Our firm offers a wide range of services to our individual and business clients. Being a relatively small firm, we are able to offer our clients personalized quality service. Below, we have listed the services that we offer to our clients along with a brief description.
As the list below is by no means all-inclusive, please feel free to inquire about a service if you do not see it listed.
Our significant investment in computerized tax preparation and research software enables us to accurately and efficiently prepare returns for various types of entities including:
- Non-Profit Organizations
Tax planning is an essential element of the tax preparation process. By making tax planning part of your overall business strategy, you can use our experience and access to the most current new developments in the tax laws to minimize both your current and future tax liabilities.
Sales Tax Services
Many of our clients are responsible for collecting and submitting sales taxes in many different vicinities. We can assist your company in the compilation of information and preparation of sales tax returns in an efficient and timely manner.
Meaningful, well-organized financial records ensure that your business operations will run more efficiently on a daily basis and are the foundation of a successful business. We can assist you with the day-to-day tasks associated with bookkeeping.
Our services include the following:
- Bookkeeping prepared weekly, monthly, quarterly, or annually
- Budgeting & Forecasting
- Bank Statement Reconciliations
- Accounts Payable
- Accounts Receivable
- Fixed Asset Management
- General Ledgers
- Individualized Statements as Requested by Client
We can assist you in the preparation of your financial statements in accordance with professional standards, but express no opinion or any other form of assurance on the underlying information included in them. The financial statements produced can be a useful tool for management for making financial decisions.
Financial Forecasts & Projections
Forecasting is a necessity when trying to effectively manage and lead a business to profitability. From simple projections to complex financial modeling, we can assist you in achieving your company's financial goals.
We view our role in the financial reporting process as an opportunity to provide constructive solutions for maximizing your company's profitability and efficiency. Compilations differ from reviews and audits as they are based upon client information provided and used primarily for internal use only as no assurance is expressed.
We gauge our worth by the personal and business successes of our clients. We can help your business identify areas negatively affecting profitability and growth and develop solutions that are practical and technically sound. In addition to acting as a sounding board for management, we provide comprehensive, flexible strategies that address the issues affecting your business. The following is just a few of the areas in which we provide consulting services:
- Accounting software selection and implementation
- Type of entity selection
- Help identifying areas to improve profitability
- Business budgeting & forecasting
In addition, we provide the following services:
- Filing for an Employer Identification Number (EIN)
- Preparation of Business Plans
Business Entity Selection
Choosing the form of entity of your business (e.g. "S" corporation, sole proprietor, limited liability company) is a crucial decision that can have longstanding tax implications, positive or negative. We can assist you in evaluating the pros and cons of each entity type to help you determine the most advantageous form of business for your company.
Certified QuickBooks Pro Advisor ®
We are a Certified QuickBooks Pro Advisor ®. We can assist you in QuickBooks ® Setup, Training, and Reporting.
Our services include the following:
Quickbooks Setup & Training
- Quickbooks Installation & Setup
- Chart of Accounts
- Development of Customized Reports
- One-on-One Training
- Clean up Prior Problematic Setup
QuickBooks Product Discounts
QuickBooks Pro Advisor ® Program Member
- As a QuickBooks ProAdvisor, we are provided with the software, support, information and resources necessary to give the outstanding services and support to our Quickbooks and small business clients.
Bring us your important documents to notarize.