Services
If you’re looking for a firm that will focus on your individual needs, and always treat you like a client who matters, look no further. Our firm is large enough to offer a full range of professional services, but small enough to give you the individual attention that you deserve.
We will thoroughly and conscientiously study your personal situation, and tailor our advice to your specific needs.
Accounting Software Selection & Implementation
There is no shortage of accounting software solutions for your business. Software as a service (SaaS), cloud computing, and other technological innovations are adding more dimensions to technology decisions. Choosing the right solution that will meet the needs of your business now and in the future while also providing a necessary level of security is crucial. We can analyze the nature of your business and financial transactions, current technology, future business plans and emerging needs to identify and implement a software solution that is flexible enough to grow and change with your business.
Audits, Reviews, and Compilations
Auditing is a fun feature we offer! Have an account that just always seems off? Need things reviewed carefully? Have discrepancies you just cannot pinpoint? Let us help you with that! Also performing-Clean-up of books that have problems.
Our audit, review and compilation capabilities are a core part of our services. We tailor each process to the unique needs of your business. We deliver financial statements and reports that are clear, concise and acceptable to all outside parties and that can provide information and insight to help you run your business more effectively. We will work closely with you and your key employees to develop and execute a plan to complete this work by minimizing employee time spent on the process and without disrupting operations.
Bookkeeping/Write-Up
Business bookkeeping. Payroll and Payroll Taxes. Financial Statements. Audits. Daily, weekly, and monthly bookkeeping including accounts payable/receivable. Bank Reconcile. Budgeting & Forecasting. Starting a new business? We can help you with the process!
If your business does not currently have accounting staff or if your business is outgrowing its current bookkeeping system, we can provide comprehensive bookkeeping and write-up services to ensure the smooth operation of the financial side of your business. As your business needs grow and change, we can provide input and planning assistance to make sure your accounting and financial systems keep pace with your business needs.
Business thriving?- Excellent! Let us make sure your accounting entries are correct and at the best tax advantages for your future.
Business brand new?- How exciting! Let us help you set up your bookkeeping so you can focus on your customers and your business.
Not sure where to start?- No worries! We can help you set everything up and have things looking good in no time.
Are you struggling and wondering if there is anything more you can do to bring your business back around?- We can help with that as well.
Are you questioning if you need to have bookkeeping?-
Well now, we may be a bit biased on this one- but YES of course you NEED bookkeeping!
We also take pride in being timely. If your current bookkeeper isn’t being timely with your work, please give us a call.
Business Consulting
As a true business partner, we are available to help you deal with any business problem or opportunity. We stand ready to engage in business consulting projects to help you make the right decisions for the future of your business. Whether you face questions related to expanding, selling or restructuring your business, we have the necessary business acumen and analytical capabilities to help you make the right decisions.
Business Entity Selection
The business entity—LLP, LLC, sole proprietorship, partnership, corporation, etc.— that you select for your business has enormous financial and tax implications. It is important that you make the right decision. We can explain each choice and its implications. As your business grows and changes, the type of business entity you choose may need to change also.
Financial Analysis
When a business is able to undertake strong financial analysis, it opens up new opportunities to improve management, planning and decision making. Financial analysis provides the numbers to support, reject or contemplate a course of action. Prospective analysis can show how situations may evolve under various scenarios, providing a new dimension to decision making. We are ready to provide this type of financial analysis to support the continued prosperity of your business.
Financial Statements
Financial statements are an important tool for management decision making. Financial statements also represent your business to lenders, partners, potential buyers and other interested parties. We will work closely with your key personnel to develop and finalize accurate and timely financial statements.
Management Advisory Services
Our Management Advisory Services focus on improving the efficiency and effectiveness of your business and its operations. We can provide support in business planning, mergers, acquisitions, and other advisory support. Contact our office to learn about the full range of services we provide.
Notary Public
A notary public can help you to handle various business matters, including witnessing and authenticating document execution and signatures. We offer Notary Public services and are available when you need us.
Payroll Services
Constantly changing federal, state and local laws and tax regulations make payroll management an ongoing challenge for business owners. Our payroll services professionals are well versed on these laws and regulations. We can proactively alert you to material changes that will affect your business and your employees while also keeping payroll running smoothly no matter how large your business and your employee population become.
Sales Tax Services
State and local tax authorities are looking to maximize sales tax collections. We can help you understand and manage your sales tax obligations and prepare sales tax returns in an efficient and timely manner.
Tax Preparation ~ Individual, small business and corporate
Tax Preparation for corporate returns, small business as well as personal income taxes. Have you fallen behind in filing? We can help! Think there are errors in previous returns? We can help! We take pride in doing returns in a short amount of time- no waiting months to get your return completed. We slso understand how the latest federal, state and local tax legislation and other developments affect you and your business and we are constantly identifying new ways to reduce federal, state or local tax liabilities.
QuickBooks
QuickBooks ProAdvisor certified. We are happy to take care of your books thru your online QuickBooks subscription. We can also oversee your books remotely. And we are always willing to teach QuickBooks!