What is your biggest frustration regarding your business accounting procedures?
Accounting/Advisory
We offer personalized monthly accounting/advisory packages. We’ll help you select the best option for your business. These packages could include full-service bookkeeping, account reconciliations, filing sales tax reports, annual 1099 filings, key performance indicator reports, cash flow assistance, and more.
Payroll
Don’t pay your employees in cash! We offer full-service payroll using either Gusto or QuickBooks Online Payroll. Save money by integrating t-Sheets for time tracking. Your employees will love the ease of receiving their paychecks directly deposited to their bank account and you will love not having to file all those payroll reports.
Tax Return
Need your personal 1040 completed – we got you covered. Maybe you also need a partnership, s-Corp, or non-profit return – no problem. We file the returns electronically which means you have one less thing to worry about. And we’ll even remind you about important filing dates including your estimated tax payments.
Cheryl A Golich CPA/Advisor
What happens when your CPA is also a yoga practitioner/teacher? They strive to create balance in…your finances, your work/life pendulum, your wellness and your financial statements!
With over 15 years as a CPA, I’ve worked with a wide variety of service based businesses from restaurants to real estate companies to fitness studios. I bring professionalism and trust to the business relationship while keeping it fun and personal. This style results in a sense of balance and ease. As a QuickBooks ProAdvisor, I can solve almost any challenge you encounter with QBO software and teach you a few secret tricks.
WISE ADVISE + ASSIST TEAM Advisor
WISE Advise + Assist is redefining the future for the military spouse workforce. Their goal is to solve military spouse unemployment and underemployment by providing a one-stop shop for outsourcing so small business wonders can get the support they need. They do this by working with businesses to determine their needs and matching them with an expert on their team.
By leveraging the expertise of their military spouse team members, WISE offers more than virtual assistance. They provide a partnership that empowers businesses to grow and scale sustainably. Whether it’s business advisory, administration, marketing, or financial management, their team is dedicated to delivering exceptional results that drive small businesses forward.
WISE transforms how your business runs by streamlining your operations, optimizing processes, and enhancing your digital marketing efforts. Our expert team helps you regain control, freeing up your time to focus on growth and revenue-generating activities.
If you are looking for virtual assistant support, see if WISE Advise + Assist is a good fit for your business. https://wiseadviseteam.com/
We are selective about who we work with because this partnership is important to the success of both our businesses. You should be selective too! No longer do you have to find a CPA with a convenient office; instead, you can select the right one for your unique personality and business.
Our favorite clients are small to medium-size service businesses. Whether you are just starting out, have a mess to clean up or just want to let someone else do the accounting work; we’ll make the transition as painless as possible.
We want you to focus on your business and let us take control for your accounting procedures. Ready for a trusted advisor and invaluable partner on your business team? Hire us to streamline your accounting procedures, so you can focus on the things you love doing in your life and in your business.
After working in the cloud for over four years, we know how to make the systems work for you. With clients throughout the US, we have mastered working remotely using the latest cloud technology while maintaining a personal touch.