April 25, 2017


 Business Advisory Services and More:

The services we provide are all performed with the goal of becoming a trusted business adviser to your small business.  Whether it is general bookkeeping or developing a comprehensive financial plan to grow a business, the approach is the same; top level client service and creative solutions to meet each businesses specific needs.

Outsourced CFO/Controller:

  • Financial statement preparation
  • Monthly management analytics
  • Month End Close
  • Cash flow forecasting
  • Business plan development
  • Internal control evaluation and development
  • Budgeting and Forecasting
  • Accounting procedure analysis

Bookkeeping Consulting Services:

  • Monthly bank reconciliations
  • Monthly review of activity/bookkeeping
  • Monthly management reports
  • Fixed asset management and depreciation reports
  • Inventory management
  • General bookkeeping

Tax Services:

  • Individual tax returns
  • Partnership, S-Corp, C-Corp returns
  • State tax returns
  • 1099 filings
  • W-2 Filings

Dont’s see the specific service you are looking for? Feel free to contact us directly to discuss how we can meet your businesses needs!