• Financial Analysis and Reporting: Gain deep insights into your financial health through comprehensive analysis of financial statements, key performance indicators (KPIs), and cash flow. 

• Accounting System Design and Optimization: We design and implement accounting systems tailored to your specific needs, ensuring efficiency, accuracy, and compliance. 

• Budgeting and Forecasting: Develop realistic and actionable budgets and forecasts to guide financial decision-making and prepare for future growth. 

• Tax Planning and Compliance: Navigate the complexities of tax regulations with our strategic tax planning and compliance services. 

• Cash Flow Management: Optimize your cash flow to avoid shortfalls and ensure smooth business operations. 

• Financial Modeling and Scenario Planning: Prepare for various business scenarios through robust financial modeling, allowing you to make informed strategic choices.

• Experienced and Certified Bookkeepers: Our team of experienced and certified bookkeepers are proficient in using the latest accounting software and have a deep understanding of bookkeeping principles.

• Scalable Solutions: We offer bookkeeping services that can be tailored to the specific needs of your business, whether you're a startup or a well-established company.

• Technology-Driven Approach: We leverage cloud-based accounting software to streamline your bookkeeping processes and provide you with real-time access to your financial data.

• Focus on Client Success: We are committed to providing exceptional customer service and building long-term relationships with our clients.

• Financial Strategy & Analysis: We develop financial plans, forecasts, and budgets to guide your growth strategy.

• Cash Flow Management: We implement strategies to optimize your cash flow and ensure financial stability. 

• Risk Management & Internal Controls: We identify and mitigate financial risks, while establishing strong internal controls.

• Mergers & Acquisitions (M&A) Support: We provide financial expertise throughout the M&A process.

• Banking & Investor Relations: We cultivate strong relationships with banks and investors to secure financing and attract capital.

• Financial Reporting & Compliance: We ensure accurate and timely financial reporting, along with adherence to all regulatory requirements.

Top business advisors are always included to help you through the journey and there are no long-term contracts.

• Unify brand and message

• High impact websites and applications

• Reputation PR (for improve client conversions)

• Financial PR (for capital raises) 

• Improve customer purchasing experience

• Revenue automation & subscription programs

• Open new markets & sales channels

• Capital raising strategy, package, outreach, and management

• Monthly content marketing, social, ads, and SEO management

• Business makeovers and business advisory

• Fast deployment and delivery, cancel anytime

• Reduce your internal costs, save on average 3 employees

• Individual Tax Preparation: We help individuals file their federal and state tax returns accurately and on time. Our tax experts ensure you get every deduction and credit you’re entitled to, making the process stress-free. 

• Business Tax Services: From small startups to established enterprises, we assist with corporate tax filings, bookkeeping, payroll tax, and tax strategy planning. Stay compliant while minimizing your tax liability 

• Estate & Trust Tax Preparation: Ensure that your estate, trust, or inheritance tax matters are handled efficiently and in compliance with regulations. 

We offer tailored advice to protect your wealth and assets.

• Cybersecurity Services - Protecting your financial data is paramount. At Automates, we prioritize the safety of your business with comprehensive cybersecurity solutions. Our team offers proactive monitoring, threat detection, and real-time response to safeguard your organization from cyberattacks.

• Managed IT Services - Automates provides tailored Managed IT Services designed to optimize your organization’s technology infrastructure. From round-the-clock network monitoring to cloud management, we ensure your systems run smoothly and efficiently.

• Compliance Management - Navigating the complex world of compliance can be daunting but at Automates we do this every day. We provide end-to-end compliance management services, ensuring your business meets industry-specific regulations, including HIPAA, GDPR, FTC Safeguard, and other cybersecurity standards. Our team conducts regular audits, manages risk assessments, and implements tailored solutions to keep your organization compliant.

• Comprehensive Group Benefits: We offer medical, dental, vision, life, disability, and voluntary coverage, tailoring plans to fit your company’s needs and employees’ preferences by exploring the best carriers in the market.

• Ongoing Year-Round Service: After enrollment, we assist with doctor searches, claims issues, census updates, new hire orientations, and COBRA guidance for terminated employees, ensuring seamless support throughout the year.

• Annual Renewal Support: We provide market comparisons and renewal assistance every year, helping you find the best rates and uncover potential savings to keep your benefits program cost-effective.