WHERE EVERY CLIENT COUNTS.

Dedicated account managers. Accurate monthly books. Clear financials you can use.

Reliable bookkeeping services you can count on! We understand business owners want to focus on managing and generating profits. To free you up to do what you do best, CoeurBridge will take care of your books, manage your payroll, and file various tax returns.

Accounting is the act of analyzing and interpreting the documentation and turning it into meaningful data. This provides you with a common frame of reference for identifying challenges and opportunities, securing funding, and benchmarking results. It is also the basis for informed decision-making.

Accounting

  • Ensuring the accuracy of financial documents, as well as their compliance with relevant laws and regulations
  • Preparing and maintaining critical financial reports 
  • Preparing business tax returns (1065, 1120-S) and ensuring that taxes are paid correctly and on time
  • Evaluating financial operations to recommend best practices, identify issues, and strategize solutions, and help organizations run efficiently 
  • Offering guidance on cost reduction, revenue enhancement, and profit maximization
  • Conducting forecasting and risk analysis assessments

Bookkeeping

Bookkeeping is the function of documenting and maintaining records of transactions.

  • Processing transactions for banks and credit cards
  • Bank and credit card reconciliations
  • Processing payroll
  • Report setup and automation

Payroll

  • Paying your employees on time
  • Payroll taxes are accurate and paid on time
  • QuickBooks timekeeping support and implementation

Accounting Processes and Procedures

  • Ensuring the proper tax deductions are made is essential for every business, and we are here to make it a seamless experience for you.
  • Developing a business’s bookkeeping policies, procedures, and systems
  • Managing cash flow
  • Maintaining and balancing subsidiary accounts (accounts payable, accounts receivable, payroll expenses, etc.)
  • Categorizing transactions correctly
  • Preparing bank deposits
  • Verifying receipts
  • Creating financial statements, including the balance sheet and income statement
  • Preparing invoices
  • Keeping track of overdue accounts
  • Maintaining historical bookkeeping documentation
  • Keeping the business’s bookkeeping practices in compliance with federal, state, and local requirements

Small Business Taxes

At CoeurBridge, we know firsthand that tax planning and strategy can be overwhelming. Tax laws can be complicated and are ever-changing. Our goal is to make it as easy as possible and guide you through the process with the best results for your business.

Taxes

  • Tax payments for federal, state, and local agencies
  • 1099 processing at year-end
  • Tax business filings ONLY (1065, 1120-S)

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