Bookkeeping & Accounting
Stay on top of your finances with accurate, timely books. We handle:
- Monthly and quarterly bookkeeping
- Bank and credit card reconciliation
- Financial statement preparation (income statement, balance sheet, cash flow)
- Accounts payable and receivable management
- Cleanup and catch-up bookkeeping for overdue records
Tax Preparation & Planning
We prepare accurate returns and help you plan ahead to minimize your tax burden. Services include:
- Individual income tax returns (Form 1040)
- Business tax returns (S-Corp, C-Corp, Partnership, Sole Proprietor)
- Self-employed and freelancer tax preparation
- Estimated quarterly tax planning
- Multi-year tax strategy and planning
Business Advisory
Beyond the numbers, we help you understand what your financials are telling you:
- New business setup and entity selection
- Chart of accounts design
- Cash flow analysis and forecasting
QuickBooks Consulting
We help small businesses get the most out of QuickBooks — whether you're just getting started or trying to untangle a messy setup:
- New company file setup and chart of accounts configuration
- One-on-one training for owners and office staff
- Troubleshooting and cleanup of existing QuickBooks files
- Ongoing support as your business grows
- Assistance selecting the right QuickBooks plan (Online vs. Desktop)
Not sure which service fits your situation? We offer a free one-hour consultation for new clients.
Contact Us Today