Business Tax and Financial Services

Consulting/Training for QuickBooks
Internal Financial Statements
Payroll Services and Compliance
Sales Tax Services and Compliance
Business Tax Planning
Business Tax Preparation

Consulting Services

CFO Services
Business Consulting
Accounting Software Consulting and Implementation
Business Entity Selection
Financial Forecasts & Projections
Cash Flow & Budget Analysis
Management Advisory Services
Pension & Profit-Sharing Plans

Personal Financial Planning

Tax Planning
Tax Preparation
Education planning
Retirement planning
Goal setting
Cash Flow & Budget Analysis
Estate & Trust Tax Preparation

Personal Tax and Financial Services

Personal Financial Management
Personal Tax Planning
Personal Tax Preparation
Budget & Goal setting

In addition to traditional accounting and tax services, we offer, among other services, the following:

Business setup and design, including entity selection, Review of business processes and workflow, including optimization Accounting software consulting, including selection, implementation, and support Outsourced CFO services, including oversight of internal accounting department Budgeting and Forecasting

We are a firm staffed with Certified QuickBooks Pro Advisors and offer a variety of consulting services. We can review your accounting setup and system, offer advice for improving your workflow and minimizing redundancies, train your internal personnel as needed, and oversee your monthly financial information. Or, if you prefer, we can be your outsourced bookkeeping department, handling your daily, monthly, quarterly and annual bookkeeping needs.

Traditional accounting and tax services – Monthly, quarterly, and/or annual internal financial statements Payroll setup and reporting, Sales tax setup and reporting Income tax preparation for businesses, individuals, and/or nonprofits Income tax planning for businesses and individuals, Nonprofit entity compliance

Financial News and Updates