30% discount on personal return is included for as long as you remain a GRF client. In second year with GRF, you’ll be converted to our regular fee schedule based on number of transactions, etc.
Whether you’re a new or existing small business owner, handling your business financials when you’re not an expert can cause serious frustration and added expense. The financial aspects of your business are essential to its success. Outsourcing your bookkeeping and payroll can be an inexpensive and hassle-free way to manage these frustrations. As a business owner, it’s crucial that you remain focused on growing your business in order to succeed.
Located in Bradenton, Florida, our sister company Optimum Financial Services (OFS), will help you feel confident that you have the expertise behind you to help you get the results you need. We’ll provide you with all of the tools to measure your results, both timely and accurately, enabling you to get back to what you do best! We pride ourselves in having associates who are committed to consistently delivering true value to each and every client. With OFS on your team, you’ll always know where you stand financially and have the necessary information to make critical business decisions.
Optimum Financial Services can customize a package to meet your specific needs, including bookkeeping, payroll,and tax preparation. The benefits of bundling these services together are:
Gives you a clear, concise picture of the profit and loss for the month as well as for the year-to-date. The percentages provide a management tool for controlling your business. This allows you to track revenue and expenses, recognize any extreme increases and/or decreases, and helps determine your tax liability.
This is basically a brief picture of your business at any given time, and is a necessity for a loan or to establish credit with a bank or new supplier. This important tool is available for you at any time. This is also a great tool to help you determine if your business is in a position to expand.
Provides you with a correct cash balance each month, advising you of any adjustments or corrections so you know you are always using the correct figures. This includes lost checks or deposits, unauthorized transactions, excess or unjustified bank charges, and more.
Provides you with a detailed analysis of all entries made to all of your accounts each month.
List of all monthly entries made for sales, cash receipts and check disbursements in an organized and easy-to follow manner.
Lists monthly payments made to all employees and vendors. This is the basis for all tax reports, W-2s, and 1099s at year-end.
No longer do you have to worry about getting the correct taxes to the IRS or the state, or pay fines because you didn’t understand or didn’t have time to manage these issues. Optimum Financial Services can help you manage these needs.