Services

  • Business accounting systems set-up and consultation.
  • Bookkeeping and bank statement reconciliations.  Monthly, quarterly, and annual financial reporting and budgeting.
  • Payroll processing and compliance.
  • QuickBooks software advisory and assistance.  Assistance with Excel, Word, and Outlook.
  • Business development consulting.
  • Financial statement analysis.
  • Business valuations.
  • Personal, corporate, partnership, and nonprofit tax return preparation.
  • Tax planning.
  • IRS negotiations and tax resolution.
  • Financial statement compilation, review, and audits.
  • Financial and estate planning.
  • Accounts payable and cash management.