Outsourced Accounting And Tax Solutions
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SANTA ROSA VA, CA & Online
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
21 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
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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
Accounting
Individual Tax Preparation
Financial Services And Planning
Business Tax Preparation
Hr And Payroll