Monthly, Quarterly and Semi-Annual Bookkeeping

Bookkeeping services focus on working with our clients to review financial transactions during the period, make adjustments where necessary, and provide confidence in financial results. Typically our bookkeeping services involve performing bank reconciliations, reviewing fixed asset ledgers, reconciling inventory, confirming liabilities are recorded accurately, reviewing transactions during the month for proper coding, and ultimately preparing financial statements and related reporting.

Our bookkeeping services include:

  ● Bank Reconciliation
  ● Financial Statement Preparation
  ● Budgeting and Forecasting
  ● Cash Flow Planning


Business and Individual Income Tax Preparation

We work with our clients to ensure tax reporting requirements and deadlines are met on time and adhere to current tax standards. We have a thorough understanding of applicable rules and legislation for individuals and businesses. We help our clients understand their specific filing requirements and the transactions which influence tax liabilities.  We explain your tax liability in an understandable manner.

Our business and individual tax services include:

  ● Tax Planning
  ● State and Local Tax Compliance
  ● Payroll Tax
  ● IRS Inquiry and Dispute Services


Business Advisory and Strategic Planning

Business and strategic planning services are designed to work with business owners and leaders to evaluate the business, the economic environment and current trends in the marketplace. Taking into consideration these various perspectives allows us to develop strategic and long-range plans to help businesses grow. Our background and experience allow us to take strategies and see them through to implementation.

Our business advisory and planning services include:

  ● Business Set Up and Choice of Entity
  ● Business Operations Improvement
  ● Merger, Acquisition, and Divestiture
  ● Compensation and Incentive Plans
  ● Litigation Support
  ● Strategic Cost Reduction
  ● Accounting System Design
  ● Capital Planning
  ● Budget Modeling & Reporting