My business has the resources, experience, and depth of knowledge to offer the following services to both individuals and businesses. I can deliver the services you need in a professional, fast, and cost-efficient manner to help you improve business operations, boost efficiency, and increase the bottom line.
Financial Planning My business offers a complete array of financial planning services and will work closely with you to help you achieve your financial goals.
Tax Services/Planning My business offers a full range of tax planning and compliance services. My business continuously monitors federal, state, and local tax law changes and I will work with you year-round in order to minimize your expenses and maximize your refund. My business prepares all federal, state and local tax returns for individuals, businesses, estates and trusts.
Accounting Services My business offers a complete range of accounting services, including receivables, payables, and payroll. I prepare financial statements in accordance with Generally Accepted Accounting Principles (GAAP) for use by banks, investors, and other third parties.
Bookkeeping/Write-UP My business provides full-charge bookkeeping services, including general journal and subsidiary ledger maintenance, bank statement reconciliation, receivables and payables tracking and analysis
Management Advisory Services My business offers complete management advisory services, including systems implementation and management, cost controls, employee benefit plan restructuring, and much more.
Financial Forecast and Projections My business provides complete financial and business forecasting services, including pro-forma projections. We will also customize -What If- planning scenarios to help management foresee and plan for unexpected business contingencies.
Cash Flow & Budgeting Analysis My business offers expert cash flow and budgeting analyses that can help you minimize cost overruns, lost purchase discounts, and uncollectable receivables. Many of our clients state that these value-added services are indispensable.
Financial Statements My business prepares professional financial statements to be used by business owners and third parties.
Sales Tax Services My business prepares all sales tax filings and offers full sales tax audit representation.
Retirement Planning It is never too early to start planning for retirement. If you want to live the same lifestyle--or an even better one--than you do now, you need to start planning for retirement...NOW. We can analyze your projected income and expenses and suggest investment funding plans such as IRA’s, SEP, 401K’s, and deferred plans.
Trusted Payroll Service Once you have trusted us to handle your tax and accounting services, trusting us to handle your payroll needs is the next logical step that will simplify your business life. We provide a comprehensive payroll service that is customized for your specific needs—giving you flexible personalized service. My business offers you a complete payroll service that includes check printing, direct deposit of paychecks, tax filings, complete compliance, and more. You will receive all the payroll reports you need to run you business most efficiently, and you will also get personalized professional advice on all payroll matters.
