TEL: 724.488.7972
01 - Compliance
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Annual business tax return preparation
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Owner's personal return
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Quarterly estimated tax calculations
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Year-end tax planning session
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1099 preparation
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Annual entity structure review
SERVICES BUILT AROUND YOUR BUSINESS
We focus on building a financial partnership that works. Consistently, accurately, and without friction
02 - Growth Advisory
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Everything in Compliance, plus
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Monthly bookkeeping or bookkeeping review
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Monthly close and reconciliation
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Quarterly advisory meeting
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Job costing setup and review
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Proactive tax planning
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Payroll partnership management
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Sales tax return preparation and filing
03 - Strategic Finance Partner
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Everything in Growth Advisory, plus
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Biweekly strategy call with owner
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Cash flow forecasting
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Annual budget and monthly variance review
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Financial modeling for major decisions
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Loan-ready financial package preparation
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KPI dashboard access
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