Services

A full service CPA firm providing our clients with accounting solutions and responsive, individualized service tailored to meet their needs.  

We offer accounting, bookkeeping, tax, consulting and outsourced services to start-ups, growing businesses and established enterprises. We provide tax preparation and tax planning to individuals as well as accounting and tax preparation to non-profit organizations. 

A trusted advisor to businesses and entrepreneurs in a number of industries including construction, real estate, consulting, education, marketing, advertising, medical professionals, law firms, online sales, retailers, wholesalers, and non-profit organizations. 

Professional • Reliable • Timely • Individualized Service

Committed to our client’s success.

Accounting

  • Monthly, quarterly & annual accounting
  • Bookkeeping
  • Quickbooks ProAdvisor accounting
  • Quickbooks migration desktop to online
  • Financial Statement preparation
  • Conversion & implementation of new accounting software & systems
  • Budget & forecast preparation
  • Cash flow management
  • Report preparation
  • Accounts payable/receivable
  • Account reconciliations
  • Payroll
  • Training

Tax

  • Corporate tax preparation
  • Individual tax preparation
  • Non-profit tax preparation
  • Tax planning – corporate & individual
  • Quarterly/annual payroll tax preparation
  • 1099 & W2 preparation
  • Sales tax preparation
  • Form of entity selection

Quickbooks ProAdvisor

  • Certified ProAdvisor Quickbooks Online 
  • Quickbooks set-up
  • Quickbooks clean-up & troubleshooting
  • Quickbooks Online 
  • Quickbooks Desktop
  • Quickbooks migration from desktop to online
  • Quickbooks training & education
  • Quickbooks payroll
  • Quickbooks sales tax

Consulting

  • Quickbooks training & consulting
  • Accounting software conversations & implementation
  • Choice of accounting software
  • Outsourced CFO services
  • Troubleshooting
  • Project analysis
  • Cash flow management
  • Entity selection
  • Business start-up consulting
  • General business consulting
  • Special projects
  • Accounting software training