Services

We Serve A Huge Range Of Industries

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Strategy. Planning. Execution.

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Taxes

Tax Preparation

While a computer software program may help find deductions, there’s no substitute for the quality of service and advice you’ll receive from an experienced tax professional.

Here are a few of the benefits you’ll reap when using our service:

  • Individual Federal and State Income Tax Preparation
  • Electronic tax filing plus direct deposit to your personal bank account for a quicker refund!
  • Guaranteed the lowest tax preparation costs
  • FREE E-file
  • No out of pocket expense for Tax prep if receiving a refund (taken out of refund)
  • Accurate information input
  • Back Taxes: analysis, preparation and filing
  • Representation in case of audit
  • Application for Taxpayer ID number.
  • Ask about our cash referral deals!
Quickbooks

Accounting Software

is very easy to use, it takes a bit of expertise and foresight to design the system for maximum benefit and effective control. Moreover, a new system set-up or conversion presents the opportunity to address long-standing gaps, inefficiencies, and annoyances. You don’t do it often, so you might as well do it right!

Although we tailor each engagement to each client’s needs, here is a list of QuickBooks Set-Up services that we offer:

  • Enter transactions since the start date using tools to import multiple transaction types and large quantities of data
    Assess accounting and reporting requirements
  • Design and implement the chart of accounts, loading balances as of the start date
  • Record outstanding accounts receivables and payables
  • Enter ending statement bank balances and outstanding checks, deposits
  • Compare trial balances from the old and new systems to ensure that all data was transferred correctly

Business Accounting

Businesses of all shapes and sizes depend on accurate, insightful financial information to manage their day-to-day operations, capitalize on opportunities, and sustain profitability. We lend our expert support to meet your accounting needs so that you can focus your time and energy on building a strong business.
We’ll create and maintain a chart of accounts to capture all of your financial transactions, provide the right information to manage your business, and prepare federal, state, and local tax returns. Through periodic internal audits, we’ll identify and resolve discrepancies (e.g., double billings, unrecorded payments) to ensure that you have a complete and accurate picture of your financial position.
While a clean set of books is a key objective for every accountant, it’s also important to match the accounting records with the monthly bank statements. Our bank reconciliation services ensure that every deposit and withdrawal aligns with entries into your accounting records. This assessment enables us to identify lost deposits, lost checks, unauthorized transactions, and inappropriate bank fees. It triggers investigation into any fraudulent activity (identity theft, forgery, embezzlement, etc.), and expedites restitution. And it gives you a clearer picture of your cash position for addressing planned outlays and investments.

We can prepare a complete set of financial statements to help you assess the health of your business. This package includes:

  • A Balance Sheet that gives you a snapshot of your overall financial condition at month, quarter, and/or year end
  • An Income Statement (a.k.a. Profit and Loss Statement) that summarizes revenues, expenses, and net profits so you can assess the operating performance of your business
  • A Comparison of Actual Performance to Budget so you can identify trouble spots in your revenue stream or spending patterns
  • A Cash Flow Statement that shows how changes in your Balance Sheet and Income Statement affect your available cash
  • Estimated tax liabilities

Our analysis of your financial statements helps you frame strategic initiatives (e.g., business expansion, acquisition) as well as tactical plans (e.g., accounts receivable and accounts payable management). Professionally prepared financial statements are also an essential resource when dealing with creditors (e.g., vendors, banks) and investors.

When you use our professional accounting services, you get more than a collection of records and reports. You get the benefit of our skills, experience, and expertise. We’re happy to invest the time to make sure that you understand and utilize all of the information we provide. Call us whenever you have a question or concern.

Advisory Services

We offer value added services that help you structure and manage your business to its best advantage. We help new businesses get off the ground and provide objective assessments of existing ones. We help you establish policies and procedures to protect vital assets and perform audits to ensure the integrity of your records. You reap the benefit of increased efficiency, control, and insight.

Are you thinking of joining the ranks of small business owners? Along with a great idea and strong sense of the market you’ll serve, you’ll need a business and financial advisor who can help your dream take flight while keeping your feet firmly planted on the ground.

We can help you:

  • We put up a startup package and provide you with business resources and strategy
  • Setting up QuickBooks and an accounting system depending on your business need.
  • Registration and filing of new business documents with the local, state and federal authorities.
  • Business consultation and budget management.

We’re eager to get your business off to a good start.

We help you establish appropriate internal controls to ensure proper handling of resources and guard against employee theft. Some best practices include:

  • Segregating duties across multiple individuals to minimize exposure to error and inappropriate behavior
  • Establishing lines of authority and the associated processes for transaction approval
  • Assigning responsibility for periodic review and reconciliation of financial records by someone who was not involved in executing transactions or preparing statements
  • Scheduling periodic manual counts of equipment, inventory, and other tangible property to ensure alignment with the accounting records
  • Documenting policies and procedures as guideposts for your employees’ day-to-day activities
  • Training employees on their respective job duties and establishing appropriate levels of ongoing supervision
  • Reviewing operations to ascertain whether results are consistent with established goals, objectives, and protocols