Plan to meet with a CPA online to assess your needs and create your organized plan. You will receive a confirmation email with your online meeting info, access to your sharefile and a welcome kit that guides you through our service. During the session, you will have an opportunity to address any concerns you might have.
Select one of our affordable bookkeeping services. For a monthly fee, we create and maintain your general ledger using the #1 online accounting software. We connect your bank and credit accounts and complete monthly reconciliations. You gain online access and are able to review current financial statements on demand.
We will email you information to complete your income tax organizer prior to the consultation. The organizer is designed to help you gather the tax information needed to prepare your tax returns. We request copies of prior year tax returns and other relevant tax documents to complete an accurate analysis.
Planning is essential to success in any undertaking. Now is the time to chart your course to give yourself the best chance of achieving your goals. Once you have a clear plan, you will be able to better navigate. We help you create a tax plan, a financial plan and a business plan that align with your personal goals.
Dustin W. McQuillan, CPA founded the company in 2009. He applies specialized knowledge and experience gained from Public Accounting and Private Industry. He understands what it takes to develop valid concepts, how to build and grow profitable businesses and when to buy or sell equity.
Connect your bank account and QuickBooks Online downloads transactions automatically. Take photos of receipts and use the mobile app to attach them to transactions. You don’t have to worry about saving your file because it is already backed up with bank-level security.
Rely on our team to manage the accounting for you, so you can focus your time on what creates the most value. We hire and manage staff in order to offer a complete accounting solution that fulfills your needs. From monthly bookkeeping to annual tax preparation, we do it all.
We provide you with the same secure file sharing and storage solution that is used by 99% of the Fortune 500. Go paperless and simplify your workflow. Quickly exchange monthly statements, tax returns and more in a cloud that has 99.9% uptime, maximum security and is built for business.
Planning is essential for success. Make decisions confidently knowing that you invested the time to consider a plan that works. We will guide you through the process to develop a strategy, assess the market, organize resources, forecast sales, project income, budget expenses and project cash flows.
Meet with us before year end to complete a financial analysis, update your tax organizer and project your year end tax liability. Make financial decisions confidently knowing that you invested time to create a tax plan with a strategy that maximizes available credits and deductions.