Industries

We assist with entity selection, financial projections, tax planning, accounting system and implementation and CFO consulting to grow your business. We also connect you with our network of experts in the banking, insurance, legal and financial industries.

Services we provide to new and Growing Small-Businesses 

• Budget and Forecasting
• QuickBooks Setup and Training
• Full Cycle Accounting, which includes Accounts Receivable and Accounts Payable
• Tax preparation for SMLLCs, Partnerships, S-Corp & C-Corp
• Entity Structure & Restructuring
• State Income Tax Preparation
• CFO Consulting
• Employment Taxes and 1099s

Every nonprofit has a mission and may face many different challenges in meeting their objectives. Our firm is dedicated to learning about your non-profit organization’s purpose and programs so we can provide effective, efficient and meaningful accounting solutions.

Services provided to non-profits

• Application for Tax Exempt Status with the IRS
• Fully customized Quickbooks setup, training and implementation
• Monthly or quarterly bookeeping services
• Development of your organization’s Chart of Accounts, including program accounting
• Preparation of 990, 990EZ and Nonprofit Postcard
• Budgeting and cashflow forecasting
• General and administrative expense analysis
• Management Financial Reports for Board of Directors

Whether your business focuses on software development, Information Technology, emerging technologies or data processing, our firm is ready to assist you.

Services include

• Strategic Planning, Budgeting and Cashflow Forecasting
• CFO Consulting
• Business Entity Selection
• S Corporation Strategies
• Accounting System Setup and Implementation
• QuickBooks Setup and Training
• Outsourced Accounting
• QuickBooks Monthly, Quarterly or Bi-annual Review
• Payroll Filing and Tax Services
• Development of Chart of Accounts
• Preparation of LLC, Partnership, S Corp, C Corp and Trust Returns
• Employment Taxes and 1099s