Accounting & Bookkeeping Services
Our core focus is helping small businesses and non-profits focus on their mission and leave the accounting to us. Whether it's bookkeeping, payroll, financial statements or tax documentation, we offer a tailored approach for each of our partners.
Some of our specialized services include:
- Quickbooks Accounting Setup & Management
- Bookkeeping & Journal Entries
- Financial Statement Preparation
- Reconciling Bank Statements
- Invoicing & Payroll Services
- Tracking Payments & Receivables
Tax Planning & Preparation Services
Whether it's tax planning or return preparation, we understand you want to minimize your tax liability while having the peace of mind your return was personally prepared by a licensed CPA that provides the accuracy you depend on. We serve individuals, small businesses & 501(c)(3) non-profit organizations.
Our tax services include:
- Individual & Business Tax Return Preparation
- Tax Planning
- Payroll, Sales & Use Tax Reporting
Consulting & Advisory Services
Our goal goes beyond preparing the numbers, but to help our partners succeed. Whether it's help on a special project, budgeting & forecasting, providing cash flow strategies or providing litigation support, we will work to understand your needs and provide the guidance and support you can trust.
Some of the work we have done for clients includes:
- New Business Formation & Planning
- Audit services
- Litigation Support
- Income & Cash Flow Strategies
- Budgeting, Forecasting & Analysis