Tax Filing, Compliance & Bookkeeping Services
Starting a business from scratch or running a corporation that has existed for years requires organization and accountability. While this may be common knowledge, building and maintaining a system for organization is much easier said than done. It takes time that most business owners and managers do not have in abundance, and missteps can be costly.
Capital Advisors is the solution to those problems. Our team of bookkeepers, accountants, and CPAs specialize in cleaning and maintaining books so that businesses like yours don’t have to be in the dark due to financial disorganization anymore. Whether you are a small business, a larger corporation, or a not-for profit, we can help you get on top of your finances so that you can be confident in taking the next step.
Service Highlights
RECONCILIATION
Reconcile bank, credit card, loan, and investment accounts
CATCH-UP
Clean-up and catch-up
your books
REPORTING
Accurate financial reports when you need them
SCHEDULE
Maintain books on a schedule based on your needs
TAX FILINGS
File 1099s, personal and corporate taxes
DATA ENTRY
Enter data for banking, credit cards, A/R, A/P, investment accounts, and more
We specialize in:
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Law Firms
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Non-Profit Organizations
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Medical Practices
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Property Management
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Restaurants
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Professional Services
"This team works together and helps with every facet of running a business. My reconciliations are perfect to the penny. If I have a question about anything business related, I always start with Heather and her team."
PeterMills
Ways We Can Work Together
It’s important that you get the most out of our relationship. We’re not just here to keep you compliant.
We’ll do that, of course – it goes without saying. However, when you partner with us, you can expect to receive the highest level of care and support.
Our job is to help you do your job. Financial upkeep can be quite a burden. We alleviate that burden. We provide you the freedom that you need to run the show.
With our honest and straightforward approach, you will not only save time and money in the long run, but you will also never find yourself in the midst of financial darkness again.