If you run a business—like a veterinary or dental practice, or perhaps a real estate management company—you know your success depends on specialized expertise.
But running a business requires other kinds of expertise, too—like bookkeeping, expense management, payroll, financial reporting, and tax planning. Not to mention that growing a business also means forming key financial strategies and maintaining an eye on the future.
Does your business have the time or resources available to give these responsibilities the attention they need?
|Personal contact via phone & email||✔||✔||✔|
|Quarterly management meetings(phone, office, virtual)||X||✔||✔|
|Routine, customized bookkeeping||✔||✔||✔|
|Due date monitoring||✔||✔||✔|
|Real-time software access||✔||✔||✔|
|Cloud-hosted, shared access software||X||✔||✔|
|Timely financial reports||✔||✔||✔|
|Business trend analysis||✔||✔||✔|
|Cash flow management||X||✔||✔|
|Key Performance Indicator (KPI) review||X||X||✔|
|Annual strategy meeting||X||X||✔|
|IRS & AUDIT SUPPORT|
|IRS letter review & response||X||✔||✔|
|Full audit representation with IRS||X||X||✔|