Our Services

What We do

Bookkeeping Services

We get you set up

First, we’ll introduce you to a dedicated bookkeeper. They’ll get to know your business, show you how We work, and gather everything they need from you.

Each month, your bookkeeper imports your business transactions and gets to work on your books. If they need anything from you, they’ll get in touch.

Track business health with real-time and monthly financial reporting. At tax time, we send a package with everything you need to file. 

 

Catch Up Bookkeeping - Clean Up

We understand that you started the business to do what you love and couldn’t find the time to do the tedious work of keeping the accounting records up-to-date. How we know? Because this is one of our specialties. We meet with clients that set-up their own books and the system does not work properly, or they hired the wrong accountant and their reports do not provide them with the information they need. Here is where we come in. Our professionals can review your system and make the required adjustments to assure that you’ll get the reports you need. We’ll bring your records up-to-date so you can get the information when you need it, not just at the end of the year.

Payroll and Employment Taxes

Taking Care of your Employees

Preparing your payroll can be tedious and take time away from your business. Let Win Soft Accounting handle that burden. We’ll prepare your payroll checks or direct deposit is available. We’ll also prepare all the necessary payroll tax filings including W-2’s and workers compensation. If you need 1099’s prepared, we can do that too.

CFO Services

Grow Your Business With Financial Strength

Growing a small business or non-profit organization can be challenging.  There are so many decisions and actions to take on a daily basis, it can give you a headache.  And often the decisions that have to be made are difficult and murky at best.  You need expert guidance to help you make the RIGHT decision so that your business is positioned to achieve your goals.  

The best person to get advice from, of course, is an experienced Chief Financial Officer.  But adding headcount with an experienced CFO can be expensive and cost-prohibitive for a small business.  That’s why we designed our Virtual CFO Program to give you all the benefits of an experienced CFO without all the cost. 

 

We will use our proprietary “CFO Diagnostic Checklist” to ensure that your business is running smoothly and efficiency.  And with a combination of expert CFO advice and peer experience share, you are assured to get the answers you need to grow your business.

Free Estimation

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