Primary Services


Tax Preparation

Tax Planning

Business Entity Selection

Bookkeeping Services

Financial Planning

Entity Formation

Tax Planning for Real Estate Investors

Business Plans

Business Consulting

Strategic Tax Credits

 


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Bookkeeping Services


We offer bookkeeping services for our clients in several different forms; bookkeeping in our office, onsite training for you and your employees or interactive bookkeeping through our website.   Our trained bookkeepers will prepare monthly, quarterly, semiannual, annual or specialized financial statements from your basic records.   Whether you provide us with checks stubs and bank statements, a one-write system, QuickBooks journals or other records; we can reconcile your bank accounts, verify all balance sheet accounts, prepare and post adjusting entries and provide you with your required financial statements.

If you do your own bookkeeping in house, we can assist you or your employees with adjusting entries, balancing accounts, bank reconciliation problems, preparation of financial statements or help train you or them to be self sufficient bookkeepers.   We also, provide bookkeeping training and QuickBooks training as a “Certified QuickBooks Pro-adviser”.

We have the ability to merge your payroll information through several national payroll services directly into your QuickBooks from the internet.   This means, that if you’re processing your payroll through a national payroll service, such as ADP for example, you can save hours of time each month.

Beginning in October, 2009 we will be offering our bookkeeping services directly through the internet.   This will allow our clients, if they so choose, to do all of their bookkeeping on line and the ability to have us review their records, make adjustments and prepare financial statements in real time.