• Business & financial statements
  • Year-end closing
  • Bank reconciliations
  • Budgeting

Financial Statements

  • Profit & Loss
  • Balance Statement
  • Monthly/Quarterly/Annual Reporting
  • Budgets
  • Cash flow

Payroll Services

  • Time Sheets
  • Certified
  • Check or Direct Deposit preparation
  • Weekly/Semi-Monthly/Bi-Weekly Runs
  • State/Federal Tax Reporting
  • L & I / Workers Comp. Calculations
  • Garnishments
  • Quarterly/Annual Reports
  • 1099’s – W-2’s Year End Reporting

Accounts Payable / Receivable

  • Weekly/Semi-Monthly/Bi-Weekly Runs
  • Collections


  • Setup & Review
  • Clean-up
  • Conversion

Sales Tax Services

  • Tracking
  • Calculations & Deposits
  • Reporting

Catch-up & Clean-up

  • Catch up on previous years financials
  • Clean up past mistakes & oversights

Financial Analysis

  • Analyze investment strategies
  • Participate in strategic planning and budget processes
  • Maintain performance tracking metrics
  • Provide analytical support for debt and equity transactions

Management Advisory

  • Asset valuation
  • Business strategy
  • Mergers and acquisitions
  • Organizational structure
  • Process analysis
  • Risk management

Buying/Selling a Business

  • Business valuation
  • Finding the right business
  • Assessing tax implications
  • Transaction consulting

Business Entity Selections

We assist you in determining which type of business entity to use:

  • C Corporations
  • S Corporations
  • Sole Proprietorship
  • General Partnership
  • Limited Partnership
  • LLC- Limited Liability Company

Business Consulting

  • Management and strategy
  • Operations
  • Marketing strategies
  • Objective business analysis
  • Identify correctable issues

More ways our accounting firm can help you and your business :

  1. General Ledger Maintenance: Keeping accurate records of all financial transactions, including income, expenses, assets, and liabilities.
  2. Accounts Payable Management: Managing and recording payments to suppliers, vendors, and creditors.
  3. Accounts Receivable Management: Tracking and recording customer invoices, payments, and collections.
  4. Bank Reconciliation: Ensuring that the client’s bank statements match their accounting records.
  5. Expense Tracking: Monitoring and categorizing all business expenses, including travel, supplies, and overhead costs.
  6. Income Tracking: Recording and categorizing all sources of income, including sales, investments, and other revenue streams.
  7. Financial Statement Preparation: Generating regular financial statements such as balance sheets, income statements, and cash flow statements.
  1. Budgeting and Forecasting: Assisting clients in creating budgets and financial projections to plan for the future.
  2. Tax Preparation: Compiling financial data for individuals, businesses, and organizations, work with our Tax Professional Affiliates.
  3. Payroll Services: We work closely with our affiliates to ensure all payroll and related taxes are timely and accurate.
  4. Financial Analysis: Providing insights and analysis of financial data to help clients make informed decisions.
  5. Customized Reports: Creating specialized reports tailored to the client’s unique needs or industry requirements.
  6. Inventory Management: Tracking and valuing inventory for businesses that sell physical products.
  7. Fixed Asset Management: Recording and depreciating the value of long-term assets such as buildings and equipment.
  1. Compliance Services: Ensuring that clients adhere to accounting standards, regulations, and tax laws.
  2. Software Setup and Training: Helping clients choose and implement accounting software and providing training on its use.
  3. Advisory Services: Offering financial advice and strategic planning to help clients optimize their financial performance and achieve their goals.
  4. Audit Preparation: Assisting clients in preparing for financial audits conducted by external auditors.
  5. Virtual CFO Services: Acting as a virtual Chief Financial Officer to provide high-level financial strategy and guidance to small and medium-sized businesses.
  6. Cash Flow Management: Monitoring and forecasting cash flow to ensure a business has enough liquidity to cover its obligations.