PRACTICE AREAS

Bookkeeping

We have the staff and experience to help you grow your business.

Money-Wise can set up the bookkeeping for a new business, catch-up / clean-up an existing company or continue the bookkeeping that you already have in place.

Your bookkeeping and tax accounts will be in great shape through the implementation of accurate and sound business accounting processes that we provide.

Our services are customized to your specific needs and business style so you can make the best financial decisions for your company.

Whether you want basic bookkeeping services or you prefer complicated financial work, we have the solutions for you.

We specialize in a number of business types...

Multi-Entity Ventures
Real Estate Investments
Construction
Consultants
Mom & Pop companies

... and so much more!

Business Entity Selection

The type of business entity you choose to operate under makes a big difference.

Each type of entity has particular legal and/or tax protections that it provides.

We assist you in deciding what is most important to you and the health of your business. Whether your priority is legal protection, tax protection or both.

We file your entity selection paperwork with the appropriate federal and state authorities to help you save money as quickly as possible.

Payroll

We provide a full service solution to all your payroll needs.

Our list of services include digital paycheck stubs, Direct Deposit, E-Filing of Payroll Taxes and Payroll Tax Returns and employee benefits management.

Your employees can view their weekly paystubs and annual W-2's through our secure online website. Your employees no longer need to go to you or your staff to get paystubs when they apply for loans.

Our systems integrate and download directly to Turbo Tax software. This provides a seemless solution for your employees to prepare their annual tax returns.

This cuts down on the time and money it costs you to provide paperwork to your employees throughout the year.

Keeping your employees happy and saving you time and money is our priority.

Tax Preparation

Business and personal income tax returns, IRS issues, payroll tax, sales tax, etc.

We provide accurate, timely tax reporting so you can about costly penalties and interest.

If you have your own tax specialist, we work seamlessly with your tax personnel to get the job done right!

Cash Management

Managing, Safeguarding and Tracking the cash in your business is essential. Whether you run a small side business or a large manufacturing facility, keeping tabs on your cash can make the difference between success an failure.

We can help you to understand your cash flow.

List of Services

Accounts Receivable

Customer Setup
Customer Invoicing
Customer Payment Receipts
Accounts Receivable Management
Collections

Accounts Payable

Vendor Setup
Issue and Track Purchase Orders
Enter and Pay Vendor Bills
Track Credit Card Expenses and Receipts

Payroll

Employee Setup
Full Service Payroll
Direct Deposit
EFiling
Payroll Tax Payments
Payroll Tax Returns
Integration with other providers
W-2's

Inventory

Inventory Setup
Inventory Entry
Cost / Pricing Management
Job-Costing
Integration with Third-Party Applications

Banking

Write Checks
Record all Bank & Credit Card Transactions
Reconcile Petty Cash Accounts
Reconcile Bank Statements
Reconcile all Credit Card and Loan Statements

Fixed Asset Tracking

Enter and Track all fixed assets

Financial Reporting & Analysis

Monthly Financials
Investor, Shareholder and Regulatory Agency Reports
Budgeting & Forecasts
Customized Reporting
Profitability Improvement
Business and Personal Goal Meshing

Business Entity Selection

Assistance in deciding which business entity is right for you. (C-Corp, S-Corp, Partnership, Disregarded Entity, Sole Proprietor)
Filing of entity selection paperwork with Federal and State entities

Tax Preparation

Sales Tax Tracking and Returns
Payroll Tax Returns
Income Tax Returns
1099 Vendor Reporting
Customized Returns