We have the know-how that you need.
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.
To learn more about our services, scroll down or just click on the service group that interests 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 1 hour 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 from working with us.
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.
Strategic Financial Reporting Inc.
- Bookkeeping Service Levels
Bookkeeping and Reconciling your Checking
Create all of your Accounting Journal Entries
Categorize your Expenses
Reconcile your Software and Merchant Statements with your Bank and QuickBooks
Real Time Profit and Loss, Balance Sheet, and Statement of Cash Flows (Available 24/7)
Monthly Email Reports of Work to Date
24/7 QuickBooks Online Account Access
Bill Payment System
Customized Chart of Accounts
Payroll Plus Support
Customer Support Management
Email Support from your Accountant
Tax Preparation Review and Update
Strategy Review and Recommendation
Cash Flow Support/Communication
All of our bookkeeping services fall into one of three categories based on the level of skill and training required to perform them.
> Strategic Planning - We help you to define strategy or direction for your business, and make decisions on allocating resources to pursue this strategy.
> CFO - A Chief Financial Officer helps you to manage financial actions.
> Budgeting - Prepare detailed financial projections.
> Cash Flow - We help you track the cash flow in and out of your business.
> Financial Reporting - Detailed and personalized reports.
> Payroll - Process payroll for your business.
> Bill Payment - Use of a bill payment system.
> Sales Tax - Ensure that your business is compliant.
> Income Tax - Ensure that your business is compliant.
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.
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.
Corporate & Individual Returns
We will prepare tax returns for you or your business.
Multi-State & Consolidated Returns
Tax returns for any businesses operating across state lines, or an affiliated group of corporations.
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 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.