Services

If you’re looking for a firm that will focus on your individual needs, and always treat you like a client who matters, look no further.  Our firm is large enough to offer a full range of professional services, but small enough to give you the individual attention that you deserve.

We will thoroughly and conscientiously study your personal situation, and tailor our advice to your specific needs.

Accounting Software Selection & Implementation

There is no shortage of accounting software solutions for your business. Software as a service (SaaS), cloud computing, and other technological innovations are adding more dimensions to technology decisions. Choosing the right solution that will meet the needs of your business now and in the future while also providing a necessary level of security is crucial. We can analyze the nature of your business and financial transactions, current technology, future business plans and emerging needs to identify and implement a software solution that is flexible enough to grow and change with your business.

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Bookkeeping/Write-Up

If your business does not currently have accounting staff or if your business is outgrowing its current bookkeeping system, we can provide comprehensive bookkeeping and write-up services to ensure the smooth operation of the financial side of your business. As your business needs grow and change, we can provide input and planning assistance to make sure your accounting and financial systems keep pace with your business needs.

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Business Consulting

As a true business partner, we are available to help you deal with any business problem or opportunity. We stand ready to engage in business consulting projects to help you make the right decisions for the future of your business. Whether you face questions related to expanding, selling or restructuring your business, we have the necessary business acumen and analytical capabilities to help you make the right decisions.

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Business Entity Selection

The business entity—LLP, LLC, sole proprietorship, partnership, corporation, etc.— that you select for your business has enormous financial and tax implications. It is important that you make the right decision. We can explain each choice and its implications. As your business grows and changes, the type of business entity you choose may need to change also.

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Financial Analysis

When a business is able to undertake strong financial analysis, it opens up new opportunities to improve management, planning and decision making. Financial analysis provides the numbers to support, reject or contemplate a course of action. Prospective analysis can show how situations may evolve under various scenarios, providing a new dimension to decision making. We are ready to provide this type of financial analysis to support the continued prosperity of your business.

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Financial Statements

Financial statements are an important tool for management decision making. Financial statements also represent your business to lenders, partners, potential buyers and other interested parties. We  will work closely with your key personnel to develop and finalize accurate and timely financial statements.

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Management Advisory Services

Our Management Advisory Services focus on improving the efficiency and effectiveness of your business and its operations. We  can provide support in business planning, mergers, acquisitions, and other advisory support. Contact our office to learn about the full range of services we provide.

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Payroll Services

Constantly changing federal, state and local laws and tax regulations make payroll management an ongoing challenge for business owners. Our payroll services professionals are well versed on these laws and regulations. We can proactively alert you to material changes that will affect your business and your employees while also keeping payroll running smoothly no matter how large your business and your employee population become.

Access our Payroll Flyer here to learn more about what Payroll services we can offer you.

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QuickBooks Consulting and Training

We are Certified ProAdvisor in the Desktop and Online versions

We work hand in hand with the business owners to help them identify the needs and ways meeting those needs. We can setup an appointment either at your location or our office for a one on one or company group training. We also assist on the most suitable third-party application for your industry to manage your accounting and business processes more efficiently.

This will teach you only what you need to know to run your business, saving time and money.
QuickBooks was created to work with almost any type of business. This means parts of the program your business will never use. Let our ProAdvisior customize the program for your business need.

QuickBooks was created to work with almost any type of business. This means parts of the program your business will never use. Let our ProAdvisior customize the program for your business need.

This is also a great class for someone looking to learn and setup QuickBooks for his or her small business.
We are one of only places where the course is taught by a QuickBooks Certified ProAdvisor with years of experience using QuickBooks.

We can help you with any QuickBooks problems including but not limited to:

  • Creating of company files
  • Customization of Company file
  • Chart of Account setup
  • Items List Setup, including inventory
  • Customers and Invoices Setup
  • Vendors and Billing Setup
  • Payroll Setup
  • Customize Sales and Billing forms
  • Customize of Process flow
  • Setup of Online Banking
  • Customize Reports
  • Customize Advance options through the integration of Third Party Applications
  • Importing data
  • Customize File permission and security
  • Troubleshooting and fixing problems
  • Converting Data to QuickBooks
  • QuickBooks Setup on a network of 2 or more Computers

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Sales Tax Services

State and local tax authorities are looking to maximize sales tax collections. We can help you understand and manage your sales tax obligations and prepare sales tax returns in an efficient and timely manner.

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Tax Preparation & Planning

Effective tax preparation and planning can help you to minimize your future tax liability. We can help you proactively manage both your personal and your business tax issues, including understanding how upcoming business opportunities impact your tax status and vice versa. Not all tax planning opportunities are readily apparent. By having us on your team, you are more likely to benefit from those opportunities. We understand how the latest federal, state and local tax legislation and other developments affect you and your business and we are constantly identifying new ways to reduce federal, state or local tax liabilities.

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Call today to schedule an appointment!