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About INVEST Financial Management

INVEST Financial Management provides small businesses with bookkeeping, payroll, and tax prep services that extends beyond number crunching . We create an infrastructure that encompasses effective financial management by starting with accurate and timely bookkeeping; to integrating clear, concise data aggregation, reporting, and analysis; to providing our clients the knowledge, information, and tools necessary to understand and interpret the results. The combination of these elements enhances business acumen and provides real time financial transparency necessary to: * Understand and control business' operations; * Make relevant business decisions; * Adjust direction when needed; * Plan for the future; and * Achieve financial success Bookkeeping Daily, monthly, or quarterly bookkeeping services are available using the QuickBooks (QB) Online platform. The cloud based software provides business owners with access to real time financial data anytime and anywhere. Some of the bookkeeping services we offer: QB Online set up Account reconciliations - bank, credit cards Accounts receivable/accounts payable Monthly close entries Balance sheet account reconciliation "Results Oriented" reporting Chart of accounts & general ledger clean up Tax Returns Tax preparation services for individuals and small businesses that is fast, reliable and stress-free. Returns are prepared by an IRS registered tax preparer. Individuals - Form 1040 Corporations - Form 1120 Corporations - Form1120-S Partnerships - Form 1065 Amended Tax Returns Back Taxes Payroll Simple turnkey solutions for all your payroll needs through the GUSTO platform. This includes: New hire paperwork Direct deposits Tax filings Time sheets Reporting Easy & secure employee access to view & download

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