Business Services

You determine what level of services you need on the spectrum:

  • Business Optimization/Coaching Sessions
  • Bookkeeping/Write-Up 
  • Back-office Accounting
  • Cash-flow management
  • Client Advisory Services 
  • Virtual P/T Controller/CFO

Business Tax Compliance & Planning 

We are current on all tax laws and regulations to insure our advice and compliance are aligned to the best possible tax scenarios allowed by law.  Tax minimization is our goal.  We also handle all IRS or state correspondence with decades of experience, including tax compromises and installment plans. 

File with drop-off or mail.  Drop-off or mail us your tax documents to either our Michigan or Florida office, or wait while we scan them.  

File without a visit.  Can’t come to our office?  Upload your tax docs and we’ll do the rest.

Transactional Services or Back-office Accounting

Our Transactional service provides you with traditional accounting services such as preparing your monthly financial statements –including balance sheets, industry financial comparisons, and more. At this point, we’re not just assisting you with tax returns, but also with more strategic planning. We’re not just a team of bookkeepers and accountants. We’re experts in laying a solid financial foundation to help your business accelerate.

Virtual Controller Services

Our proactive Controller service partners you up with an experienced Controller who works with you to help guide your business to success. If you’re a growing business that now needs professional financial advice, but can’t afford a full-time Controller, our Controller Services are a perfect fit. Our Controller services provide you with experienced support for tax returns, strategic planning, accounts payable and receivable, and detailed forecasting—all at the fraction of the cost of a full-time Controller. We get into more strategic cash flow management and dynamic forecasting. If you’re ready to scale, this kind of dynamic forecasting is a critical component of your future growth.

A-La-Carte Services

  • Paying Bills (Accounts Payable)
  • Invoicing Clients (Accounts Receivable)
  • Payroll Management
  • Cash-flow management
  • Business Optimization Sessions (aka Business Coaching)