Accounting Services
Business and tax planning requires your accounting to be regularly maintained, accurate and for your accounting system and processes to be efficient. Our accounting services range from helping you set-up your accounting system for you to maintain through to full data entry and reconciling of accounts.
Bank Reconciliation
General Ledger Maintenance
Accounts Payable and Accounts Receivables
Financial Reporting
Payroll
Client Advisory
Our advisory services are built directly from an understanding of what a business owner WANTS and NEEDS in their business and tax planning. Pyxis Financial’s advisory services are a customized plan designed for you and your business. We provide one-on-one coaching to ensure you have the right solutions in place. We will focus on three primary areas.
- STEP 1: Business and Tax Efficiency Evaluation
We evaluate the efficiency of your current business model.
From our evaluation we help you determine what other types of best practices, software platforms, and solutions you and/or your business could benefit from. Our evaluation will include a “priority list” which we offer as suggested next steps. We will provide you a plan for you to follow.
- STEP 2: Implementation
A great idea is not enough, it needs to be implemented!
Our advisory services are designed to not only provide the best practices, software platforms, and solutions you will need to become more efficient, but we also provide the documentation and implementation of the tools necessary to ensure the best end result. We will walk you through each step of your plan and be certain you know what is needed for execution.
We know what business owners need to spend their time on, that will be the focus we take with our advisory services. We want you to focus on profitability and let us handle the details.
STEP 3: Review & Maintenance
The last step of our advisory services is to review your plan on a regular basis. We know (and expect) things change as time goes on. Understanding this will mean your plan may need to be altered or adjusted as your business changes.
Tax Services
Maintaining your accounting and tax planning are the keys to successfully and legally reducing your tax liability. We go beyond tax compliance and proactively recommend tax saving strategies to maximize your after-tax income. We provide you with ongoing access via emails and meetings to keep you on track with your game plan.
We customize our tax services to fit your needs. All of our clients enjoy quarterly and/or annual tax planning meetings. In addition to the preparation of your annual individual and business tax returns, we are able to prepare property tax returns, sales/use tax returns, local tax returns, represent you in tax authority examinations and much more.