Your Dedicated Accounting Team
Introducing CLARITY!
CLARITY! is our new all inclusive service providing finance, accounting, tax service, and coaching for small to medium sized businesses.
Join other smart business owners who are getting their finances in line. Sometimes you need help with the financial line items beyond bookkeeping!
Your Finance SolutionJoin CLARITY!
Make decisions with a clear picture of your financial health.
Your CLARITY! Program offers comprehensive accounting and finance support from strategy to daily operations. Our dedicated team is focused on supporting your growth, helping you scale, and partner with you every step of the way.
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CLARITY! Basic
Ideal for businesses with no payroll or outsourced payroll
Starting at $500/mo
Fixed fee for all services. No surprises!
- Dedicated Service team
- Income tax preparation (entity and owners)
- Semi annual tax projection
- Monthly bookkeeping
- All accounts reconciled monthly
- Semi annual coaching calls
- Access to all team members for questions between regular coaching calls
- Dedicated secure portal for record sharing
- Access to online accounting 24/7 for reports
CLARITY! Plus
Ideal for businesses who want to use our payroll services
Starting at $800/mo
Fixed fee for all services. No surprises!
- Dedicated service team
- Quarterly tax projections and income tax preparation (entity and owners)
- Monthly bookkeeping and analytics
- All accounts reconciled monthly
- Payroll
- Quarterly coaching calls
- Access to all team members for questions between regular coaching calls
- Dedicated secure portal for record sharing
- Access to online accounting 24/7 for reports
CLARITY! Premium
Ideal for businesses who want to outsource all accounting functions
Custom Pricing
Includes PLUS + Add-ons.
- Everything in Plus +
- Real time bookkeeping
- Bill pay
- Budget and cash flow forecasting
- Monthly coaching calls
The CLARITY! Program is Your
New Accounting Partner
Our team of business advisors and CPAs are ready to help take your business to the next level — we will handle the accounting, and help with growth strategy. Let's go.
We view ourselves as a partner in your business’s success. Your dedicated team of finance and business experts is there for guidance on all of your accounting needs – and this is all included in your monthly CLARITY! program.
Questions? (610) 871-6706
........more on CLARITY!
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.
So Many Benefits
Gone are the days that years go by and you wish you had an accounting and tax strategy.
Software Integration Setup
Our team will help set up the necessary integrations you need for your bookkeeping efforts. QuickBooks Online, and more...
Streamline Processes
Our expert team will help uncover opportunities to streamline your company's accounting processes and tools.
Full Tax Preparation
You can rest easy knowing that your federal and state income tax filing, 1099s, and updates will be done for you.
Let's Get in Touch
Our expert team can help you find the right program. Please provide a bit of information and we’ll be in touch shortly.