Services

Accounting Services
Our firm offers a complete range of QuickBooks accounting services, including receivables, payables, and payroll management. We prepare financial statements in accordance with Generally Accepted Accounting Principles (GAAP) for use by banks, investors, and other third parties. Our firm will also prepare custom financial reports for internal, managerial use.

Bookkeeping/Write-Up/Payroll & Compliance
With our regular write-up service, your business is supported by professional accountants on a monthly basis, to put you in control of your finances and help better manage your business. Bring us your checkbooks and other supporting documentation and we enter the data in our QuickBooks accounting software. From there we process your payroll, calculate payroll liability amounts, and prepare your quarterly payroll tax returns. We also reconcile your bank accounts and prepare your sales tax returns. Throughout the process, you are entitled to unlimited phone consultation with us on all matters related to your monthly accounting needs. This means that, at all times, your accounting records are accurate, up-to-date, and available to you so that you always know exactly where your business stands. And along with financial statements, you receive a variety of management reports customized to your individual needs. This provides you with the tools you need to make profitable management decisions.

Cash Flow & Budgeting Analysis
Our firm offers expert cash flow and budgeting analyses that can help you minimize cost overruns, lost purchase discounts, and uncollectable receivables. Many of our clients state that these value-added services are indispensable.

Financial Statements
Our firm prepares professional, GAAP-compliant financial statements as well as tailor-made financial analyses that can help business owners and managers eliminate inefficiency and realize a businesss full profit potential.

Attest Services
Our firm offers both limited and full scope attest services. We will gladly work with your bank or other financing institution to determine whether a limited review or full scope audit is necessary. We pledge to deliver cost-efficient attest services in accordance with your mandatory reporting deadlines.

Reviews and Compilations
Our firm offers full Review and Compilation services for small to medium sized firms.

Tax Services
Our firm offers a full range of tax planning and compliance services. We will work with you year-round if necessary in order to minimize your total tax burden. Our firm also prepares all federal, state and local tax returns for individuals and businesses.

Tax Planning
Our firm continuously monitors federal, state, and local tax law changes to allow its clients to minimize current and future tax liabilities. If necessary, we can implement tailor-made due-date tax compliance monitoring systems to prevent costly interest and penalty assessments attributable to late filing. Of course, we offer full tax preparation and filing services.

Consulting Services
Our firm offers a wide range of consulting services to help you start-up or improve business operations, boost efficiency, and increase the bottom line.  Included are services related to QuickBooks set-up, training and trouble-shooting.

Financial Planning
Our firm offers a complete array of financial planning services and will work closely with you to help you achieve your financial goals.

Management Advisory Services
Our firm offers complete management advisory services, including business start-up, systems implementation and management, cost controls, QuickBooks accounting software consulting, employee benefit plan restructuring, and much more.

Retirement Planning
It is never too early to start planning for retirement. If you want to live the same lifestyle--or an even better one--than you do now, you need to start planning for retirement...NOW. We can analyze your projected income and expenses and suggest investment funding techniques to help you make sure that your golden years 10, 20, and even 50 years from now live up to your expectations.