. Our combined experience helps us understand what it truly takes to succeed as a business owner. As your dedicated advisor we offer the guidance and deeper financial insight needed to ensure business growth and long-term success.

Let us handle the accounting work for you:

Bookkeeping and payroll

We handle the books, including managing transaction classification and expense tracking…while also integrating payroll.

Bill paying and invoicing

We take over daily bill paying and invoicing tasks, as well as monitor and manage your cash flow to keep your business financially healthy.

Business tax planning and preparation

Compliance is key! When you have experts planning, preparing and filing your tax returns, rest assured that you will always be compliant.

Reporting and advice

We provide deep insight into your numbers and key performance indicators throughout the year…helping you make informed, smart business decisions.

OUTSOURCED ACCOUNTING

Your back office support system

Mentor

 
Includes:
  • Tax
  • Tax preparation
  • Section 199A QBI Tax and Salary Optimization
  • Small Business Tax Deduction Optimization
  • IRS Audit Defense (up to appeals)
  • Tax Planning
  • Business Advisory Services
  • Business Consultation, Periodic Business Review

Advisor

 
Includes Mentor plus:
  • Business Advisory Services
  • Direct access to your CPA (phone & email)
  • Review Retirement Plan
  • Succession Planning, Ownership Changes
  • QuickBooks Consulting
  • Payroll
  • Process Payroll (Bi-Weekly, Monthly, or Annual)
  • Submit payroll taxes to various agencies
  • Prepare quarterly and annual payroll tax reports
  • Provide employee access to electronic paystubs
  • Provide employer access to electronic records
  • Prepare W-2s

Partner

 
Includes Mentor plus:
  • Business Advisory Services
  • Budgeting, Forecasting, Goal-Setting
  • Cash Flow Analysis
  • Situational Tax Law Research (up to 3 hours annually)
  • Bookkeeping
  • Reconcile transactions in QuickBooks
  • Process bills and vendor payments
  • Track credit card charges