Administrative Management

Not only do we help you to keep your books organized, we help you to stay in business by assisting you with creating streamlined processed and procedures. Our ultimate goal is to help you stay in business by making sure you stay compliant and able to focus on client service, acquisition, and growth.

Office Organization

Business or home office organization

Set up filing systems (both physical and cloud-based)

We can also keep your files in our office and cloud filing system 􀀁 Digital filing of receipts to meet IRS documentation requirements

Loan Preparation

Compile all financial documents including returns, statements, financials

Asset valuation

Correspondence with loan managers

Administrative Assistance

Business cards

Letterhead

Corporate books and minutes

Stock ledgers

Corporation renewal/reinstatement/amendments

S-Corp elections