We help you…

Reconcile your business checking account to keep your bank account, accounting, and taxes up-to-date.

Generate an income statement, itemizing your revenues and expenses to determine a profit or loss for the period. 

Generate a balance sheet, giving you a snapshot of your business’ financial condition at a specific moment in time. 

Clean up your general ledger, allowing us to hunt down and fix any discrepancies such as double billings or any unrecorded payments.

We help you…

Correctly set up QuickBooks, so you can save hours of frustration and get off on the right foot.

Learn QuickBooks with one-on-one training focused on your individual business needs, so you get answers to your specific questions.

Tune-up your existing QuickBooks account, by reviewing your transactions for the year, cleaning up stray entries, customizing reports, and balancing your general ledger to subsidiary records. 

We help you…

Compile your financial statements, relying on our knowledge of accounting principles to present information that is a representation of management. This lower level of assurance from an independent CPA is often required by lending banks.

Review your financial statements, providing you an added level of limited assurance. A review provides you the advantages of a CPA’s technical expertise without the work and expense of an audit.

We help you…

Prepare an initial business plan to clarify your marketing, management, and financial plans.

Identify the right business structure by evaluating tax advantages, legal exposure, insurance needs and more.

Determine your start-up capital needs and borrowing power, and prepare a cash flow budget so you’re prepared for the unexpected.

Prepare and file for a Federal Employer Identification Number, as well as all required state and local licenses and permits.

Set up payroll and payroll tax filings when you bring on your first employee.

Develop solid partnership agreements if you’re forming a partnership.