Slim Accounting, Inc.
Accounting | Tax | Finance

Services

Accounting, Tax, and Consulting support for businesses and individuals.

Areas of Expertise

tax services

Here at Slim Accounting, we help individuals and corporations make their taxes less TAX-ing by working with them each step of the way!

We specialize in the following:

  • Individual federal and state tax return preparation

  • Individual federal and state estimated tax payments

  • Individual tax planning

  • Tax planning for small businesses and sole proprietors

  • Corporate tax return preparation for both  C and S Corps

  • Corporate formation tax planning

  • S corporation tax planning

  • Partnership tax return preparation

  • Sales tax return preparation

  • State and local tax filings

  • Excise tax return preparation

  • Exempt organization tax return preparation and planning

  • Amended tax return preparation

  • Individual notice responses and representation before the IRS and state tax authorities

  • Offers in compromise and audits.

  • Appeals, collections, liens and levies representation before the IRS and state tax authorities

Accounting services

Our approach to accounting is simple -- combine smart and savvy accountants with the latest in cloud-based financial systems to provide a robust client experience. From setting up your chart of accounts to integrating your cloud-based manufacturing system, we act as your trusted adviser and help you avoid common pitfalls. This includes:  

  • Manage Cloud-Based Systems - We are your point of contact within your financial systems (Xero, QuickBooks Online, Gusto, Bill.com, Expensify, Deer Systems, etc.) to make sure they are working right.

  • Chart of Accounts - Customized based on your needs.

  • Reconciliations - Balance Sheet accounts are reconciled every month, eliminating surprises.

  • Manage A/R & A/P - We work with you to streamline approval process and utilize the right tools so you understand what you are paying and who isn't paying you.

  • Produce Monthly Financials - Produced in a timely manner and reviewed on your schedule!

Whether it’s a a newly formed organization or a high-growth start-up with plans of tripling their size; we can help bring order to their Accounting function.

cfo consulting services

You've hatched your big idea -- great!

As your business grows and you seek fundraising and look to establish adequate financial controls; we can help provide guidance and support on an affordable basis.

Combining historical financial and statistical data with realistic assumptions to provide future looking forecasts that support our client’s financial value proposition. While every client and engagement is different, some examples of activities we can help with:

  • Financial Modeling - We build financial models that include Balance Sheet, P&L, Cash Flows and Cap Table. Within the model will be flexible assumptions that allow users to run various what-if scenarios. This is an essential part of due diligence.

  • Board Reporting - No one likes to put together a complex slide deck hours before the delivery deadline. We are experienced with developing meaningful sets of reports that highlights the KPI's without drowning the board with unimportant details.

  • Participate in Board Meetings - Need someone to talk finance to the board? Not a problem; we are accustomed to explaining complex accounting and financial terms to a wide range of audiences. In addition, this allows the board to hear viewpoints from someone other than senior management.

  • ERP Consultation - If an organization is considering transitioning to an ERP such as NetSuite or IntAcct, this is a serious decision that should not be made lightly. Before engaging the various software vendors, it is advisable to complete a full business process flow so that this can be considered while examining software options. Once a software has been chosen; we can support the implementation to limit the impact and overtime of staff and own the process as we work towards an implementation date.