Business Services for Local Retailers
Experience quality accounting, tax, and industry services, all in one spot.
Do you ever wish your financial records were up-to-date, accurate, and not taking up so much time? What if you could have timely financial statements and tax return services from a top professional services firm for an affordable price?
Make your life easier by working with a team of professionals with deep experience in business operations, so you can focus more time on running your business.
Choose the level of accounting and tax service that fits your needs.
One-size-fits-all solutions can leave opportunities on the table. As a business owner, you have specific goals, and our service packages are designed to grow with you as those goals evolve.
Our breadth of experience allows us to efficiently provide you with customizable package options to meet your business’s specific needs. We believe in community, and you can be confident that we're committed to our promise to know you and help you with individualized strategic advice to help take your business to the next level.
| Accounting Services | Retail Packages |
||
|---|---|---|---|
| Bronze | Silver | Gold | |
| Prepare bank reconciliations | X | X | X |
| Prepare credit card reconciliations | X | X | X |
| Prepare loan and line of credit reconciliations | X | X | X |
| Reclass transactions (simple) | X | X | X |
| Post sales monthly | X | X | |
| Post bank and credit card transactions | X | X | |
| Review and discuss client issues/financials (bi-annually) | X | X | |
| Calculate, file and schedule sales tax (monthly/quarterly) | X | X | |
| Review and post complex transactions | X | ||
| Review current processes and suggest efficiencies/automation | X | ||
| Review and discuss issues/financials (monthly/quarterly) | X | ||
| Additional à la carte services |
|---|
| Creation or review of an annual budget |
| Efficiency suggestions for payroll, accounts payable and receivable, and inventory |
| CFO-level consultation for strategic planning |
| Wealth management services |
| Payroll services |
| Tax compliance and preparation services |
| Conversion services (e.g., QBD to QBO) |
| Implementation of automation technologies |