Services

Bookkeeping Services: Your Financial Foundation

• QuickBooks Online Expertise: 

• Seamless setup and ongoing maintenance.

• Thorough cleanup to ensure accuracy.

• Historical bookkeeping to catch up on past records.

• Precise transaction categorization.

• Regular bank reconciliations.

• Efficient month-end close procedures.

• Detailed financial report generation.

Payroll Services: Simplify Your Employee Management

• Complete Payroll Solutions: 

• Setup and accurate processing.

• 401k setup and administration.

• Streamlined employee onboarding.

• Contractor payment processing.

Tax Services: Minimize Liabilities, Maximize Savings

• Strategic Tax Planning: 

• Estimated tax calculations.

• Proactive tax planning strategies.

• Accurate preparation and filing of corporate and personal tax returns.

Corporate Formation Services: Launch Your Business with Confidence

• Entity Setup & Elections: 

• Expert guidance and filing for LLC, PLLC, PC, C-Corp, and S-Corp formations, including S-Corp elections.

CFO Services: Strategic Financial Leadership

• Drive Profitability & Growth: 

• Precise cash flow forecasting and management.

• In-depth profit analysis.

• Effective labor cost management.

• Data-driven revenue projections and budgeting.

• Key Performance Indicator (KPI) tracking and data analysis.

• Customized financial reports.

• State Reporting and Business Occupational licensing.

Patient Billing Services: Focus on Your Patients, We'll Handle the Rest

• Mental Health Practice Billing Specialists: 

• Seamless integration with Simple Practice and Theranest.

• Daily processing of insurance and cash-paying client transactions.

• Increased cash flow and reduced administrative burden.

• Allowing you to focus on your clients.