Fiduciary Services

Being Organized Can Save
Your Business Money.

Forbes says the number 1 reason businesses lose money is due to bad accounting. Other reasons are:


  1. Not taking advantage of discounts by paying invoices on time.
  2. Preparing for tax advantages
  3. Poor utilization of assets
  4. Lack of planning and budgeting.
  5. Not knowing your business's financial numbers.
  6. Combined bank accounts for personal and business.

Bookkeeping Services

  • Training and set up of books and records
  • Update books and records for activity
  • Manage accounts receivable and accounts payable
  • Reconcile bank, credit card, and loan statements
  • Provide insight into operational efficiencies and pitfalls
  • Review financial reports and educate business owners on ways to capitalize and/or strategize on financial performance.
  • Business and income tax preparation
  • Financial statement preparation
  • Sales tax reporting
  • Property tax
  • 1099 & 1096 preparation
  • Payroll and payroll taxes
  • Business tax renewal