​We have developed an excellent reputation by taking care of the tax and accounting needs for a wide variety of businesses and individuals. Whether you need assistance with bookkeeping, financial management, tax filings, or something else, you can count on us for professional services. We have a wealth of information and are looking forward to working with you.
Do you already know what services you are interested in and just need a way to start working with us? Click the button below to schedule your free 30-minute consultation. We will use this time to figure out if we are the right fit for each other and ensure that you will get what you need, and more from working with us.
Full-Service Bookkeeping
Our Clients get personalized and responsive service from dedicated accounting professionals who help to keep their finances on track. We want you to feel confident that your accounting system accurately reflects your current situation so that you can concentrate on the things that matter.
L-3
Strategic
Planning
L-3
CFO
L-2
Budgeting
L-2
Cash Flow
L-1
Payroll
L-1
Sales Tax
L-1
Income
Tax
L-1
Bill
Payment
L-1
Financial
Reporting
Support Levels
All of our bookkeeping services fall into one of three categories based on the level of skill and training required to perform them.
L-3
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Strategic Planning - We help you to define strategy or direction for your business, and make decisions on allocating resources to pursue this strategy.
L-2
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CFO - A Chief Financial Officer helps you to manage financial actions.
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Budgeting - Prepare detailed financial projections.
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Cash Flow - We help you track the cash flow in and out of your business.
L-1
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Financial Reporting - Detailed and personalized reports.
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Payroll - Process payroll for your business.
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Bill Payment - Use of a bill payment system.
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Sales Tax - Ensure that your business is compliant.
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Income Tax - Ensure that your business is compliant.
Strategic Financial Reporting Inc.
- Bookkeeping Service Levels
Group
Bookkeeping Service
Bronze Plus
Silver
Platinum
Gold
L-1
Bookkeeping and Reconciling your Checking
L-1
Create all of your Accounting Journal Entries
L-1
Categorize your Expenses
L-1
Reconcile your Bank and QuickBooks
L-1
Real Time P&L and Statement of Cash Flows
L-1
Monthly Email Reports of Work to Date
L-1
24/7 QuickBooks Online Account Access
L-1
Bill Payment System
L-1
Customized Chart of Accounts
L-1
Payroll Plus Support
L-1
Customer Support Management
L-1
Receivables Management
L-2
L-2 Team
L-2
Email Support from your Accountant
L-2
Budgeting
L-3
Tax Preparation Review and Update
L-3
Strategy Review and Recommendation
L-3
CFO
L-3
Cash Flow Support/Communication
Tax Preparation and Planning
When it comes to tax planning and strategy, you need an advisor you can trust to do more than just prepare returns after the fact. With a proactive, forward-looking, and strategic approach, we give you the tools to support your overall financial objectives, while finding new ways to minimize your tax liability.
Compliance Services
Ensure that your company's financial matters are being handled in accordance with federal laws and regulations.
Year-Round Tax Planning
We will work with you proactively to ensure that you are prepared for taxes.
Tax Credit Discovery
We can help find out if you or your company is eligible for any tax credits
Compliance Services
Ensure that your company's financial matters are being handled in accordance with federal laws and regulations.
Tax Credit Discovery
We can help find out if you or your company is eligible for any tax credits
State & Local Audit Representation
We will represent you in the event that you or your business are audited.
Trust, Pass-Through, Gift & Estate Tax Returns
Advisement and preparation for trust, pass-through, gift, and estate tax returns.
Tax Minimization Strategies
Strategy and planning advisement for tax reduction and minimization.
Business Startup and Support
Improving revenues, increasing efficiencies, and managing your capital. We’ll work with you to identify, design, and implement high-value changes in your strategies to drive bottom-line results.
Business Coaching and Strategic Planning
Business Plan Consulting and Creation
Business Policy & Procedures Document Consulting & Creation