Our objective is to provide affordable accounting and consulting services tailored to meet the needs of your company. Thank you for your interest in our services and giving us the opportunity to EARN your business. It is our goal to be an asset to your organization, not a liability.
Tax Planning & Preparation
We have several years experience working in the field of taxation and effectively representing our clients interest before various taxing authorities.
Working closely with your attorney or our legal associates, we can assist in asset transfers, gifting, probate issues, charitable contributions, and review of partnership agreements.
Bookkeeping / Write Up
Accurate and organized financial records ensure that your business operations adhere to Generally Accepted Accounting Principles (GAAP) and tax laws.
Small Business Accounting
On a monthly or quarterly basis, we will reconcile your bank accounts, generate financial statements, and clean up your general ledger.
As a QuickBooks Professional, we offer a variety of services in the use of this financial software.
Strong internal controls are vital to protect your assets. We can assess these systems for your business and implement procedures to protect your assets from embezzlement and fraud.
New Business Formation
We will help you select a business structure that best fits your needs and select the right accounting software by evaluating your budget.
Allow us to help you establish and maintain your non-profit organization's tax-exempt status by handling all of the IRS reporting on your behalf.
We offer a variety of services to individuals who prefer to rely on their accounting partners to manage their personal finances. This is a great service for clients who travel extensively or maintain multiple residences. Paying bills and reconciling your personal bank accounts or investments can be tedious and stressful. We would be happy to manage this process for you.
Personal Financial Services
This aspect of our business is focused on delivering exceptional, personalized solutions that resolve challenges for our individual clients. It would be our pleasure to help you manage your finances to minimize taxes and increase your net worth.
Individuals who contribute funds to retirement plans often have questions regarding tax consequences. We can address these concerns to ensure you understand your portfolio. Periodic review of your retirement investments ensures your business is maximizing tax advantages and reducing your tax liabilities.
Cash Management, Cash Flow Planning & Budgeting
Do you know the profitability of your business? We can help you forecast and evaluate your company's financial condition and track cash flow sources and uses.