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DETAILS
General Info
Certified Public Accounting Services: -Business systems, controls, tax and financial goal-setting and monitoring consulting -Business entity selection consulting -Business plan coaching and consulting -Individual tax, financial goal-setting and monitoring, and retirement consulting -Tax preparation Financial Statements compiled Accounting system design, consulting and instruction -Organize business office for maximizing efficiency and effectiveness Chief Financial Officer Services: -Business planning and financial control. -Oversee and monitor accounting system credit, budgets, financing, contracts, and tax -Business system design, tax and financial goal-setting and monitoring consulting -Financial system design and consulting -Customized management and cost reporting -Cost containment, growth, and expansion consulting -Business and individual budgeting -Accounting system design, consulting and instruction -Asset, liabilities and equity account monitoring and reconciliation Bookkeeping Services: -Payroll reporting, payroll tax payments and quarterly payroll tax reporting -Sales tax preparation -Bank and credit card account reconciliations -Accounts payable bill payments -Accounts receivable invoicing Eldercare Services: -Review financial resources -Develop financial and tax plans -Develop retirement distribution plans -Review and pay bills -Prepare budget -Calculate and report cash flow -Monitor money receipts, recording and depositing -Reconcile bank, credit and investment accounts -Review medical benefits for receipts and accuracy -Prepare payroll and tax reports for household help -Evaluate costs of housing, medical care and other expenses -Locate and organize personal, financial and legal documents -Prepare inventory of personal assets -Review documents to assess gaps and address needs -Maintain records for taxes, wills, trusts and estates
Hours
Regular Hours
Mon - Fri:
Sat - SunClosed
Social Links
Categories
Financial Services, Accountants-Certified Public, Accounting Services, Bookkeeping, Business Coaches & Consultants, Business Management, Payroll Service, Senior Citizens Services & Organizations
Services/Products
    Bookkeeping ServicesFull Charge BookkeepersCost SegregationElder Care PlanningEstate Tax ReturnsIncorporationsPayroll Tax ReturnsFinancial PlanningCorporate Tax Return PreparationTax ConsultingElectronic Tax FilingIndividual Tax Return PreparationBusiness Tax Return PreparationBusiness AccountingBank ReconciliationsAccounts Payable & Receivable
    Business Management ConsultingRetirement PlanningPersonal BookkeepingTax PlanningPayroll ServicesTax Return PreparationBusiness CoachingAuditingState Tax ReturnsEstate ManagementFederal Tax ReturnsBusiness ServicesBusiness PlanningAsset ManagementW-2'sDirect Deposit
Payment Options
Brands
Quickbooks
Accreditation

Certified Public Accountant

Arizona Society of Certified Public Accountants

Data provided by one or more of the following: Thryv, Data Axle, Yext.