Navigate Your Financial Future with Confidence

Our Professional Services

Industry Specific Bookkeeping

Bookkeeping you’ll actually understand to help you with the following:

  • We send invoices to your customers
  • We apply customer payments received to the correct customer invoices.
  • We upload company bills for your review, then schedule payments.
  • We accurately categorize your business expenses such as materials & supplies, labor, fuel, insurance & rent/lease payments.
  • We handle fixed asset management: Tracking & monitoring the value of your equipment so you know how much it is all worth.
  • We handle loan management: Keeping an eye on what you’ve paid in principal vs interest on your business loan(s) throughout the year.
  • We handle Profit/Loss & Balance Sheet reporting: Get a clear view of your revenue vs. expenses as well as your Business’ net worth, helping you stay on top of your business’s financial health.

Payroll Services

We simplify payroll for your service business. We can help with the following:

  • Proper & Simple Payroll Set Up: Set up a payroll system that matches your business needs. 
  • Employee Time Tracking & Timecard Review: Establish a way to track & manage employee clock in’s and clock out’s.
  • Payroll Processing: We handle getting your employee’s paid accurately and on time.
  • Prevailing Wage/ Certified Payroll: We accurately complete certified payroll for Government funded projects.
accounting report and calculator

Tax Planning, Compliance & Filing

Work with our Blue Collar CPA to develop a tax plan & strategy perfect for you & your business.

  • Tax planning: Proactive strategies to minimize tax liabilities throughout the year.

  • Tax Filing: File your taxes on time and stress free!
  • Entity Formation: Establish or change your business’ optimal business structure (LLC, S-Corp, etc.) for tax efficiency.
  • Tax Account Set Up: Do you need to be charging sales tax? We can help you find out – and 1. develop ways to include those charges in your services and 2. Easily track what is owed to the state.

Business & Accounting Advisory Services

Our Advisory Services Can Help With The Common Issues Service Business Face:

  • Automated Accounts Payable Systems: Create a more efficient process to upload, schedule, and categorize the bills your business owes.
  • Job Costing & Pricing Strategy : Know how much it costs to deliver your service for each job you do. Develop a consistent pricing strategy to go along with that.
  • Budgeting & Planning: Figure out how much money is coming in, how much is going out, and make a game plan for what it best.
  • Startup advisory: Ideal for helping new businesses get setup correctly incudling; licenses, registrations, and initial financial systems such as business bank accounts, business checks, & payroll systems.
  • Lead to Quote to Invoice Strategies: Ensure an organized process for both you and your customers by deloping a consistent method of capturing leads, sending a quote/estimate, and invoice.
  • Employee Benefits Consulting: Helping structure benefit plans and retirement options (e.g., 401(k), health plans)
  • Sub-Contractor Onboarding & Compliance: Establish a streamlined way capture and organize sub-contractors insurance, tax documents for end of year, & administrative contacts to do business without any hiccups.
  • Customer Onboarding Strategy: Ensure customers know what to expect, select the products/services that are the best fit for them, and organize their information effectively.
  • Insurance Premium Strategy: Implement proven strategies to lower premiums for the standard insurances eating at your business’ profits such as; Workers Comp, General & Excess Liability, & Equipment Insurance.
  • Cash & Loan Managment: Treasury services to manage your cash & debt. In addition, improve the way you present and talk about your finances to lenders. This will lead your business to attract lenders at better interest rates & borrow more money to grow your business.

Business & Accounting Advisory Services

Our Advisory Services Can Help With The Common Issues Service Business Face:

  • Automated Accounts Payable Systems: Create a more efficient process to upload, schedule, and categorize the bills your business owes.
  • Job Costing & Pricing Strategy : Know how much it costs to deliver your service for each job you do. Develop a consistent pricing strategy to go along with that.
  • Budgeting & Planning: Figure out how much money is coming in, how much is going out, and make a game plan for what it best.
  • Startup advisory: Ideal for helping new businesses get setup correctly incudling; licenses, registrations, and initial financial systems such as business bank accounts, business checks, & payroll systems.
  • Lead to Quote to Invoice Strategies: Ensure an organized process for both you and your customers by deloping a consistent method of capturing leads, sending a quote/estimate, and invoice.
  • Employee Benefits Consulting: Helping structure benefit plans and retirement options (e.g., 401(k), health plans)
  • Sub-Contractor Onboarding & Compliance: Establish a streamlined way capture and organize sub-contractors insurance, tax documents for end of year, & administrative contacts to do business without any hiccups.
  • Customer Onboarding Strategy: Ensure customers know what to expect,select the products/services that are the best fit for them, and organize their information effectively.
  • Insurance Premium Strategy: Implement proven strategies to lower premiums for the standard insurances eating at your business’ profits such as; Workers Comp, General & Excess Liability, & Equipment Insurance.
  • Cash & Loan Managment: Treasury services to manage your cash & debt. In addition, improve the way you present and talk about your finances to lenders. This will lead your business to attract lenders at better interest rates & borrow more money to grow your business.