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Providing Everything You Need

As a business owner you have a lot on your plate. Let us take care of your bookkeeping, so you can focus your time on your business's growth, development, and profitability.

We provide you peace of mind. Accurate record keeping is essential to your company’s long-term viability. We serve a variety of industries and clients from the self-employed home-based business owner to small and medium-sized businesses with employees. When you outsource your bookkeeping and accounting services to us, you get 1 on 1 personalized service with state of the art technology. When you use our team of experienced accounting and tax professionals, you get all of the benefits of hiring an experienced financial executive without the added expense.

Comprehensive Accounting Services

Full Service Bookkeeping & Accounting

  • Assessments of existing books

  • Accounts Payable (entry, bill paying)

  • Accounts receivable (entry, invoicing, deposits, collection)

  • Reconciliations - bank accounts, credit cards, loans, equity, etc.

  • Inventory management

  • Bookkeeping clean up

  • General ledger tracking and maintenance

  • Payroll - Complete payroll services including government reporting, tax deposits and W-2s.

  • POS systems and other 3rd party application reconciliations and integrations with accounting software

  • Accounting systems set-up, Chart of Accounts and General Ledger

Virtual CFO
Advisory & Consulting

When you use our CFO services,
here’s what we do for you

Our business advisory
consulting services include

Financial analysis and reporting - prepared monthly, quarterly, or annually based on your unique needs in a professional format

Financial forecasting and budget preparation - our team will help create a smooth transition plan that is well timed and thoughtfully executed

Cash flow management - provide guidance for increasing cash flow and improving profitability in support of future financial goals.

  1. Develop short and long-term cash projections

  2. Analyze prior years cash flow statements to help you understand where the money goes

  3. Prepare monthly, quarterly, or annual cash flow statements

  4. Provide you with tools to accelerate the collection process

  5. Develop updated billing and payment policies

  6. Assist with obtaining a line of credit

  7. Help you get the maximum rate of return on surplus cash

KPI (Key Performance Indicators) Tracking - we will gauge your company's output against a set of targets, objectives, and industry peers

Profitability analysis

Set up an accounting system and controls

Strategic tax planning

Tax compliance (sales use and payroll taxes)

  • General accounting and tax training & education

  • Planning for strategic growth

  • Review and evaluation of internal controls

  • Business analysis and due diligence

  • Business entity selection and restructuring

  • Financial planning and analysis

  • Assistance with debt and financing

  • Business expansion and acquisition analysis

  • Evaluation and implementation of accounting software

  • Sales, marketing, and economic analysis

As a business owner, you’re busy developing new products or services and making sure your business runs smoothly. You probably don’t have time to reconcile your bank account or generate balance sheets to manage your cash flow, let alone read up on the latest tax laws to find out which tax breaks you can take advantage of.

There is more to preparing your taxes than simply filling out forms at tax time. It's also about understanding our clients’ needs and helping them plan for a secure future. Through the use of our software tools, we can minimize your stress and file many tax forms electronically.

As your trusted advisors, we evaluate your unique tax situation and guide you through any tax challenges that develop. Our goal is to minimize your tax liability so that you can keep more of your hard-earned money.

​​Tax Preparation & Strategies

Tax Services

Tax Form Preparation & Filing for federal and state - Individual, Business, Non-profit.

  1. Prepare accurate tax returns that are filed on time

  2. Calculate estimated taxes for individuals and businesses

  3. Develop tax planning strategies that reflect your financial goals

  4. Electronic filing and direct deposit for a faster tax refund

  5. File extensions and calculate estimated tax to avoid interest and penalties

Tax Planning - Making sure you have all the tools and information needed for an accurate and timely filing.

  1. Based on careful analysis of your tax situation we make sure you take every tax credit and deduction you deserve on your tax return.

  2. We help you set up a recordkeeping system that meets IRS requirements.

  3. We work with you all year long--not just at tax time to develop tax planning strategies that lower your tax bill.

  4. We review and adjust your paycheck withholding so that it accurately reflects your tax situation and lets you keep more of your money (why give the IRS a free loan?).

  5. We help you understand how to defer tax liabilities through pension plans, retirement contributions, and similar plans.

  6. We make sure you take advantage of certain investments to produce tax-exempt income (federal or state or both).

Assistance with Tax Issues - Before & after the taxes are filed, we will be here for any other concerns that may arise.

Federal, state and local tax compliance

Minimize tax liability

Entity selection and structure (S-Corp, C-Corp, LLC)

IRS Representation

Tax Relief


-New Business Formation

-QuickBooks Trainings

-QuickBooks Set Up

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