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·         A/P and Bill Paying Services

·         Bookkeeping/Write-Up

·         Sales Tax Services

·         Professional Fiduciary Services

·         Financial Technology Support

·         Records Scanning, Storage and Management

·         Payroll Services

·         Business Administration Services

·         Trust or Estate Administration Services

A/P and Bill Paying Services

On a personal level, your time and priority is generally focused on the health and well-being of yourself or your loved ones. From a business perspective, your experience and skills are in creating or selling the goods and services of your company to bring in new income and retain market share. Every minute you spend paying and managing bills is time you will never recover in which you could have been interacting with your loved ones, developing that lifelong relationship of locating the next customer. Why not let us handle the bill paying and expense management aspects of your business or personal life. Our experience allows us to often perform these tasks far more efficiently that either you doing that work on your own or having to hire a staff person to perform this function for your business.

Records Scanning, Storage and Management

Paper, paper everywhere!! Are you finding it hard to discern what receipts and documents you need to keep and which ones you don’t? Simply send them to us. We can then scan, organize and make those receipts, documents and records available at your fingertips online, all completely secure, cross referenced and indexed. Then if or when you need to find that information in the future, a few clicks of the mouse on your computer and —voila, there it is!! No more searching through file cabinets, storage boxes or up in the far corners of your attic. Always have a backup of your important papers in the event of a fire or flood. Reduce your paper clutter and simplify your life with this safe and secure alternative.

Bookkeeping/Write-Up

Meaningful, well-organized and accurate record-keeping is essential to any successful venture in both business and in one’s personal life. Yet, such tasks can often be complicated, time consuming or overwhelming. Our bookkeeping and write-up services help free your time and reduce your stress by accurately organizing and maintaining your financial records and information. This allows you to focus your talents and skills on the core activities of your business and personal life. Why not delegate the record-keeping tasks to what we do best? You can then focus your energy on those activities you do best. Our professional staff can organize your records and keep track of your day-to-day transactions so that you gain the time and energy to focus on the more important aspects of your business or personal life.

Payroll Services

Our payroll services can help you reduce the time spent on administration through developing and implementing a computerized payroll system that will facilitate processing, timely payment and preparation of tax returns.

Sales Tax Services

Many of our clients are responsible for collecting and submitting sales taxes in many different vicinities. We can assist your company in the compilation of information and preparation of sales tax returns in an efficient and timely manner.

Business Administration Services

Like Payroll and Bill Paying services, many businesses find it far more efficient and cost effective to outsource a good portion of their administrative activities. We have the the most up-to-date technology as well as an already trained staff to handle the more general and mundane aspects of running your business. Why duplicate computer systems and technology that we already have? Why spend your own time finding, training and making the same old mistakes with new hires when we already have the business administration experience? Our experience is that we often can do higher level work for pennies when compared to a novice small business owner trying to duplicate this necessary function using the “do-it-yourself” method.

Eldercare & Handicapped Financial Services

As the “baby-boom” generation ages, the children spread to all corners of the planet and technology of financial transactions advancing faster than most seniors care to admit, empty nest moms and dads often find themselves living alone with no close family to help them handle even such simple tasks as on-line bill paying, writing checks, managing accounts, going to the bank and assuring that in the process of aging, their financial situation is secure and protected from the growing sophistication of unscrupulous crooks and identity thieves. Through our Eldercare Financial Service activities, we contract with the family of the elder citizen in a professional trust capacity (no transaction is initiated without the full knowledge and consent of all members of the family) to locally manage and deal with the day to day financial transactions of our aging parents and regularly report to the family on spending trends, financial activities and variances from established budgets so that more informed decisions can be made by both the senior and the concerned family.  This same service can be useful to handicapped individuals who can also find difficulty in the management of day to day financial affairs.

Trust or Estate Administration Services

Have you been nominated to be the executor or personal representative in a loved one’s Last Will? Have you been appointed to be the trustee of a loved one’s affairs, either while they are incapacitated or in poor health, or in managing the money after death for the benefit of the heirs? Have you ever had this level of financial responsibility before? Do you know that you can be held personally liable and must be able to defend your actions and decisions regarding any transaction forever, should a would-be heir, beneficiary or even if their offspring perceive you might have made a misjudgement? How much experience in the actual day-to-day operation of a trust or estate do you really have? Though we cannot remove the burden of this awesome responsibility off of your shoulders, our professional staff can assure you that every “i” has been dotted and every “t” has been crossed. We can provide you the path and direction to minimize your potential risks. 

Professional Fiduciary Services

Are you drawing up a Last Will or establishing a trust for the benefit of your family and grandchildren? Is the lawyer who is drafting these documents suggesting that he or his firm be your trustee, which is a clear conflict of interest? Do you feel that the family member you are considering to be your personal rep or trustee may not have the experience to properly follow the directions your documents suggest? The very heart and soul of the accounting profession is that of having the highest ethical standards and building relationships of trust with our clients. We understand the complexities and intricacies associated with the management of trusts and estates and base our credentials on our independence and financial objectivity. Unlike a lawyer or a family member, we are neither drafting your legal documents or personal beneficiary with any influence over a share of “the inheritance”. Who is a better selection to assure that your trust or estate will be properly managed according to your wishes and desires?

Small Business Medical Insurance Plan Operations

Starting January 1, 2014, The Affordable Care Act, (aka “Obamacare”) has significantly changed what owner-operated businesses with less than 50 full-time equivalent workers can offer in the way of Medical Insurance Plans for both the owners and the workers. Further, the Internal Revenue Service has been given the responsibility to oversee and assure that both individuals and small businesses are in full compliance with these regulations. At penalty rates of $100 per day per worker a small business who the IRS determines is not in compliance can easily be bankrupted and put out of business. We have been in contact with the highest levels of the IRS to fully understand the impacts and ramifications of this new law and the payroll requirements it imposes specifically on small business. We can work with your medical insurance company or provide referrals to reputable medical insurance brokers who can optimize your medical insurance premiums, structure a plan that is fully ACA compliant and maximize the tax benefits for you and your employees.

Financial Technology Support

Whether you are an individual or a business, technology is transforming the old paper-based system of conducting financial transactions into a fully digital world. This will make conducting transactions faster and more fluid. However, this speed and efficiency comes with a requirement to invest in the newest technology. Often this new technology is lax in the area of financial “checks and balances” with unproven security track records. We are constantly upgrading our technology and testing our systems to assure they have adequate security safeguards and protections. As a client, you will have access to our knowledge base regarding the newest mobile technology and can use our experience in helping guide your decisions on the systems and devices that provide the greatest benefits and productivity vs. those that should be rejected as passing fads.