Live life better with strategic tax preparation and advisory that minimizes stress and maximizes savings
EXPLORE
Most business owners have enough responsibility for managing their business without being burdened by accounting and compliance paperwork. Waterfront Financial Group provides the team to take this responsibility and to provide concise and practical advice and reporting that every business needs to be successful. We use the most up-to-date software to reduce unnecessary tasks for your team.
Our Approach
- Design your accounting system to support your business using the most up-to-date software
- Provide accounting reports that are easy to understand so that you can make the best decisions
- Provide meaningful benchmarks in ways that allow current real-time review and status updates
- Identify tax or other financial problems before they become bigger issues
- Ensure seamless year end reporting to minimize your tax responsibilities
- Provide fixed fee engagements so that you can effectively budget for your accounting fees
Our Services Include
Three Levels of Service:
- Standard – bank account, credit card and transaction reconciliation; monthly prepared financial statements; 1099 reporting; tax preparation and planning; general business consulting
- Standard Plus Payroll – Basic Services plus payroll management services
- Comprehensive – Standard Services plus processing of bills and payments, monthly budget reports, digital access to paid bills, quarterly conference to review key performance indicators
- Additional business planning as needed on an agreed upon basis for non-recurring challenges or opportunities
- Access to seasoned business entrepreneurs and tax and investment professionals for real-life advice
