|Helping our business clients reach their financial goals while lowering their tax liability is the primary objective of our accounting department.
We provide customized monthly financial reports, filing of all tax returns and most important, guidance and consultation with some of the brightest business minds in the area.
Our payroll service is customized based on the needs of each client providing peace of mind that all reports, returns and payroll will be done in a timely manner.
We provide complete monthly reporting for individuals and small businesses. Our services include:
Morelli Financial Group's
smart business solutions maximize your
business' success and profitability.
|Profit and Loss Statement
||Presents your monthly breakdown of sales, cost of sales and expenses.|
||Summarizes your total business assets, liabilities and net worth.|
||Checkbook balancing to ensure that you are working with the correct total.|
|General Ledger Report
||A record of dates, check numbers, payees and amounts of all expenses within each of your business accounts. |
|Payroll Compilation and Register
||Individual employee payroll information by pay period.|
||W-2, 1099 and other required reporting federal, state and local forms.|
|Quarterly and annual tax reports