We offer service plans to meet the flexible needs of your business.
Our Silver plan handles the general day-to-day recording of transactions and the monthly bank and credit card reconciliations. Manage your 1099s. We provide in-house financial reports to assist in the management of your business, and we collaborate with your CPA to simplify preparing your taxes.
Our Gold plan alleviates the burden of the daily responsibilities of the business owner, enabling them to concentrate more on their business. Along with the Silver Plan services, we manage sales tax and accounts payable and implement fundamental cash and expense management processes.
Our Diamond Service Plan delivers expert comptroller services, handling your accounting, budgeting, and working closely with your CPA to ensure accuracy, compliance, and clarity, allowing you to focus on growth while we manage your financial operations seamlessly, tailored specifically to your business’s needs.
“Jim made it possible for me to focus more on the end of my business, which I know about. I do not need to worry about the bookkeeping end. I run a small machine shop, and he does all my billing and other day-to-day services. He works well with my accountant. I am happy I found him.” Steve Irvine Hi-Tech Turning and Milling”
Making Business Easier, One Solution at a Time