Our Services

From start-ups to established organizations, all businesses rely on accurate and insightful financial information in order to maintain profitability and capitalize on new opportunities.  Our services help steer you closer to these goals with accurate record-keeping and reporting as well as support on various managerial and financial issues.  As part of your advisory team, we will work with your CPA and other professional advisers to ensure that your business goals are achieved.

Services are customized case-by-case to best serve individual needs.  Some of our services include:

  • Business start-up assistance
  • Computerized accounting system selection, set-up, installation, and training
  • Monthly, quarterly, periodic, and year-end bookkeeping
  • Business and personal financial statement preparation
  • Monthly, quarterly, periodic, and year-end financial account reconciliations
  • Assistance during any federal, state, or independent financial reviews and audits  
  • Sales tax guidance and reporting
  • Payroll and payroll tax assistance and preparation
  • Cash flow budgeting and forecasting

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