We offer a wide range of financial services including Business Accounting, Family and Personal Accounting, Bookkeeping, Payroll, Payroll Tax Reporting, Business Consulting, Quickbooks Support, Tax Planning, Estate Planning and Outside Controller Services. We work with you, we don't try to make you fit into our processes and systems. Whether you operate your financials from quickbooks and electronic banking or cash and a shoebox we are glad to work with your financial system.
Understanding all the rules and laws and keeping up on the changes isn't a job for the entrepreneurial owner. Hire out the details, and keep doing the work you love. We're consistently staying up to date, year after year on the changes in tax law, keeping your business flowing smoothly and worry free. If you currently use quickbooks or wanting to get started with using a computerized accounting program we can help you navigate and understand the ins and outs of your software.
Sometimes you need advice, especially in startups, but even those in established businesses are looking for the next step toward growth.
Understanding all the rules and laws and keeping up on the changes isn't a job for the entrepreneurial owner. Hire out the details, and keep doing the work you love. We're consistently staying up to date, year after year on the changes in tax law, keeping your business flowing smoothly and worry free. If you currently use quickbooks or wanting to get started with using a computerized accounting program we can help you navigate and understand the ins and outs of your software.
Sometimes you need advice, especially in startups, but even those in established businesses are looking for the next step toward growth.
Services
Jerry is the shareholder and manager of the firm.
He moved to Traverse City in 1979 after purchasing a bookkeeping and tax practice.
He specializes in working with business consulting and their accounting systems.
He and his firm assist with government compliance by preparing payroll, business and individual tax returns.
People are surprised to hear that he actually enjoys the long hours of tax season each year.
He explains that during tax season he meets with many of his clients and receives updates on what has happened with their families.
He moved to Traverse City in 1979 after purchasing a bookkeeping and tax practice.
He specializes in working with business consulting and their accounting systems.
He and his firm assist with government compliance by preparing payroll, business and individual tax returns.
People are surprised to hear that he actually enjoys the long hours of tax season each year.
He explains that during tax season he meets with many of his clients and receives updates on what has happened with their families.
We educate ourselves on the latest tax laws through seminars and webinar based learning.
CPA's are required by law to maintain their knowledge by taking Continuing Education Credits each year.
All tax Documents are stored thru a web-based portal called Smart Vault.
This company provides bank - level security to protect all documents.
The portal provides a streamlined workflow which allows clients access to their documents any time day or night.
Withholding is a prepayment of federal and/or state income tax payments paid through the individual employees paychecks.
CPA's are required by law to maintain their knowledge by taking Continuing Education Credits each year.
All tax Documents are stored thru a web-based portal called Smart Vault.
This company provides bank - level security to protect all documents.
The portal provides a streamlined workflow which allows clients access to their documents any time day or night.
Withholding is a prepayment of federal and/or state income tax payments paid through the individual employees paychecks.
We want you to be able to focus on your business and be an expert at what you do.
We're glad to help you manage your business financials and accounting to whatever degree you need, so that you can do just that.
You can make an appointment to meet with Jerry or Jim.
They will listen to you, get a sense of the services you want or need, and suggest how best to implement those services.
Once we have a plan agreed upon, we'll get to work taking genuine care for your business financials.
We will not force you to fit into a process that doesn't work for you.
We're glad to help you manage your business financials and accounting to whatever degree you need, so that you can do just that.
You can make an appointment to meet with Jerry or Jim.
They will listen to you, get a sense of the services you want or need, and suggest how best to implement those services.
Once we have a plan agreed upon, we'll get to work taking genuine care for your business financials.
We will not force you to fit into a process that doesn't work for you.
Be the entrepreneur, the dreamer, the expert or the team leader you know you were meant to be.
Whether buying an existing business or starting one yourself, it's often a good idea to have someoneus look at your business plan and offer advice.
We can advise you on such things as to which type of entity (LLC, C- Corp, S-Corp, Partnership etc.) may work best for your needs, how to set up your books and so much more!.
Make an appointment to come in and talk to Jerry or Jim and discuss your business plan.
Whether buying an existing business or starting one yourself, it's often a good idea to have someoneus look at your business plan and offer advice.
We can advise you on such things as to which type of entity (LLC, C- Corp, S-Corp, Partnership etc.) may work best for your needs, how to set up your books and so much more!.
Make an appointment to come in and talk to Jerry or Jim and discuss your business plan.
After determining your payroll period, you will call or email us your hours.
We can cut physical checks or take care of direct depositing checks at your bank.
We also cover making sure you are in compliance with the IRS and State of Michigan payroll regulations and reporting.
We will not force you to fit into a process that doesn't work for you.
We'll find out how you function and operate as well as communicate, and work with your system, not make you follow ours.
Your workflow will become ours.
We can cut physical checks or take care of direct depositing checks at your bank.
We also cover making sure you are in compliance with the IRS and State of Michigan payroll regulations and reporting.
We will not force you to fit into a process that doesn't work for you.
We'll find out how you function and operate as well as communicate, and work with your system, not make you follow ours.
Your workflow will become ours.
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