What We Do

We provide a variety of services to meet the varying level of needs for all different types of businesses.



Basic Bookkeeping - We can provide service remotely, in-house, or a combination thereof depending on your needs. QuickBooks is our specialty, but we've worked with a variety of accounting and other support systems and will customize our service to work with whatever system you have in place

Tax - Regardless of business structure, there are always tax implications to be considered. We provide tax return preparation and tax planning for both individuals and businesses

Compliance - Regulatory issues can be a nightmare to stay on top of; We provide support in managing and processing filings related to licensing, registrations, unemployment, sales & use tax, payroll taxes, etc. Whether your business is local or has multi-state concerns, we can help ensure that you are fully compliant and eliminate unnecessary fees and penalties

Training - For those who prefer to be more hands-on, we can teach you
or your staff the basics and best practices to handle your own day-to-day
bookkeeping and compliance

Start-Up Support - Starting a new business can be a daunting process; We can assist potential and new entrepreneurs throughout the start-up process from preparing financial projections & business plans and determining financing requirements to acquiring necessary licenses, tax accounts, etc. and implementing accounting systems

Management Consulting - Beyond the basics of bookkeeping and tax filing requirements, businesses can benefit greatly by actively analyzing and managing their performance. We provide Controller / CFO level services such as financial forecasts & projections, historical performance analysis, break-even analysis, cash flow analysis, cash flow management, etc. Using these tools, we can work to identify sources of weakness in business performance, develop solutions, and support implementation to drive improvement in your business profitability and thereby your personal wealth