FREE 30 MINUTE CONSULTATION

If you are just beginning or need a major accounting system overhaul, we can assist you with choosing financial software that fits your needs.   With many years of experience in all levels of QuickBooks programs we can help you choose and learn to use the best version of QuickBooks if you decide to use this financial software.  

All of your financial data goes into what is called a “Chart of Accounts.” It is a way to categorize your information for reporting purposes. This is the bones of your financial system. A good chart of accounts is very important. We can set-up a new one or adjust your current one according to IRS regulations and your personal preferences.  

 If your accounting system is a mess, or you just need a second look, we can review your general ledger to make sure that your records are a fair and accurate representation of your accounting records. We also can review past filings you’ve made with different jurisdictions to make sure they are accurate and make any necessary adjustments. 

 Part of your human resources is payroll management. General wages, commissions, dividends, payroll taxes and filings, 1099’s, and W-2/W-4 are all part of the employee process. We can take care of this for you in whichever way works best.  

Accounts Receivable and Accounts Payable are terms for money you are owed from customers and money you owe vendors.  We offer assistance with managing these systems. We can speak more on your needs for these during our consult.

Management of inventory can be a daunting task. The more you have the more stressful it can become. There are multiple ways you can handle this. You can manage it in-house using the financial software you have, integrate an additional software program to help manage it, or you can outsource your inventory managing to another company. We can discuss which option best suits your needs and then help you implement it.  Do you own real estate, vehicles, equipment, tools, etc? These items need special records kept. We can discuss more on this during our consult.  

 There are several different ways to do cost accounting. Not every company needs this. Some industry examples are manufacturing, construction, service/repair, medical services, and more. If you need to see the individual profit/losses on each job/item/etc, cost accounting is for you. We can help you in that process.  

We can help you set-up and manage your sales tax procedures, yearly state property tax returns (if applicable), and any other needs in this area you may have.

We can keep your checking, savings, credit card, loans, and other bank accounts in balance with your accounting records. If there are any differences between your accounting ledger and your bank statements, we will examine and adjust those items.

Properly recording all financial data according to both IRS regulations and the way that best suits your company is crucial to the production of financial statements. You will need these statements to determine the financial health of your business, use them to make any changes, to submit tax returns, apply for loans, etc. There are many types of statements you can review for different purposes. The main types of financial statements are as follows: Balance Sheet: What you are owed vs/ what you owe. This Includes your assets (money/property owned or owed to you), liabilities (money owed to others), and equity (net worth of the company). Income Statement/Profit & Loss: This includes all revenue and expenses for your company and gives you a financial profit or a loss for the period you are reviewing. Cash Flow Statement: This shows you where you cash is coming and going. It includes: Operating Activities (activities related to running your business), Investing Activities (purchase/sale of assets/securities), Financing Activities: (loans, owner/shareholder contributions/distributions/dividend payments, etc.) Retained Earnings/Equity Statement: This statement shows the earnings that have been kept by the company and possibly reinvested. It includes: Net Income (Bottom line from profit & loss), stock balances, paid-in capital, dividend/distribution payments, and issued stock. 

From setting up your accounts to resolving issues with past filings, we can help you navigate local, state, and federal tax issues. If federal income tax returns need to be adjusted, we will coordinate with your tax accountant.

Income Tax Accounting -  This service is currently unavailable. We hope to have it in the future. We will work with the tax accountant of your choice. If you do not have one, we can help you find one to fit your needs. 

Investing - This service is currently unavailable. We hope to have it in the future. If you are ready to start selling your company shares of common or preferred stock, we can either work with your investor or we can help find you one that suits your needs.

Whether you have 1 or 50 employees, having policies in place for the human resources side of your business is a very important part of your company’s success. Without it, your business may be at great risk and open to multiple penalties or lawsuits. Some areas covered in human resource polices are: Employee Time Tracking, Benefits, Discrimination & Harassment, Workplace Safety, Labor Rights, Recruitment, Termination, Handbook/Agreements, and more. 

After bringing your accounting up-to-date, if applicable, we can better guide you through any financial decisions you may be looking into. By looking at your past and present financial data, business goals, current economic status, and any other information deemed necessary, we can help you make any size financial decisions you may need help with.

Risk Management is basically assessing what could go wrong at any point in any circumstance. In business this could be a future project, a new business venture, change of board members, financial decisions, and much more. We can help you navigate these, sometimes daunting, decisions to either help you make a final choice on proceeding as is, making changes, or canceling a venture altogether. The choice will always be yours; we will just help give you information you may need to come to your final conclusion.

Assessing your organization’s risks won’t be helpful unless you also create a plan to address those risks. Risk assessments aside, you definitely want your company to grow. You’ve also most likely have been strategic planning quite often in your endeavors. We can help add to that to help plan for the future you want such as short and long-term goals. Some strategies may include action plans, projects, programs, and policies.

 In order to successfully grow your business, you need to comply with local, state, and federal jurisdictional requirements. In addition to basic rules and regulations on each jurisdictional level that each business must follow, each industry has its own separate list of compliance needs to be met. We can help you identify these regulations and help take actions to keep your company in compliance with said regulations. 

We provide notary services only in North Carolina. Electronic Notary is not yet available through us. You must provide your own legal forms to notarize with a notary section. If you need a notary form, we can provide examples from the NC Secretary of State for you to choose from. However, we cannot choose for you. If you need more help than those choices you will first need to seek legal advice. 

Fees:

$10 per signature. 

$50 per hour fee for Mobile Notary Service and further Administrative Services

$0  Mileage Charge

*Personal checks not accepted*

Not everyone knows how to organize, file, create a letterhead, write a business letter, create a website, etc. That’s okay! We can help with anything of the sort, provided we are not giving any legal advice.