Practice Areas
We pride ourselves on being flexible and versatile to meet each client's specific needs. Contact us to let us know what your needs are and we can tailor our services to you. We look forward to discussing how we can help improve the accounting and day-to-day operations of your business or nonprofit.
BOOKKEEPING
Good bookkeeping leads to good business management and growth.
Working primarily with Quickbooks Desktop and Quickbooks Online, we can work in conjunction with your current staff by providing year-end reviews or monthly reconciliations or if you do not have accounting staff in place, we can provide day-to-day bookkeeping in both accrual and cash basis accounting methods. Services may include:
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Bank reconciliations
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Accounts Receivable
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Accounts payable
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creating invoices
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paying bills
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Sales tax payments
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Monthly reports
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Profit & Loss statements
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Balance sheets
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Budget v Actual reporting
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Payroll
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1099 and W-2 filing
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The extent of our services provided is tailored to the needs of each organization.
QUICKBOOKS
TRAINING
Impossible
is just an opinion.
If your organization wants to get set up and trained in Quickbooks online or desktop, we can provide the assistance to get you you ready to go!
We provide in-person and online screensharing options for training. We can tailor the training to be as in-depth as you like, whether you will then have your staff work in QB entirely on their own or in conjunction with our firm.
After initial training sessions are complete, we are available for support with any issues or questions that arise!
PAYROLL
Behind every good business is a great payroll clerk.
We provide payroll services and are comfortable working on multiple platforms. Our services include:
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Calculate and pay federal, state, and local taxes
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Set up employees with direct deposit
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Pay independent contractors
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Track and maintain PTO and vacation accrual
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Track and pay insurance, 401k and other employee deductions
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Quarterly and year-end filings such as 941s, 1099's and W-2's
CFO/
CONTROLLER
Planning today = Success tomorrow
Donna Meacham has over 30 years experience as a CFO for medical organizations. She can provide services on restructuring and streamlining processes to become more cost-effective, and more. Services may include:
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Assist management with important financial decisions
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Prepare financial documents such as business reports, financial forecasts and statements to understand the financial state of business
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Supervise employees in preparing financial reports and budgets
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Monitor a company's financial reports and determine ways to reduce costs
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Keep up-to-date on the financial market to understand how to maximize profits and find new expansion areas
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Understand the financials of a company in order to meet legal requirements and keep the financial state in good standing
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TAXES
We prepare tax returns for individuals, businesses and non-profits.
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File for individuals, partnerships and corporations
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File nonprofit returns 990-N, 990-EZ, and 990
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Amend previous returns
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Work with clients to maximize deductions
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Proactive tax planning to ensure clients have the best outcome
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Assistance with IRS notices
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SERVICE AREAS
Our industry interest is nonprofit and service organizations. Approximately 60% of our client base is non-profits of all sizes, from those with budgets under $100,000 to over $1,000,000. Our services can include any of the following that may be needed: bookkeeping, monthly reconciliations, financial tracking and reporting for grants, monthly reports for board meetings, 990 filings, charitable solicitation permit renewals and more.
Other industries we proudly serve include:
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Environmental Labs
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Schools/Educational Organizations
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Recreational Clubs
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Unique small businesses
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Medical Services
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Churches
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Construction & Landscaping
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Rental Real Estate