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Services

The key to your financial success
is having the right person
understand the way you do business.

C&B can help by:

IRS & State Correspondence

Bookkeeping

Financial Analysis

Virtual CFO

Retirement Planning

Full tax services

Other Services Include:

  • Complete accounting services
  • QuickBooks® Expert set-up and support
  • Financial reviews and compilations
  • Full financial services for sole proprietorships
  • Full tax services from Corporate returns to personal returns
  • Cash flow management
  • Financial statement preparation
  • Budget development
  • Tax preparation and planning
  • IRS tax resolution
  • Business plan development
  • Incorporation assistance
  • New business adviser
  • Payroll services
  • Quarterly tax filings
  • Retirement planning
  • College savings planning

IRS & State Correspondence

We handle all your correspondence with the IRS and your state’s agencies. We make sure that you understand exactly what the IRS is asking for and we help you prepare a response and get you through the process. Therefore, you can rest at ease knowing someone is taking care of you.

 

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Bookkeeping

Small to medium-sized businesses must emphasize accuracy and efficiency across all bookkeeping processes. We will help you migrate your books to a Quickbooks® platform designed just for your company.
We will organize and streamline the process, covering all your accounting and tax needs–allowing you to focus on what you do best.

 

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Financial Analysis

You cannot have a clear money plan if you don’t know your numbers. It is important for you to understand where your money is coming from, where it is headed, and how much tax liability you will incur.
Keeping track of all of this, however, can feel like a full-time job – a job you simply do not have the time to do. We offer “concierge” accounting services which include a financial review and recommendations to keep you on track.

 

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Virtual CFO

Your company may not be ready to hire a full-time Chief Financial Officer but that doesn’t mean you don’t need for part-time, financial expertise in order to be successful. We provide that help when and where you need it.

 

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Retirement Planning

There are many retirement plans out there. Some apply best to a sole proprietorship, and others are a better fit for firms with numerous employees. We can help you navigate and answer questions such as age limitations, annual fees, and other requirements. C&B will advise you on the right plan considering your financial circumstances, business entity, number of employees, and costs to establish and maintain the plans. Done properly, these plans can provide great tax benefits, defer substantial income tax–and attract the best employees! Let us partner with you to review all the options and choose the best fit for you and your company.

 

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Full tax services

Proper tax preparation is the key to successfully and legally reducing your individual or business liability. C&B will work as part of your team to help you strategize all taxes from planning to preparation, and we will file your returns and quarterlies. From the simplest personal return to the most complicated business return, we believe you should not have to pay a fortune to have your taxes done accurately and with insight. We pride ourselves on the customized experience we provide for our clients

 

Schedule an individualized consultation today for:

 

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