General Ongoing Maintenance

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Let Our Professional Team Maintain Your Books!

If our assessment or review determines your books are up-to-date and only need regular maintenance, or we've completed your Catch Up/Clean-Up or Set-Up Process and you're ready to move forward, we can offer you an uniquely qualified team to manage your records. We work in cooperation with your tax professional to ensure your books are accurate and functioning for you.

Let the Apis Hive manage your books in the most effective way for your business.

Our SBFO® (Small Business Financial Officer) has the highest level of expertise in our firm. An SBFO® is always assigned to oversee the Apis team assigned to your account. The complexity of your business and your accounting processes determine your team's members.  The team may be composed of the SBFO®, Senior Accountant and/or a BizKeeper. By managing the team effectively we can contain costs and make sure your account is serviced at the highest level possible.

To better understand what our great people can do for you and your business please review the following charts:

Your Apis Team

Your SBFO® (Small Business Financial Officer) can:

  Assist with preparation of budgets and projections
  Set up systems to assist with cash flow management
  Prepare Financial Statements such as Profit and Loss, Balance Sheet and Statements of Cash Flow
  Help you analyze and utilize your financial data
  Represent your company in efforts with investment bankers and potential investors, tax authorities and Board of Directors
  Scrutinize our work ensuring you receive the highest level of service from your Apis Team
   Lead the team in preparing for tax audits and act as a liaison between the company and their tax professional
  Oversee preparation and dissemination of year-end reporting necessary for tax preparation to the tax professional
  Assist with and support tax planning, growth strategies, downsizing efforts, exit strategies, merger and acquisition efforts, etc.

Your Senior Accountant can:
  Prepare multi-jurisdiction sales tax reports
  Assist SBFO™ with tax audit preparation such as sales, payroll and business income
  Assist with special tax reporting preparation such as the Enterprise Zone New Business Facility
  Help monitor tax reporting compliance
  Perform complicated bookkeeping work that requires additional years of practical experience or industry specific knowledge
  Prepare accounting work papers for catch-up and clean-up projects

Your BizKeeper (Full-Charge Bookkeeper) can:
  Record financial transactions
  Manage accounts payable and receivable
  Maintain inventory records
  Reconcile bank, credit card, lines of credit and loan accounts
  Invoice clients and perform collection functions when necessary
  Prepare federal and state estimated tax, payroll and sales tax payments and deposits
  Update sub-contractor set-up in QuickBooks© and maintain paper files
  Complete annual tax forms, such as 1099 and 1096
  Reconcile or note and report discrepancies found in records
  Monitor status of loans and accounts to ensure balances are up-to-date
  File paper documentation

The Additional Member of Your Financial Team - Your CPA or Tax Preparer

Apis Business Solutions believes that more than one professional team analyzing your information ensures the higest quality of service. With our focus on managerial accounting and your CPA's focus on tax accounting-combined you have the best of both worlds.

BEGIN TO UNLEASH THE POWER OF YOUR FINANCIALS TODAY

To learn more about how the unique services offered by Apis Business Solutions can benefit you and your business, give us a call at 303.945.2104 or complete this form to set up a Free 60-Minute Consultation.

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