Administrative, Accounting and Bookkeeping

A/P and Bill Paying Services

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.

Bookkeeping/Write Up

Delegate the record-keeping tasks to what we 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.

Sales Tax Services

We can assist your company in the compilation of information and preparation of sales tax returns in an efficient and timely manner.

Payroll Services

Our 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.

Records Scanning Storage and Management

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. We can then scan, organize and make those receipts, documents and records available at your fingertips online, all completely secure, cross referenced and indexed.

Business Administration Services

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.

Eldercare Handicapped Financial Services

Through our Eldercare Financial Service activities, we contract with the family of the elder citizen in a professional trust capacity 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

We understand the complexities and intricacies associated with the management of trusts and estates and base our credentials on our independence and financial objectivity. We are neither drafting your legal documents or personal beneficiary with any influence over a share of “the inheritance”. Consider us your 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

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

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.