Our vision is to become well known for providing clients’ peace of mind and helping them become financially solid. Our core values are evident in every aspect of our work and interaction with our clients. Our select clientele fits our overall mission and vision and shares our core values.
We bring to each engagement a financial service team possessing varied competencies. The team identifies the needs of the clients and develops a pathway that will transform the clients’ vision into reality. We believe that each client first needs a solid accounting foundation before implementing a sound plan for strategic financial growth.
We use a holistic approach to help clients achieve financial excellence. We measure our success by our clients’ financial solidity and our team members’ professional development.
(Holistic - takes into account all aspects of the client as a whole system rather than simply individual components)
“Your Solid Foundation for Growth”
We use a holistic approach on your business recognizing that in order to succeed your business must have established some basic building rocks. Many times new clients come to us with incomplete building rocks – we will stabilize your system and your accounting process. Then, we will help you improve the system and process thus building your foundation. Once your foundation is solid, we will help you strategize for growth and monitor your success.
Payroll & Benefits Set Up
Audit Preparation & Liaison
We offer the following services
Corporation set up
IRS exempt status applications
Accounting software selection and implementation. The most popular software we work with are Peachtree, QuickBooks, Fund EZ, MIP and Corp Pro.
Accounting Policies and Procedures Manual
Full payroll processing, reporting and tax payments
Liaison with employee benefits administrator – including quotes
Set up of integration of outside software with current accounting software
Dashboard reports for Board and annual report presentation
Benchmark reports of your organization against other similar organizations
Participation at Board meetings
Annual report preparation
Assistance with strategic planning
Cash reserve planning
Special process’ manual (e.g. event planning)
Grants financial management (including federal awards)