Our Services

 
 

Throughout the life of your business, you’ll require different kinds of help. That’s why, no matter what stage your business may be in, we give you the support you need.

So, whether you’re just starting your business, considering expansion, looking to enhance your efficiency or taking advantage of your success to help attain personal goals, we will be at your service.

Start Up Consulting

Getting your new business off the ground is an exciting yet overwhelming process. Maximize new business opportunities through business consulting. This is also a good time to let us guide you in creating a plan to streamline your business processes so that you can focus on managing operations and turning a steady profit.

We’re here to help with:

  • Business plan preparation
  • Entity structure planning
  • Incorporation filing
  • Accounting systems setup

Accounting Systems Support

Streamline your existing system capabilities to maximize accounting effectiveness. Our QuickBooks Professional Advisors are ready to help you in setting up, maintaining, and troubleshooting QuickBooks ® for any industry.

We offer:

  • Support for common accounting systems such as QuickBooks ®
  • Assistance with setup, training and ongoing accounting program support
  • Electronic exchange of bookkeeping information for review and reconciliation
  • General ledger adjustments to balance computer records with financial statements
  • Remote access capability to facilitate record transfer and posting

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Accounting Services

Accounting is a basic need in every business — a combination of understanding past results and future direction. Yet many companies struggle to maintain organized financial records. Take a key step toward ensuring the long-lasting success of your business by streamlining your recordkeeping processes with the flexibility that comes with year-round accounting expertise.

With our services, you can:

  • Avoid costly recordkeeping mistakes by improving your current accounting and bookkeeping practices.
  • Increase productivity by offloading day-to-day financial chores.
  • Improve the accuracy of financial data to help you make better business decisions.

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Full Service Assistance

To effectively manage, you need to know how your business is doing at all times and, most importantly, how it should be doing in the future.  You can be confident in all of our accounting and bookkeeping services.

They include:

  • General ledger management
  • Employee earnings and payroll records
  • Sales tax reporting
  • Bank account reconciliation
  • Accounting software support and training for common accounting systems such as QuickBooks ®
  • Bookkeeping records reconciliation
  • Financial Statement preparation
  • Monthly, quarterly and annual reporting options

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Tax Planning

Experience true peace of mind with a professional who builds strong, trusting relationships by proactively working with clients and accurately preparing business and personal tax returns each year.

Here’s what you can expect with us:

  • Ensure you pay the least tax allowed by law.
  • A proactive relationship to optimize your tax situation as your personal situation changes and tax laws are revised.
  • We stand dedicated to our clients long-term success by building a working relationship to address your specific tax preparation and financial planning needs.

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Tax Preparation

Tax preparation for corporations, partnerships, estates, and individuals. Solid planning approaches maximize and protect the value of your assets by minimizing your tax burden.

We offer:

  • Personal tax preparation
  • Federal, state and local returns including out-of-state
  • 1099 filing for contracted labor
  • Sales tax filing and payment processing
  • Payroll tax filing

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IRS Audit Representations and Problem Resolutions

We represent our clients before the Internal Revenue Service during tax return examinations.

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Our Services

Our Client List



  • Construction Companies
  • Roofing Companies
  • Medical Practices
  • Dental Practices
  • Real Estate Companies
  • Legal Practices
  • Non-Profit Organizations
  • Service Organizations

 

 
         
         
 
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