From start-ups to established enterprises, businesses rely on accurate and insightful financial information in order to maintain profitability and capitalize on new opportunities. We will steer you closer to these goals with accurate record-keeping and reporting as well as support on financial issues such as initial accounting system setup, cost-containment, tax planning, investments, and employee benefit and profit-sharing plans. These services include but are not limited to:

General ledger and financial statement preparation:

We can set up financial reports for your view to streamline your business and save your valuable time. These reports are important tools that can guide your business in making financial decisions, planning, and evaluating performance.


Accurate record-keeping is essential to a successful business yet can also be complicated and time consuming. We can help you with the organization and day-to-day tasks of bookkeeping so that you can focus on your core business.

Accounting Systems:

Each business needs a customized strategy for maintaining records; how that strategy is implemented depends on your resources. We work with each business owner to determine how we will best work together. From supporting your internal staff to becoming your external advisor, we have the solutions you need. If you have accounting systems in place that work for your business, then we can determine the most efficient way to transmit that data to us for analysis and reporting.

We can recommend software to manage every financial aspect of your business, including accounts payable, accounts receivable, bill payment, invoicing, inventory tracking, and job costing with as little paper as possible. Using our systems, we can securely exchange information and streamline repetitive tasks such as bookkeeping, bank reconciliation, and journal entries.

QuickBooks Accounting Help and Assistance:

QuickBooks can provide useful and timely information in the form of financial statements, reports and graphs. However, it can only provide this information if you purchase the right product and then install, setup and use it properly. We don’t just help you use the software; we help you use it more efficiently and more effectively.


As you make decisions about your staffing needs, we can help you determine if your hires should be treated as employees or subcontractors. We can guide you through obtaining the required information on Forms W-4 or W-9 for each new hire. All payroll transactions are recorded in your bookkeeping system electronically so that you don’t have any additional work to do. Moreover, your employees will have online access to all of their information. We also have established relationships with well-known payroll services and can work with them on your behalf.

Our firm also can prepare 1099s for your subcontractors annually and work with your insurance company for the annual audit for workers’ compensation and liability.

Please contact our firm to learn more about how we can help you!