Our services are designed to aid small to medium sized businesses, specifically: partnerships, C-Corporations, S-Corporations, fiduciaries, and non-exempt organizations. We can consult on business decisions, from day to day administration to considerations of mergers, acquisitions, and dissolution.

These services include:

• Business entity classification and set up

• Corporate performance projections

• Consulting on annual payroll calculations and 401(k) contributions

• Compilation of financial statements

• Full-charge bookkeeping functions

• QuickBooks assistance

• Monthly, quarterly, and annual bookkeeping

• Assistance with monthly, quarterly, and/or annual adjusting entries

• Aid in setting up new entities in QuickBooks, including chart of accounts creation

• Referrals to outside bookkeepers/accountants to assist with more in depth daily accounting needs

• Referrals to payroll service bureaus, third party administrators (TPAs), and investment wealth advisors

We are QuickBooks proficient and are certified members of the QuickBooks Professional Advisors Program. We are available for consultation on technical matters in order to effectively generate tax savings and utilize those tax advantages available to our clients.