Services tailored to your needs.

Spend your time building your business — and your profits. We will work with you to identify the services you need.

We can provide as many of the following services as you want:

  • Prepare or supervise preparation of financial statements.
  • Handling all payroll functions, including quarterly and annual payroll tax reports.
  • Doing your bank reconciliations and providing cash balance reports.
  • Maintaining journals and general ledgers.
  • Preparing all required business tax reports and filings.
  • Preparing any customized reports you find useful.
  • QuickBooks setup & support

Understanding financial statements can increase business profits!

Understanding financial statements can increase business profits. If you would like to learn more about using financial statements to make sound business decisions, we would be happy to assist you.

What makes a business successful?

Whether you are starting a business or operating a going concern, never stop investigating ways to improve all areas of your business. The successful businessperson will always seek information and enlist the services of professionals to help make the decisions necessary to stay profitable in a competitive business world. Some questions to consider:

  • What form of organization is best for me?
  • How will my business affect my individual taxes?
  • What type of retirement plan is best for me and my business?
  • What is the best way to get money out of my business for myself?
  • Should I be paying myself a salary? If so, how much?
  • What tax credits and deductions are available for my business?
  • What can I do to improve my recordkeeping?
  • Am I doing anything that would increase my odds of getting audited by the IRS?

For the entire life of your business — from selecting the proper organizational structure to the sale or generational transfer of your business — we are there for you every step of the way!