CLARITY! is our all inclusive services platform for small and medium sized business
Ideal for businesses with no payroll or outsourced payroll
- Income tax preparation (entity and owners)
- Semi annual tax projection
- Monthly bookkeeping
- Semi annual coaching calls
Ideal for businesses who want to use our payroll services
- Quarterly tax projections and income tax preparation for all owners
- Monthly bookkeeping and analytics
- Quarterly coaching calls
Ideal for businesses who want to outsource all accounting functions
- Everything in Plus+
- Real time bookkeeping
- Bill pay
- Budget and cash flow forecasting
- Monthly coaching calls
Business is our business! We want to help you be successful.
If the pandemic made anything more clear it was that businesses that had up-to-date and accurate information were able to make quick decisions. Whether that was applying for a PPP funds or determining they qualified for other grants and credits.
First and foremost we feel the best way we can help you be successful is to be your bookkeeper. That will ensure records are up to date, reconciled and accurate.
Next we will be your tax compliance department. Payroll, sales, income and other taxes will be filed timely and accurately.
Lastly, we will be your business coach. We will meet with you on a frequency you decide to discuss any and all business questions. We will dissect your financial data and make suggestions. No surprises when it comes to income taxes. We will prepare projections and plan so April 15th is just another day.
All of this is included in one monthly fee. One bill. No surprises.
Wouldn’t you rather work on your business rather than in your business. Focusing on selling your product or service instead of managing your accounts payable, calculating payroll, or invoicing your customers. Do you find it difficult to sit back and really plan the next step for your business? Many small business owners are forced to wear many different hats while running their businesses. Let our team of qualified professionals take some of the hassle out of the mundane accounting functions you find yourself in. Let us help you take your business to the next level. From budgeting and forecasting, to data analysis and back office support to give you the valuable information you need to help increase your profits and put more money in your pocket.
Interested? All you need to do is pick the service that best suits your business and complete the contact form or give us a call at 610-871-6700. Someone will get back to you as soon as possible.
In case you were wondering, we still provide all the traditional CPA services. Financial statements, audits and business valuations for example. You can get more details by searching for the specific services using the search feature or navigating to the services section.