Bookkeeping Services
We can provide your company with timely bookkeeping services at affordable prices. One of the most important processes a business needs is to keep track of their income, expenses, and profitability. But more importantly, the owner must understand their numbers. We make sure you get your information promptly and review your results with you to help you understand your numbers and track you on the track for financial success.
Tax Services
Tax time is a stressful time of year for many individuals and
businesses. Given the complexity of the ever-changing laws
and the difficulty of interpreting them, you need a tax
advisor who not only can ensure you’ve complied with
the law, but who can help you claim valuable deductions and
credits you may have never suspected. Our firm goes out of
its way to reduce the burden of paying taxes for all filers.
We pledge not only to prepare your tax returns in the
best-informed, most ethical manner possible, but also to work
with you year-round as needed to plan a strategy that will
minimize your total tax burden. We are qualified to prepare
all federal, state, and local tax returns for individuals,
corporations, partnerships, and fiduciaries.
Payroll Services
Once you have trusted us to handle your tax and accounting
services, trusting us to handle your payroll needs is the
next logical step towards simplifying your business life. We
provide a comprehensive payroll service customized for your
specific needs—giving you flexible personalized service
from our knowledgeable staff. We can tailor our service to
meet your business needs. Depending on your needs, we will
evaluate your payroll options and consider utilizing outside
payroll vendors (usually Paychex) to assist your business with
your payroll requirements.
Accounting Services
Our firm offers a complete range of accounting services. We
prepare compilation and review financial statements in
accordance with Generally Accepted Accounting Principles
(GAAP) for use by banks, investors, and other third parties.
Our firm will also prepare custom financial reports for
internal, managerial use.
We do not currently perform audit engagements or prepare audited financial statements.
For the period ended March 31, 2018, our firm has
successfully passed the Peer Review requirement for
accounting firms that issue financial statements with a peer
review rating of pass (this is the best result of a peer review). Our next peer review will be in
2021.
CFO Services
Our firm can assist your business by providing part-time CFO
(Chief Financial Officer) services. This is a great
opportunity for an business to get the additional management
support from a trained professional on a part-time year round
level. We welcome the opportunity to discuss this service
with your business and customize a program that works for
your business and budget.