URBOKS for your business
Trusted by hundreds of businesses and nonprofits for bookkeeping-compliance, managed accounting and advisory-cfo services.
We deliver accurate financial information and clear insights into your business, empowering you to make confident decisions and help you build an enduringly profitable business.
100's
Businesses helped
5 stars
Client Reviews
10 yrs
Experts in the field
Services
Bookkeeping-Compliance
This is a monthly service and we'll take care of the following:
Monthly bookkeeping
Monthly bank reconciliations
Monthly book closing
Sales tax prepayment
File sales tax
Publish monthly p&l, bs
Email communication
Scheduled meeting
Quarterly tax payment
File 1099
File business return
File city, county, state taxes
Fixed asset schedule
Update state statement of infos
Additional fees for managed accounting and advisory-cfo services
Managed Accounting
This is a monthly service and we'll take care of the following:
All of the bookkeeping-compliance services
Run payroll
Answer employees questions
Payroll reports
Invoice customers
Follow up for customer payments
Accounts receivable reports
Enter and pay bills
Reply to vendors emails
Accounts payable reports
Project management
Create profit and loss per project
Text and call communications
Manage your company's accounting email
Additional fees for advisory-cfo services
Advisory-CFO
This is a monthly service and we'll take care of the following:
All of the managed accounting services
Create a budget
Create a forecast
Create a pure cash flow statement
Create key KPI's
Financial analysis
Decision analysis
Business entity optimization
Tax plan and advisory
IRS letter and audit representation
Other Services
These are one time services. We'll take care of the following:
Catch up bookkeeping
File personal tax returns
File corporate tax returns
IRS audit representation
Business entity formation
S corp election
State payroll account registration
Apply for state resale certification
Cancel EIN
File articles of dissolution
Our Culture
Integrity
Fostering a culture of ethical behavior is our number one priority. Ensuring that the company contributes positively to our clients and to our team members.
Accountability
Individually and as a group we'll take ownership of our roles. Celebrate outcomes that are positive and address shortcomings constructively.
Reliability
The right mindset of consistently working hard to meet obligations, deliver on promise, and maintaining quality standard over time is a necessary component of our company culture.
Excellent Customer Service
Our clients are our number one priority. The company emphasizes skill development and lifelong learning to deliver the quality services our client expects.
Don't take our word for it
Tomasino has been very professional, knowledgeable and competent, I have been trying to use other accountants but they were not prepared and skilled as much as Tomasino is. I just want to say a big thank you to him for the big help and support it gave to my business. Thank you Tomasino"
Tartufaio
Take Theirs...
Tomasino is absolutely fantastic. He has helped me solve problems, that several professionals couldn't figure out. Not only is Tomasino highly qualified and a master in his field, he is also a kind, patient person and an absolute joy to work with. I cannot recommend him enough!"
Lone
Our Reviews
"Five stars on everything: responsiveness, quality of service, subject knowledge, and pricing. I tried to contact a lot of other accountants, Tomasino was the only one to get back to me – the same day, on a Sunday! In a few sessions, he was able to clean up and reconcile all our accounts so that we can easily use now going forward. Whenever we need ad hoc help, I only use Tomasino."
Tony S
Services
Bookkeeping-Compliance
This is a monthly service and we'll take care of the following:
*Monthly bookkeeping
*Monthly bank reconciliations
*Monthly book closing
*Sales tax prepayment
*File sales tax
*Publish monthly p&l, bs
*Email communication
*Scheduled meeting
*Quarterly tax payment
*File 1099
*File business return
*File city, county, state taxes
*Fixed asset schedule
*Update state statement of infos
*Additional fees for managed accounting and advisory-cfo services
Managed Accounting
This is a monthly service and we'll take care of the following:
*All of the bookkeeping-compliance services
*Run payroll
*Answer employees questions
*Payroll reports
*Invoice customers
*Follow up for customer payments
*Accounts receivable reports
*Enter and pay bills
*Reply to vendors emails
*Accounts payable reports
*Project management
*Create profit and loss per project
*Text and call communications
*Manage your company's accounting email
*Additional fees for advisory-cfo services
Advisory-CFO
This is a monthly service and we'll take care of the following:
*All of the managed accounting services
*Create a budget
*Create a forecast
*Create a pure cash flow statement
*Create key KPI's
*Financial analysis
*Decision analysis
*Business entity optimization
*Tax plan and advisory
*IRS letter and audit representation
Other Services
These are one time services. We'll take care of the following:
*Catch up bookkeeping
*File personal tax returns
*File corporate tax returns
*IRS audit representation
*Business entity formation
*S corp election
*State payroll account registration
*Apply for state resale certification
*Cancel EIN
*File articles of dissolution
What to Expect
Clear and Direct Financial Savings Tips
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Explore the latest, most innovative ways to save money. We know how to advance progress and work tirelessly so that you can come out ahead of the game. Simple but effective, that’s how we like it.
Remove Financial Strain
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Participate in our search query system to work towards removing financial strain. Financial strain ranks as the most detrimental stressor to health, surpassing other types of chronic stress. Whether credit card debt, account delinquencies or bankruptcy filings, the strain of debt sometimes feels impossible. With our expert tips, we work towards discovering techniques and strategies to help you build a successful financial plan covering all aspects of your life.
Improve Financial Habits
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Our built-in search system encourages better financial management. This system broadens your ability to reduce unnecessary spending and sets you up for a greater ability to increase your financial freedom and flexibility. Saving money made easy. Take your financial mind to the next level!
