Services

We offer our clients a variety of ways to work with us. Contact us and we will build a package of services that will meet the needs of your business in an efficient and cost effective manner. We are positioned to grow with you. We can work with you as you are just getting started all the way up to when you reach maturity and have complex accounting and tax needs.

In addition to providing financial statements and complex tax returns, we are capable of an extended offering of services. We can pay your bills, we can prepare your payroll, and we can make remote deposits on your behalf. We are able to use technology to provide outsourced bookkeeping for companies that are tired of hiring, training, and managing staff over and over. Talk to us about the benefits.

Peace of Mind

They want to know that their books are accurate, their tax returns are correct and filed on time and we are here to back them up if they are ever audited.

Tax & Business Advice

We provide them with tax savings ideas and business advice that saves them money and makes their businesses better.

Full Service

We are capable of delivering additional services like bill paying and payroll services as our clients’ needs grow.

Technology

We offer our clients the ability to take advantage of cloud computing, hosted QuickBooks, remote desktop access, and secure client portals. Experience the advantages of 24/7, anytime, anywhere and secure access to your financial information, tax returns, W2s or payroll reports. We can even set you up to be able to access your QuickBooks Company from any location.

People

We strive to make every phone call, email, and meeting with any of us a friendly and informative experience. We call and email you with reminders about tax deadlines, revenue and expense matters related to your business, or other matters we notice as we review your business and tax matters on a monthly basis during the year. When you call us to ask a question, we already know your business situation because we review it every month.

System

We provide our clients with a simple business records reporting system. Before we can prepare a financial statement or tax return we need you to provide us with information. In many cases we can automate your records gathering process. We can employ remote work tools and the latest in online access to enable us to gather your records for processing on your behalf. We know there are much better uses of your time than chasing bank and credit card statements or other financial data to get to your accountant.

Our Services

SMALL BUSINESS ADVISORS

SMALL BUSINESS ACCOUNTING SERVICES

TAX PREP & PLANNING

PAYROLL SERVICES

PRIVATE WEALTH MANAGEMENT

QUICKBOOK SERVICES