Accounting & Bookkeeping Services

 

Most business owners want to focus on what they enjoy doing with their business and not have to worry about their accounting and record-keeping.  Unless you have grown to the size of business that can justify a full-time controller, you will be much better served by contracting services of an experienced, professional and competent Accountant.  Let me handle your everyday accounting needs so that you can focus on your core business!

Tax Preparation & Planning 

 

Tired of working with a large firm where you are just a number, or worse yet, preparing your own tax return and knowing that you are missing something important, and probably paying way more tax than is necessary?  I provide a full range of tax planning and preparation services for businesses and individuals.  I will help you find every legitimate deduction and minimize your tax liabilities and maximize your cash flow.  Let me take the pain out of filing your taxes.  Contact me today to see how we can work together to resolve your tax issues.

Quickbooks Setup & Support

 

Ready to put your company finances on QuickBooks but not sure which version is correct for you?  Need assistance in setting up and maintaining your QuickBooks files?  Let us assist you so that you can focus on doing what you enjoy with your business.  Properly setting up your QuickBooks from day 1 will help you avoid many pitfalls down the road, saving you time, energy, and your hard-earned money when it counts.  Contact me today so that I can assist you in making the transition to QuickBooks.

Coin$ To Legacy

 

Our literacy division, consisting of quarterly workshops to gain financial knowledge.  Past workshops have included setting up a budget, Goal setting, IRS requirements for small businesses, and Retirement planning.  Each workshop is unique as participants share their experience and expertise.