Services
What we offer
Bookkeeping & Accounting
Outsourced Bookkeeping
Our services include recording financial transactions such as
categorizing sales, expenses, payments, fixed assets, journal entries, depreciation calculations and entries, reconciling bank accounts and credit card statements, generating financial reports, managing accounts payable and receivable, etc.
Virtual CFO & Advisory Services
1. Financial Planning and Analysis: Develop and monitor financial plans, budgets, and forecasts to ensure long-term financial stability and growth for the business.
2. Cash Flow Management: Monitor and manage cash flow to ensure sufficient liquidity, optimize working capital, and minimize the risk of cash shortages.
3. Financial Reporting and Analysis: Prepare financial reports and analysis to provide insight into business performance and make informed decisions.
4. Budgeting and Forecasting: Develop and manage budgets and forecasts to monitor performance against goals, identify areas for improvement, and adjust plans accordingly.
5. Business Process Improvement: Identify opportunities to streamline and optimize financial processes to increase efficiency and reduce costs.
6. Strategic Planning: Develop and implement long-term financial strategies to help the business achieve its goals and objectives.
Tax Services
Individual and Small Business Tax Services
1. Tax Preparation: Prepare and file federal, state, and local tax returns for individuals, ensuring accuracy and compliance with tax laws and regulations.
2. Estimated Tax Payment Calculations: Help clients calculate estimated tax payments to avoid underpayment penalties.
3. Tax Review: Review prior year tax returns for potential errors and missed opportunities to amend returns and obtain refunds.
4. Electronic Filing: Provide clients with the option of electronic filing of their tax returns, ensuring quick and secure submission.
5. 1099 forms.
Maximum Tax Refund Guaranteed.
Life Insurance Products
Index Universal Life Insurance
Index Universal Life Insurance is a type of life insurance policy that provides both a death and living benefits plus a savings component. It allows policyholders to invest in market indices while providing protection against market downturns. This type of policy offers flexibility in premium payments and potential cash value accumulation. Additionally, the death benefit can be adjusted according to the policyholder’s needs. Book a free consultation to learn more.
Other Life Insurance Products
- Term Life
Insurance: Provides coverage for a specified term or period of time and pays a death benefit if the policyholder passes away during that period.
2. Whole Life
Insurance: Provides coverage for the policyholder’s entire life and includes a savings component that accumulates cash value over time. Schedule a free consultation with our experts today, let’s discuss your needs and budget.
