Accounting & Bookeeping

We offer affordable accounting & bookeeping service solutions which allow you to focus on managing and growing your business. We understand the day to day challenges of the small business owner and have over 30 years of hands on experience providing money saving and efficiency building solutions.

We can do all of your business accounting or only a portion – whatever fits your business best. We’ll give you as much support as you need while keeping your financial statements and records in order.

You decide how much assistance you need and we will provide it. From simply preparing your monthly sales tax return to a comprehensive accounting package that includes:


    • - Reconciling bank accounts

    • - General Ledger Account Maintenance

    • - Monthly, quarterly and annual sales and payroll tax filings

    • - Process weekly and monthly reports as needed in critical areas for business management.

    • - Assist with forecasting and budgeting.

    • - Analyze profitability by product or service.

    • - Assist with incentive compensation plans and modeling.

    • - Management reports for receivables aging, cash flow monitoring, financial statements

    • - Preparation of financial computations including depreciation, amortization schedules and break-even analysis.

    • - Sales tax reporting

    • - Streamline your accounting processes to increase efficiency of your business operations.

  1. As we complete the bookkeeping transactions our CPA firm staff consults with you as your CFO (chief financial officer) to assist you in building a more profitable organization. We will explain the significance of your financial statements and discuss any areas of concern

You can rely on us to be only a phone call away to answer questions and give reliable guidance in your business accounting matters.


Business Reports

We also provide business reports so you can make accurate decisions. Our business financial reports illustrate a crystal clear financial picture of your business. They are often used to secure business loans and back-up business decisions. The comprehensive nature of our business reporting and accounting record keeping make it easy for you to monitor results and show the progress of your business over time.


  • Monthly Operating Statements. . .
    Presents your monthly breakdown of sales, cost of sales and expenses; also called a Profit and Loss Statement.

  • Balance Sheet . . .
    Summarize your total business assets, liabilities and net worth at a given point in time so you can make decisions about capital expenditures or how to improve profits.

  • Bank Reconciliation . . .
    Careful comparison and proof of your bank account statement with your checkbook balance each month to ensure you are working with the correct total.

  • General Ledger Report . . .
    A record of the dates, check numbers, payees and amounts of all expenses within each of your business accounts. Whether you prepare your records by hand, or using one of the computerized accounting systems, this report will provide you with the assurance that your reports have been properly prepared.

Ongoing Tax Services

Some clients, both business and individual, require both accounting and tax compliance support. Because we have experience in both the small business and personal arenas, we are able to provide continuity for the business owner who requires both services, as well as the individual taxpayer who is interested in embarking on new business ventures.


Business Tax Compliance

As your CPA, we’ll help you navigate the complexity of business tax law. Our clients know they can depend on us to keep them compliant with all tax regulations including payroll taxes, sales tax, property tax, IRS examinations and more. We stay abreast of tax law changes throughout the year to ensure compliance and make sure that you do not over pay your taxes.

Payroll Return Preparation – Quarterly and Annual (940/941)

  • Sales Tax Returns

Representation for Audits, Back Taxes and Other Income Tax Problems

AUDITS – A licensed tax professional will review your return and supporting documents, prepare a pre-audit strategy and represent your tax positions during the actual audit.

APPEALS – If an IRS auditor determines additional tax is due, we can review the audit report and research possible grounds to appeal the audit findings, then represent you at the IRS appeals hearing.

BACK TAXES -- Unfiled back tax returns are building up every day, on top of any tax due and penalties the IRS has or will assess. We'll prepare and file those back tax returns for you, then start the process of working out a payment plan for the amount due the IRS and/or your state.

COLLECTIONS – If the IRS has issued an intent to levy on a taxpayer's property or actually seized property, there are appeals avenues available to delay IRS action and propose other options including installment payments or an Offer in Compromise for a reduced amount. NOTE that there are specific time limits on various appeal options, so contact a tax professional immediately if you receive a levy notice.


Business & Marketing Plan Services

A business plan is essential to starting and operating a company. Your plan will assist you in obtaining a loan, support growth, and provide a roadmap to success. Whether you need a business/marketing plan to raise funds, impress your investors or simply to gain more insight into your market, we are here to assist you with our exclusive services to satisfy your needs. We will provide your business with quality written plans based on your custom requirements and business needs.

Our custom professional plans are delivered bound and ready for distribution/presentation and can include:

  • Executive Summary
  • Investor Return and Financial Overview
  • Company Summary
  • Products and Services
  • Market Segmentation
  • Market Summary
  • Demographics
  • Strategy and Implementation
  • SWOT Analysis
  • Competitive Landscape
  • Industry Analysis
  • Web Summary
  • Management Summary
  • Revenue Forecast
  • Cash Flow
  • Balance Sheet
  • Break-Even Analysis


We are waiting for your business challenge. We infiltrate every industry and elaborate your key strengths.Our custom plans will include the core market research & analysis that is much needed for your business growth. These plans encompass every vital aspect of your business. They also highlight and scrutinize factors which you may not be aware are crucial to your business and its growth.



Complete Your Tax Organizer Online!

Our Online Interactive Tax Organizer represents a revolutionary change in how we can collect your informatiomn and prepare your tax returns.

You can fill in the online organizer from any location. Security of your data is our number 1 priority. All the data hosted on our servers are protected by Firewall, Virus Software and are continually backed up on several secure servers and protected using the highest web based security so that unauthorized parties cannot interpret sensitive, confidential or personal information.

CLICK HERE TO PRINT OR COMPLETE YOUR ORGANIZER (You may still print out the organizer and mail it into the office, if your desire.)

We Can Help Your Business Grow

NOW Offerring a full line of Business Planning & Marketing Services

Our newly added Business & Marketing Services will insure growth and expansion for our clients entities. We now bring to the table over 25 years of both traditional and internet marketing experience. Our niche is with small businesses and we understand that your budget isn't endless. We can guide you in directions that will bring the biggest rewards for your investment.


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