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OUR SERVICES

Tax Preparation

Business: We will organize and enter your receipts, educate you on which deductions are necessary, and prepare & file your quarterly taxes as well as your yearly tax returns.

Individuals: We will do your tax returns on the same day of your appointment, and we'll e-file so you'll get your refund quicker. 

Bookkeeping

Send us your receipts weekly and we'll record them on our system so they are organized and ready for our reports. We will also keep track of your sales, purchases, payments and receipts. 

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  • Small Business Accounting

  • Bank Reconciliation

  • Accounts Receivable/Payable

  • Bookkeeping Clean Up

  • Income Statement, Balance Sheet, G/L

  • Job Cost Reports, Statistical Reports, and Other Custom Reports

Accounting

Reports: We prepare and run bank and account reconciliations, A/P, A/R, Job Costs, and Forecasting reports to keep our clients informed of how their business is doing. 

Payroll: If you have employees, we can process your payroll and pay State & Federal taxes on your behalf.

Billing: Accounts Receivable are the lifeblood of a business's cash flow. We offer office support by creating estimates and invoices so jobs or projects are billed promptly. These documents are sent to the customers by email.

Collections: We take the worry off of our clients by procuring payments on their behalf so their cash flow stays current.

Accounts Payable: We understand paying bills is no fun. Therefore, we manage vendors and pay bills for our clients, so everyone is paid on time and they could take advantage of vendor discounts and rebates. 

Personalized Consultation

Our main goal is to listen to our clients and come up with a plan to help them maximize their profits as business owners.

We Work for You and We Value our Relationship.

We are available anytime to answer your questions or

to guide you in the right direction.

Bank & Account Reconciliations

Our goal is that our clients stay on top of their finances at all times.
  • It is our practice to make sure our client's bank account is balanced at all times by coding and distributing all the expenses to the correct account.

  • We also create spreadsheets to separate all charges by item and user so we can make sure all expenses are accounted for and reconciled.

 

We are certified QuickBooks experts, and have a maximum 48-hour response time. Consultations are already included in our price, so please feel free to email us whenever you have a question or concern.

  • QuickBooks Set-up

  • QuickBooks Tune-up

  • QuickBooks Training & Consulting

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QuickBooks® Support

Industries We Serve

  • Attorneys

  • Clubs & Associations

  • Contractors & Sub-Contractors

  • Consultants

  • Doctors

  • e-Commerce

  • Franchises

  • Property Owners

  • Retail Stores

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