Core Business Services
At the core of our operations, we offer a comprehensive suite of Core Business Services that are tailored to meet the diverse needs of our clients. These services are designed to provide a holistic solution for all your business financial reporting requirements, ensuring accuracy, compliance, and clarity in your financial statements.
These Core Business Services work synergistically to provide a seamless and comprehensive solution for our clients’ financial reporting needs. Our team of professionals is committed to delivering exceptional service and ensuring that our clients’ financial statements are accurate, compliant, and transparent. By outsourcing these critical functions to us, our clients can focus on their core business activities and achieve operational excellence.
Piece One: Core Tax +
On Going Advisory
Our Tax Preparation and Ongoing Advisory Services help clients navigate the complexities of tax laws and regulations. We provide personalized tax planning strategies to minimize tax liabilities and optimize financial outcomes. Our team of tax professionals stays up-to-date with the latest tax codes and regulations to ensure that our clients are always in compliance.
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Advanced- Business Returns
- Individual Returns
- Post Tax Return Review
- Mid Year Business & Tax Meeting
- Year End Business & Tax Meeting
- IRS & Government Responses
- Unlimited Emails & Phone Calls
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Standard- Business Returns
- Individual Returns
- Post Tax Return Review
- Mid Year Business & Tax Meeting
- Year End Business & Tax Meeting
- IRS & Government Responses
- Unlimited Emails & Phone Calls
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Essentials*- Business Returns
- Individual Returns
- Post Tax Return Review
- Mid Year Business & Tax Meeting
- Year End Business & Tax Meeting
- IRS & Government Responses
- Unlimited Emails & Phone Calls
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Returns Only *- Business Returns
- Individual Returns
- Post Tax Return Review
- Mid Year Business & Tax Meeting
- Year End Business & Tax Meeting
- IRS & Government Responses
- Unlimited Emails & Phone Calls
* Only for clients with internal/external accounting and tax support
Piece Two: Core Accounting
Our Accounting Services encompass a range of tasks, including bookkeeping, financial statement preparation, and financial analysis. We use state-of-the-art accounting software to accurately and efficiently manage our clients’ financial records. Our experienced accountants provide valuable insights and recommendations to help our clients make informed business decisions.
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Full Service- Year End Trail Balance & Adjusting Entries
- Bookkeeping (Monthly/ Quarterly)
- Account Reconciliations (Monthly/Quarterly)
- Accounting/ Bookkeeping Review
- Client Meetings & Check Ins
- Unlimited Emails & Phone Calls
- Prepared Financial Statements (Optional)
- Annual Compiled Financial Statements (Optional)
- QBO Subscriptions -30% Off Retail (Optional)
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ADJ & REC- Year End Trail Balance & Adjusting Entries
- Bookkeeping (Monthly/ Quarterly)
- Account Reconciliations (Monthly/Quarterly)
- Accounting/ Bookkeeping Review
- Client Meetings & Check Ins
- Unlimited Emails & Phone Calls
- Prepared Financial Statements (N/A)
- Annual Compiled Financial Statements (Optional)
- QBO Subscriptions -30% Off Retail (Optional)
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Check In- Year End Trail Balance & Adjusting Entries
- Bookkeeping (Monthly/ Quarterly)
- Account Reconciliations (Monthly/Quarterly)
- Accounting/ Bookkeeping Review
- Client Meetings & Check Ins
- Unlimited Emails & Phone Calls
- Prepared Financial Statements (N/A)
- Annual Compiled Financial Statements (Optional)
- QBO Subscriptions -30% Off Retail (Optional)
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Annual*- Year End Trail Balance & Adjusting Entries
- Bookkeeping (Monthly/ Quarterly)
- Account Reconciliations (Monthly/Quarterly)
- Accounting/ Bookkeeping Review
- Client Meetings & Check Ins
- Unlimited Emails & Phone Calls
- Prepared Financial Statements (N/A)
- Annual Compiled Financial Statements (Optional)
- QBO Subscriptions -30% Off Retail (N/A)
* Only for clients with interna/external accounting and tax support
Piece Three: Core Payroll
Payroll Management is a key service we provide, handling every aspect of payroll processing for your business.
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After The Fact- Live Payroll Reporting
- Quarterly Payroll Tax Return Preparation
- Annual Tax preparation
- Preparation of W-2’s & W-3’s
- Information Returns (1099)**
- Review of 3rd Party Payroll Provider
- Unlimited Emails & Phone Calls
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Shareholder- Live Payroll Reporting
- Quarterly Payroll Tax Return Preparation
- Annual Tax preparation
- Preparation of W-2’s & W-3’s
- Information Returns (1099)**
- Review of 3rd Party Payroll Provider
- Unlimited Emails & Phone Calls
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Support- Live Payroll Reporting
- Quarterly Payroll Tax Return Preparation
- Annual Tax preparation
- Preparation of W-2’s & W-3’s
- Information Returns (1099)**
- Review of 3rd Party Payroll Provider
- Unlimited Emails & Phone Calls
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Informational**- Live Payroll Reporting
- Quarterly Payroll Tax Return Preparation
- Annual Tax preparation
- Preparation of W-2’s & W-3’s
- Information Returns (1099)**
- Review of 3rd Party Payroll Provider
- Unlimited Emails & Phone Calls
** Informational Only Services available for companies with no payroll, all information returns subject to volume limitations
Discover the Right Solution for Your Business
Our specialized services are just one part of the comprehensive support we provide. Whether you need expert advice, traditional business services, or tailored solutions, we’ve got you covered.
Get In Touch
We want to hear from you! Please fill out the form below and a representative will be in touch with you ASAP. Thank you!
Give Us A Visit
Need to drop off documents or stop by to say hello? Whether you’re visiting us in Lake Orion or Adrian, our doors are open and our teams are ready to help!
Lake Orion
46 W. Shadbolt Street, Ste A., Lake Orion, MI 48362
Mon-Fri 9am-5pm
Adrian
825 W Beecher St, Adrian, MI 49221
Mon-Fri 8am-5pm