Business Services

grieb_businessOur firm specializes in managing client wealth and tax solutions.  As a part of that process, we provide a host of complimentary services designed to assist the small business owner.

Bookkeeping - We provide a variety of businesses with varying bookkeeping assistance.  It is probably safe to say that whatever your bookkeeping needs are, we can tailor a bookkeeping plan to manage and grow your business.  We work with most common off the shelf and online bookkeeping packages.  Common areas of client assistance include bank reconciliations, ledger postings, imputing data to create financial statements and making adjustments for ongoing tax planning.

Payroll - We offer a full-service payroll processing service.  From basic after the fact payroll to advanced MICR checks, direct deposit and on-line tax filings, we can help the business owner streamline the payroll process and ensure compliance with all tax agencies.  We can also assist you with required workers compensation and payroll audits.

Business Valuations - Our firm can assist you in all your business valuation needs.  We are members of the National Association of Certified Valuation Analysts (NACVA) and are fully qualified and licensed to value a small business if you are considering buying or selling.

Consulting - We regularly help clients with a variety of services.  Some of these include helping to incorporate your new business, setting up your initial books and records, providing benchmarking services (Click here to see a sample) to compare your business against your peers, creating strategies to grow your wealth in real estate and establishing a budget, just to name a few.



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