Outsourced Accounting And Tax Solutions
New
Offers online services
New
Offers online services
About
We are business partners to our clients not just their accountant. We have financial services that will help them in planning . We do tax planning as well. We tend not to look at the monerary valuenof our clients but rather we build relationships
Highlights
Hired 3 times
5 employees
19 years in business
Serves SANTA ROSA VA , CA
Offers online services
Specialties
Industry
Sales & marketing, Healthcare, Technology / IT, Manufacturing, Financial services, Education, Retail / consumer goods, Real estate, Construction, Non-profit, Other industries
Annual income
Less than $100K in revenue, $100K - $500K in revenue, $500K - $1M in revenue, $1M - $5M in revenue, $5M - $10M in revenue, Greater than $10M
Accounting software
QuickBooks, Xero, Sage, Quicken, TurboTax, Customer currently don't use any accounting software
Accounting needs
Balancing books / bookkeeping, Preparing tax returns, Managing AR and AP, Preparing financial statements
Accounting for
Individual or sole proprietorship, Partnership, C-Corp / Corporation, S-Corp, Non-profit
No reviews (yet)
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Frequently asked questions
What is your typical process for working with a new customer?
A conference call if they are from another state or if they are from over 50 miles away. A personal visit to the office if possible
Services offered
Business Tax Preparation
Individual Tax Preparation
Accounting
Hr And Payroll
Financial Services And Planning