We are accounting experts turning our client’s vision into value! Specialties: We provide virtual CFO and specialized accounting services to businesses. We have a full platform of accounting and business services for entrepreneurs seeking to outsource services to professional accountants.

We are here to forge Client Relationships and Strategic Partnerships which helps our businesses work through continued strategic growth and development all while knowing the numbers.

We offer general and specialized bookkeeping services which are determined by the needs of the client and size of the business. Services may include weekly/monthly/quarterly business analysis, custom designed reports, account reconciliation, financial forecast and business budgeting. Bill/tax payment services are critical to daily operations including payroll management.

Virtual CFO

Virtual CFO services can help your business be more profitable, effective and efficient in their daily processes through building a strategic partnership that allows our team assist with financial, training and management processes. Strategic planning and implementation can result in positive planning for growth and strengthened profits. Identify key performance indicators for tracking and review results of analysis. Provide assessments for risk an opportunity through strong competitive and market evaluations. A better financial analysis helps you make profitable and sustainable financial decisions.

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Tax Preparation/Planning

Effective tax preparation and planning can help you to minimize your future tax liability. We can help you proactively manage both your personal and your business tax issues, including understanding how upcoming business opportunities impact your tax status and vice versa. Not all tax planning opportunities are readily apparent. By having us on your team, you are more likely to benefit from those opportunities. We understand how the latest federal, state and local tax legislation and other developments affect you and your business and we are constantly identifying new ways to reduce federal, state or local tax liabilities.

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If your business does not currently have an accounting staff or if your business is outgrowing its current bookkeeping system, we can provide comprehensive bookkeeping and write-up services to ensure the smooth operation of the financial side of your business. As your business needs grow and change, we can provide input and planning assistance to make sure your accounting and financial systems keep pace with your business growth and development.

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Financial Statements

Financial statements are an important tool for management decision making. Financial statements also represent your business to lenders, partners, potential buyers and other interested parties. We will work closely with your key personnel to develop and finalize accurate and timely financial statements.

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AR/AP Management

State and local tax authorities are looking to maximize sales tax collections. We can help you understand and manage your sales tax obligations and prepare sales tax returns in an efficient and timely manner.

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Payroll Management

Our payroll management services ensure the correspondence is managed between the owner and processor. Provide data for changes and updates from employer. All reports are maintained by our team.  Internal preparation of payroll can be complicated and small business may lack the internal controls required to properly manage payroll which often leads to delayed filings, interest and penalties. We manage your payroll account with your chosen service provider.

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Business Consulting

As a true business partner, we are available to help you deal with any business problem or opportunity. We stand ready to engage in business consulting projects to help you make the right decisions for the future of your business. Whether you face questions related to expanding, selling or restructuring your business, we have the necessary business acumen and analytical capabilities to help you make the right decisions.

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Setting Up/Closing a Business

Setting up or closing a business can be daunting to the average person. We offer this service to ensure new businesses are installed according to regulations of their industry and businesses close with a degree of ease as the transition can be filled with many tasks. Few business decisions are more important, complex and potentially business altering than a buy or sell decision. When you are ready to sell your business, we can provide support at every step, including valuing the business, vetting potential buyers, and supporting due diligence. If a buying opportunity presents itself, we can help by providing valuation services, developing negotiation and financing strategies, and managing the due diligence process.

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Business Entity Selection

The business entity—LLP, LLC, sole proprietorship, partnership, corporation, etc.— that you select for your business has enormous financial and tax implications. It is important that you make the right decision. We can explain each choice and its implications. As your business grows and changes, the type of business entity you choose may need to change also.

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Notary Public

We are a public servant appointed by the State of Alabama to witness the signing of important documents and administer oaths. Records of all notary services are maintained in our office for state record keeping purposes.

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Call today to schedule an appointment!