SERVICES

Clean Financials Is Our Passion

Business Management

Below are the various areas of financial reporting and accounting services Iris Financial offers:

  • Monthly Reconciliation

  • Accounts Payable and Receivable

  • Sales Tax Return Preparation and Remittance

  • Fixed Asset Tracking

  • Monthly Custom Reports Package

  • Analyze Data and Provide On-Going Consulting

  • Year-End

    • 1099 Preparation

    • Schedule B

    • Business Tax and License

    • Annual Report

    • Assist CPA With Year-End Tax Prep


CFO Financial Services

Budgeting + Forecasting

Bring your business to the next level with budgeting and forecasting. The analytics can help you formulate strategies, plan for the future and align your goals across the entire organization. Both processes are crucial components of every company’s journey, especially during periods of change and growth.

  • Budgeting and Forecasting

  • Financial Analysis Meetings and Forecasting Reports

  • Cash Flow Management

  • Business Advisory

Business Consultant

A business consultant will assist and guide the owner in running a business by helping them clarify the vision of their business and how it fits in with their personal goals.

Business consulting is used to take a business from where it is now to where the business owner wants it to be.


Payroll + Human Resources

Iris Financial manages the financial compensation and human resources related task listed below:

  • Full Service Payroll Management

  • Provide New Hire Packets For Employees and Contractors

  • Manage Payroll Process – Manage, Record, and Run Payroll

  • Provide and Create HR Forms 

  • Create and Maintain Employee Handbooks

“Iris Financial Group gives me the support and confidence I need as I grow my business! I lean on their expertise which allows me to focus on my design work with assurance and peace of mind!”

— Sabrina, Interior Decorator

Contact us today to get started.