Our Services

We offer complete accounting, tax, and bookkeeping services that consolidate the full process. We respect our business owners and strive to understand their goals by helping them with various accounting needs. We influence your current framework to decrease error and lower costs while improving your controls and conveying continuous knowledge into your processes at different levels.

Accounting: Our firm provides accounting services to our business owners to help you concentrate on your daily operations and also keep current with your accounting deadlines.

We will organize financial statements to ensure your business operates smoothly. Proper Financial Statements can help owners identify problems stemming from operations.

Our accounting services include:
✓ Income Statement
✓ Balance Sheet
✓ Trial Balance
✓ Fixed Asset Management
✓ Month-End Closing Entries
✓ Budgets and Forecasts
✓ Variance Analysis
✓ Process Improvement
✓ Preparation of Books for Audits and Tax Returns
✓ Liaison With CPA Office


QuickBooks & Bookkeeping: We provide timely, efficient bookkeeping services for businesses of all sizes. Computerized accounts are prepared, saved, and presented monthly, quarterly, and/or annually for client review. We support all platforms of QuickBooks, including desktop and online.

✓ Complete Management of Accounts
✓ Bank and Credit Card Reconciliation
✓ Customized Reports
✓ Clean Up

Part-Time CFO Services: We will make sure that our role as part-time chief financial officer translates into full-time confidence. We understand your needs are evolving as your business reaches new heights. We’ll assess your business and build custom financial strategies to improve profitability, minimize expenses, and strengthen your overall growth.

✓ Revenue Forecasting
✓ Cash Flows Analysis
✓ Internal Controls and Monitoring
✓ Functional Income Expense Tracking


Incorporation Services: We will help you understand the process and benefits of incorporating your business and selecting the correct business structure to provide liability protection and tax savings to make your business even more successful and profitable.

✓ Entity Selection - S Corp or LLC
✓ Incorporation Choices for Your Business Entity Formation
✓ Developing a Business Plan
✓ Liability Protection
✓ Selecting a Corporate Name
✓ Tax Advantages
✓ New Business Options

Tax Services: Our team does much more than file returns once a year. We get to know everything about your financial situation, then determine the right tax strategy for you. Our expert team will search for little-known deductions and will make sure you maximize your savings on your IRS return year after year.

✓ Individual
✓ Small Businesses
✓ Form 1040
✓ Schedule C
✓ E-File