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Services

Accounting

  • Design a system that is the right fit for your business

  • Data entry of all transactions (sales, expenses, credit card transactions, asset purchases, loans, etc.)

  • Process the data and prepare the general ledger

  • Reconcile all bank, loan and credit card statements

  • Provide reports to enhance your understanding of business performance

  • Process year-end 1099s

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Personal Taxes

 

  • Expertly prepared federal, state and local income tax returns

  • Year-round tax advice and planning

  • 20% New Client Discount-Save 20% on tax preparation fees. For new clients, only.

  • $20/20% Referral Discount-Receive a $20 check for each new client you refer to Paragon Financial. Your friend will also get a 20% discount on their tax preparation fee.

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CFO Consulting

  • Business start up consulting including the filing of all required start-up forms

  • Strategic planning/general business consulting

  • Development of annual budget with ownership/senior management

  • Cash flow modeling based on actual/projected operating income and balance sheets

  • Analyze/review actual financial performance versus budget with ownership

  • Financial benchmarking/trend analysis to maximize profitability

  • Assist ownership with bank negotiations/financing/loan covenant compliance

  • Review/negotiate insurance policies

  • Accounting software selection and implementation

  • Advise on new equipment/business purchases and dispositions

  • Develop accounting procedure manuals

  • ACA (Affordable Care Act) compliance

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QuickBooks Support

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  • Initial setup of the QuickBooks company file

  • Custom invoice templates

  • Inventory management

  • Job costing

  • Report creation

  • Identify/correct QuickBooks problems/errors

  • QuickBooks Training 

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Payroll

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  • Payroll processing

  • Direct Deposit

  • PTO (Paid-Time-Off) tracking

  • Submit monthly/quarterly payroll taxes/forms

  • Process year-end W-2's

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