Certified QuickBooks ProAdvisors which can assist with:

  • QuickBooks software set-up and installation
  • Determining and setting up the appropriate accounts for your business - payroll, accounts receivable, accounts payable, inventory, etc
  • Creating customized templates for invoices, purchase orders and financial statements
  • QuickBooks training for you and your staff
  • QuickBooks file review and clean-up
  • Providing on-going QuickBooks support as needed

Accounting  & Management Services for small businesses:

  • Maintain general ledger and books of original entry
  • Budget development
  • Cash flow management
  • Retirement planning for you and your employees
  • Financial statement preparation – Compilations and Reviews
  • New business incorporation and entity choice
  • Loan assistance for new and existing businesses
  • General business and financial consulting
  • Training of accounting personnel
  • Financial statement analysis
  • Business valuations and marketing assistance
  • Succession or Exit Planning

Payroll Services:

  • Complete, accurate, on-time payroll preparation and processing
  • Detailed payroll reports
  • Sales, Use, and Withholding tax preparation
  • W2, W3 and 1099 preparation
  • Worker’s compensation
  • Unemployment claims
  • Comprehensive tax planning, preparation and electronic filing

Tax Compliance Services

  • Corporate and partnership tax return preparation
  • Individual tax return preparation
  • Estate and trust tax return preparation and Estate planning
  • Personal financial consulting and tax planning
  • Payroll tax return preparation
  • Non-profit organizations tax return preparation
  • Resolve problems with the IRS

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