Our Other Services

Our
Other
Services

The Gold Standard of gathering financial data

Businesses thrive on good reports...

Gathering and interpreting financial data is essential to the success of all profitable organizations. 

We are here to help you succeed in every area of your business - and that includes necessary and helpful reporting. 

We offer our clients financial and accounting reporting unique to particular situations, industries, and niches, as found below...

Annual Meeting Minutes


Customized annual meeting minutes prepared for your company.

1099 Form Preparation


Prepare 1099 forms and issue copies of the forms to the payee, payer, and government.

Sales Tax Form Filing


Fill out and submit a sales tax form to the state agency.

Vendor Bill Pay


Review of invoice to authorize payment and insurance of payment for bill to vendor.

BOIR Filing


Prepare and submit the Beneficial Ownership Information Report with FINCen

**Please note that this service is offered at our discretion to businesses that have been a Gold Standard Client for at least 12 months.

Contact us: 
[email protected] | CA (760) 888-6247 | NY (845) 237-4060

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