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    • Insurance
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  • Accounting and Tax
  • Insurance
  • Contact

Accounting and Tax

Services

Primary Technology Stack

Primary Technology Stack

  • Enterprise Resource Planning (ERP) Software Systems
  • Tax Return Preparation
  • Tax Planning
  • Client Accounting and Advisory Services (CAS)
  • Monthly, Quarterly, and Annual Business Accounting   Closing Procedures
  • Financial Statements
  • QuickBooks Consulting





Primary Technology Stack

Primary Technology Stack

Primary Technology Stack

  • QuickBooks Online and Desktop
  • NetSuite
  • Bill.com
  • Gusto Payroll
  • Drake Tax Software
  • Microsoft 365
  • Adobe Acrobat
  • DocuSign
  • Google Drive
  • Zoom




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