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Specialized Operations & Efficiency
E-Commerce Sync
Why here? A growing priority for many businesses is to automate sales data capture.
Inventory
Why important? Crucial for cost of goods sold (COGS) and accurate P&L, especially for retail/e-commerce/manufacturing.
Mileage Tracking
Why here? Simple, high-impact expense for tax deduction tracking.
Project Profitability
Why here? Essential analysis for service or project-based businesses to see which work is making (or losing) money.
Software Management
Why here? The infrastructure (QuickBooks, Xero, Sage, etc.) needs to be managed to handle the above tasks.
Virtual Zoom Meetings & Private Slack Channels
Why grouped? These are the preferred professional communication methods for support.
CFO services
Need More Expertise - Add CFO Services Today!
Are you making critical financial decisions based on guesswork? Our CFO Advisory Services are designed to bring precision and foresight to your financial operations. We provide the high-level financial guidance necessary for businesses ready to scale and optimize their resources.
We specialize in helping you gain control through:
- Detailed Budget Development: Crafting realistic and effective budgets, from managing salary expenditures to planning major equipment and asset acquisitions.
- Performance Monitoring: Establishing key financial metrics and providing regular insights into your business's health.
- Custom Project Reporting: Generating specific financial reports for unique projects, ensuring you have the data to make informed adjustments and maximize returns.
- Profitability Enhancement: Identifying areas for cost reduction and revenue optimization.
To access our CFO services, you must be enrolled in one of our monthly packages. These packages ensure our team can provide comprehensive financial guidance.
Effortless Payroll Processing for Your Team
Managing payroll can be a time-consuming and complex task, but it doesn't have to be yours. Let us take the burden off your shoulders, ensuring your staff is paid accurately and on time, every time.
We handle all aspects of payroll processing, offering you peace of mind and the flexibility you need. We'll be readily available to you via Slack during your staff's departure times, allowing for swift resolution of any last-minute checks or adjustments.
Our comprehensive payroll service includes:
- Timely and Accurate Processing: We ensure all payroll is processed efficiently, so your employees receive their paychecks without delay.
- Seamless Tax Filing: We'll work directly with your chosen payroll company to confirm all necessary tax forms are filed promptly and correctly. Should any issues arise, we'll step in and resolve them on your behalf.
- Detailed Journal Entries: We'll meticulously enter your payroll journal entries, providing a clear and accurate record of tax liabilities versus expenses for your financial records.Flexible Adjustments: Need a last-minute check or an adjustment? No problem. We're here to assist with those urgent requests.
Let us simplify your payroll, so you can focus on what matters most—running your business.
Tax Services
Expert Financial Review & Tax Season Support
We all know taxes are a constant responsibility, and we're here to tell you that you'll need the expertise of a CPA or Enrolled Agent (EA) a few times a year.
You'll typically meet with them two to three times a year:
- Year-End Review: Around November, we'll provide your CPA/EA with your Profit & Loss (P&L) and Balance Sheet (BS) statements from January through November. This allows them to give you an early estimate of your taxes due, giving you the ability to consider options before the year even ends.
- Tax Filing: Then, of course, you'll work with them again during tax filing season.
The choice of CPA or EA is yours, and we're happy to connect you with either! We've built strong, long-standing partnerships with a network of these professionals across the U.S. If you already have your own trusted professional, that's great too! We're always eager to collaborate with new professionals and become a part of your financial team.
We'll invite your CPA directly into your accounting books. We can even work with them over Zoom to make any adjustments needed. Our goal is to handle the back office for you, so we'll answer their questions ourselves whenever possible, without having to bother you. We highly recommend having two sets of eyes on your company's financials. For years, we've established partnerships with professionals who review and file taxes based on the accounting work we complete. This ensures a comprehensive and thorough approach to your financial well-being. As experts, we pride ourselves on taking the stress out of tax season for you.
So as Conscious Accounting handles things like Payroll Amendments and 401K 5500 forms. Our tax professional partners complete tax filings for DBAs, LLCs, S-Corps, and Inc. entities. They can also complete any amendments needed to fix past tax filings, and much more.
