What we do

Our Services

Flat monthly pricing. No hourly billing. No surprises. Just a team working behind the scenes so you don't have to.

Bookkeeping & Accounting

Our bookkeeping is automated and reconciled daily. Financial reports are always 24 to 48 hours old, so you are never making decisions with stale data. Cash flow reporting, invoicing, and AR/AP management can be added as your needs grow.

  • Automated daily reconciliation
  • Financial reports within 24-48 hours
  • Cash flow reporting
  • Invoicing & AR/AP management
  • Real-time dashboard access
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Bookkeeping & Accounting

Tax Planning & Preparation

Ratio tax strategy takes place throughout the year, not just at filing time. We handle business and personal tax planning for owners, S-Corp applications as necessary, and sales and use tax filing. No surprises, no scrambling at year's end.

  • Business tax planning and filing
  • Personal business owner tax planning
  • S-Corp application as necessary
  • Sales and use tax filing
  • Year-round strategy, not just April
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Tax Planning & Preparation

Payroll

One of your top three expenses. You will never worry about payroll again - on time, accurate, every cycle. We also provide compensation analysis so you know your payroll reflects the market and not more than the market demands.

  • On-time, accurate payroll processing
  • Compensation analysis and benchmarking
  • Labor cost tracking vs. revenue
  • Tax withholding & filing
  • W-2 and 1099 preparation
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Payroll

Advisory

It is tough being the owner. You are making decisions in a vacuum. Ratio clients call any time to discuss contracts to be signed, capital purchases to be made, loans to be taken, and other important decisions - for an objective second opinion before they occur. You are no longer working alone.

  • Contract review and guidance
  • Capital purchase decisions
  • Loan and financing strategy
  • Objective second opinion on demand
  • Strategic planning support
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Advisory

Valuation & Exit Planning

You have worked hard and are nearing the end of that career path. You want to take advantage of what the market will offer for all of your hard work. We have consulted on over 300 business sales. Our focus is clean financials, debt reduction, add-backs, and strategic positioning so your business sells for what it is actually worth. Call us for an evaluation and plan.

  • Over 300 business sales consulted
  • Clean financials and documentation
  • Debt reduction planning
  • Add-back identification
  • Strategic positioning for sale
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Valuation & Exit Planning

Consulting

Expert guidance on the decisions that shape your business. All for one flat monthly fee.

  • Legal and tax entity decisions
  • System implementations
  • Franchise reporting and research
  • Contract negotiations
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Consulting

Not sure where your business stands financially?

Book a free consultation and we'll show you exactly where you're leaving money on the table.

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