1. Small Business Services
Service Focus:
- Bookkeeping:
- Monthly income and expense tracking
- Accounts receivable/payable management
- Financial statement preparation (Profit & Loss, Balance Sheets)
- Tax Services:
- Small business tax preparation and filing
- Structuring guidance (LLC, S-Corp, etc.)
- Quarterly estimated tax payments
- Maximizing deductions (home office, startup costs, etc.)
2. Hobbyist Services
Service Focus:
- Bookkeeping:
- Simplified income and expense tracking
- Guidance on transitioning from hobby to business
- Tax Services:
- IRS hobby vs. business classification consulting
- Help with understanding deductible expenses if qualified as a business
- Avoiding penalties for misclassification
3. Farmer Services
Service Focus:
- Bookkeeping:
- Specialized farm income and expense tracking
- Inventory management (livestock, crops)
- Depreciation schedules for equipment and land improvements
- Tax Services:
- Farm-specific deductions (equipment, fuel, insurance)
- Section 179 and fuel tax credit optimization
- Crop insurance and government payment reporting
- Estate and succession planning for farms
4. Private Equity Services
Service Focus:
- Bookkeeping:
- Fund-level financial tracking and reporting
- K-1 preparation and distribution
- Compliance with multi-state and federal regulations
- Tax Services:
- Advanced tax strategies for carried interest and capital gains
- State & Local Tax (SALT) compliance
- Tax planning for fund managers and investors
- Year-end tax projections and strategic planning
Other Services:
Accounts Processing we provide outsourcing for your Accounts Payable & Accounts Receivable processing which is a perfect way to reduce demands on yourself & your staff, allowing you to focus more time on other important core business tasks. Collecting payment and processing payables is important to businesses of all sizes and our experts are here to help optimize profit.
