Your One Source For All Your Business Financial Needs
TASC is designed to offer small businesses relief from the day-to-day accounting hassles while providing 24/7 access to financial data. We combine the latest Technology, Accounting and Software in a Collaborative environment to give you the freedom to pursue your passion.
|General Ledger – Evaluate your financial health and realize your business goals with our thorough, accurate reporting and critical analysis.|
|Reconcile bank accounts||✓||✓||✓|
|Reconcile electronic transactions into QuickBooks||✓||✓||✓|
|Reconcile credit card accounts||✓||✓||✓|
|Payroll – Turn this complicated administrative chore into a trouble-free function in your business that is both cost– and time–effective.|
|Submit payroll taxes to agencies||—||✓||✓|
|Prepare payroll tax returns||—||✓||✓|
|Provide employee access to electronic paystubs||—||✓||✓|
|Provide employer access to electronic pay records||—||✓||✓|
|Accounts Payable – Relax knowing everything is automated for you and you no longer need to manually enter invoices, chase approvals, wait for authorizations and track payments.|
|Process bills and vendor payments||—||—||✓|
|Track credit card expenses and receipts||—||—||✓|
|Prepare 1099s for contractors||✓||✓||✓|
|Provide digital access to paid bills||—||—||✓|
|Coaching – Improve your business health now and into the future with our expert coaching. We ensure that you are successful from the launch of your business until the day you retire.|
|Prepare quarterly financial statements||✓||✓||✓|
|Review other employee deductions for compliance||—||✓||✓|
|General business consulting||✓||✓||✓|
|Annual video conference to review key performance measures||✓||✓||✓|
Whether you are setting up your books for the first time or making the switch to QuickBooks Online, we can help. We will custom tailor your setup to your specific needs and provide you with initial training to enable you to use the software accurately and efficiently. We also provide ongoing support as part of our TASC solution.
Tax Planning and Preparation
Whether you’re a business or an individual, we work with you to develop a personalized plan with tax saving strategies that are tailored to your unique situation. Our goal is to reduce your tax liability, freeing capital to re-invest or take advantage of future opportunities. We strive to maintain a preferred preparer relationship with the IRS and keep up with IRS operating manuals to reduce the risk of time-consuming examinations and appeals.
As small business owner ourselves, we understand what it takes to cultivate a thriving business. Let our team be your off-site CFO, helping you make informed business decisions. Whether you are interpreting new tax laws, purchasing or selling a business, or considering buying versus leasing options, we deliver expert guidance on the important decisions and issues affecting your business and help to identify areas that are negatively affecting profitability and growth.
It is important to choose a financial advisor that is not only familiar with investment options, but can also evaluate the income tax considerations of your investment portfolio. Whether you are retiring or considering a career move, planning for your children’s education, or would like guidance on retirement plan options, we provide customized strategies to help you achieve your goals. Our expertise in tax planning gives us an advantage in managing your investments and putting more money in your pocket.