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Our Small Business “CORE” Services
Bookkeeping - monthly financial statements (P&L-cumulative statements of income and expenses, balance sheet, transaction list, bank reconciliation); pick-up/ delivery of your records & statements;
Payroll - ‘Live’ payroll utilizing PAY-CYCLE; ‘After-the-fact’ payroll for federal, state, and local reporting purposes;
Tax Return Preparation - corporate, partnership, trust and estate tax returns;
A ‘Virtual Accountant’ - 24-7 accessibility for your accounting and business related questions by phone;
Our Expanded “CORE” Services
Small Business Planning and Consulting
We are particularly experienced understanding the needs of small businesses and offering small businesses the following expanded “Core” services:
- Business Planning;
- Financial Budgeting including financial operations planning and capital budget planning;
- Marketing Strategy Development including planning, promotion, physical goods distribution and pricing;
- Loan Application Preparation;
- Cash Flow Analysis;
- Accounting Software selection, installation, and training;
- Operations including shop/store layout, work-flow and system analysis and efficiency/effectiveness evaluation;
- Personnel including recruitment, selection, training and benefits;
Small Business Financial Reporting
Investors and lenders often require financial statements from small businesses. Whether you need a compilation, a review or an audit examination, we can help you. Additionally, our services are provided at a reasonable cost.
Business and Personal Tax Return Preparation
Tax time can be very stressful. We give you the full advantage that the tax laws allow. We have been preparing individual, corporate, partnership, trust and estate tax returns since 1989.
We can prepare tax returns for the following states: Alabama, Alaska, Arizona, Arkansas, California, Colorado, Connecticut, Delaware, Florida, Georgia, Hawaii, Idaho, Illinois, Indiana, Iowa, Kansas, Kentucky, Louisiana, Maine, Maryland, Massachusetts, Michigan, Minnesota, Mississippi, Missouri, Montana, Nebraska, Nevada, New Hampshire, New Jersey, New Mexico, New York, North Carolina, North Dakota, Ohio, Oklahoma, Oregon, Pennsylvania, Rhode Island, South Carolina, South Dakota, Tennessee, Texas, Utah, Vermont, Virginia, Washington, West Virginia, Wisconsin, and Wyoming.
Business and Personal Financial and Tax Planning Services
Financial and tax planning is a year-round endeavor. We can assist you in your business and personal planning needs. We also have strategic alliances with law, insurance and securities brokerage firms to assist you in these areas.
Our Service Areas
Our service area includes Southern New Jersey, Burlington County (Burlington, Columbus, Easthampton, Hainesport, Lumberton, Marlton, Medford, Mount Laurel, Mt. Holly, Shamong, Southampton, Springfield, Tabernacle, Vincentown, Westampton), Camden County (Atco, Berlin, Cherry Hill, Haddonfield, Haddon Township, Voorhees, Waterford Works), Gloucester County, Ocean County (Hammonton, Mays Landing), Philadelphia, Bucks County, Montgomery County, Delaware County, and Southeastern Pennsylvania and South Jersey.
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© 2001-2007 Marc Wasserman