Services

If you’re looking for a firm that will focus on your individual needs, and always treat you like a client who matters, look no further.  Our firm is large enough to offer a full range of professional services, but small enough to give you the individual attention that you deserve.

We will thoroughly and conscientiously study your personal situation, and tailor our advice to your specific needs.

 

Bookkeeping/Write-Up

Bookkeeping Services vary depending on the needs of each client. Our basic and most familiar bookkeeping service includes reporting of financial transactions through the preparation of the Balance Sheet and the Profit/Loss Statement. Sales tax reporting, job costing, and real-time bookkeeping (customer invoicing, vendor bill payment) is also available as needed.

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Data Entry/Clean-up

Data Entry and Clean-up services are provided to clients that either like doing the data entry themselves or for those needing to catch-up or clean-up their financial records. These services are customizable and billed on an hourly-basis.

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Payroll Services

Constantly changing federal, state and local laws and tax regulations make payroll management an ongoing challenge for business owners. Our payroll services professionals are well versed on these laws and regulations. We can proactively alert you to material changes that will affect your business and your employees while also keeping payroll running smoothly no matter how large your business and your employee population become.

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Representation

Representation encompasses an array of tax-related services from simple tax preparation for prior year(s), audit assistance, lien and levy releases, through installment agreements and debt negotiations. Representation is provided on matters with IRS, Board of Equalization, Employment Development Department and the Franchise Tax Board.

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Other Services

In addition to the above, AFMI offers a variety of other services that are complementary to our core services. They include Notary Services, Business Entity Selection, Buying or Selling a Business, and Tax Preparation and Planning.

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Call today to schedule an appointment!