Core Business Focus

Launching your own company or managing a small business can be one of the greatest challenges of your life. It can also be one of the your most rewarding experiences.

Victor Kiam of Remington Electric Razor fame once said, "Entrepreneurs are risk takers, willing to roll the dice with their money or reputation on the line in support of an idea or enterprise." Well, anyone who's rolled the dice in Vegas knows the odds are squarely against you.

Our job is to reduce risk and help eliminate that gambling feeling with practical approaches to take the weight of financial planning off your shoulders. We do this while offering sound business strategies that get results ... and allow you to focus on your core business activities

Customary Service

  • > On-site or virtual CFO
  • > Operate from our offices but connected to you electronically
  • > Specialize on online accounting programs, including QuickBooks
  • > Services project based or ongoing
  • > Services provided by contract or hourly

Bookkeeping

  • > Data entry
  • > Account reconciliations
  • > Accounts payable (AP)
  • > Invoicing and accounts receivable (AR)
  • > Cost/project analysis
  • > Budgeting and analysis
  • > Revenue tax returns – state, city and local
  • > Financial statements
  • > Banking, cash and investment management
  • > Cash receipts and disbursements

Payroll

  • > Fully integrated with your financial data
  • > Stand-alone payroll
  • > Multi-state
  • > Federal and state employment tax returns
  • > Employee benefit plans

Tax Preparation

  • > Revenue tax returns – state, city and local
  • > Federal and state employment tax returns
  • > Business federal tax returns
  • > Personal federal and state tax returns
  • > IRS tax implication expertise

Consulting Services

  • > New business set-up and operation
  • > Business marketing plan review
  • > Financial statement review
  • > QuickBooks set-up, customization and training
  • > Strategic planning
  • > Audit and review preparations
  • > Policies and procedures

Event planning

  • > Site selection and contract negotiation
  • > Pre-event site visits
  • > Budget management
  • > Food & beverage management
  • > Venue management
  • > Production management
  • > Audio-video and technical coordination
  • > Print coordination, including invitations, collateral and signage
  • > Evening events and daytime activities
  • > Attendee event evaluation
  • > Promotion and sponsorship opportunities
  • > Giveaway coordination