We offer a wide range of financial services including Business Accounting, Family and Personal Accounting, Bookkeeping, Payroll, Payroll Tax Reporting, Business Consulting, Quickbooks Support, Tax Planning, Estate Planning and Outside Controller Services. We work with you, we don't try to make you fit into our processes and systems.
Whether you operate your financials from quickbooks and electronic banking or cash and a shoebox we are glad to work with your financial system. Understanding all the rules and laws and keeping up on the changes isn't a job for the entrepreneurial owner. Hire out the details, and keep doing the work you love.
Whether you operate your financials from quickbooks and electronic banking or cash and a shoebox we are glad to work with your financial system. Understanding all the rules and laws and keeping up on the changes isn't a job for the entrepreneurial owner. Hire out the details, and keep doing the work you love.
Services
Jerry is the shareholder and manager of the firm. He moved to Traverse City in 1979 after purchasing a bookkeeping and tax practice. He specializes in working with business consulting and their accounting systems. He and his firm assist with government compliance by preparing payroll, business and individual tax returns.
We educate ourselves on the latest tax laws through seminars and webinar based learning. CPA's are required by law to maintain their knowledge by taking Continuing Education Credits each year. All tax Documents are stored thru a web-based portal called Smart Vault. This company provides bank - level security to protect all documents.
We want you to be able to focus on your business and be an expert at what you do. We're glad to help you manage your business financials and accounting to whatever degree you need, so that you can do just that. You can make an appointment to meet with Jerry or Jim. They will listen to you, get a sense of the services you want or need, and suggest how best to implement those services.
Be the entrepreneur, the dreamer, the expert or the team leader you know you were meant to be. Whether buying an existing business or starting one yourself, it's often a good idea to have someoneus look at your business plan and offer advice. We can advise you on such things as to which type of entity (LLC, C- Corp, S-Corp, Partnership etc.) may work best for your needs, how to set up your books and so much more!.
After determining your payroll period, you will call or email us your hours. We can cut physical checks or take care of direct depositing checks at your bank. We also cover making sure you are in compliance with the IRS and State of Michigan payroll regulations and reporting. We will not force you to fit into a process that doesn't work for you.
Reviews (3)
Phantom Haranguer
Aug 25, 2020
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James Palmer
Dec 08, 2017
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Marci Simons
Jun 12, 2016
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If I could score less than 1 star, I would. I asked for an accountant to help me in a new (to me) business venture. Zero customer service, communication, understanding or helpfulness. After many months of trying to get this firm to work with me, they finally filed my taxes and billed me for $850? I was looking for a "business partner" accountant that could help me set up my software, define my business categories, advise on business strategies to help pay who I needed (government) and keep it under control. Don't use this firm!
