Financial Services

Home »  Services »  Financial Services

Living in seemingly uncertain times, where inflation and unemployment rates are more than published, living expenses are higher than earnings, education has become more of a burden than boon, it has become easily important that individuals, families and businesses lack sufficient critical information about the complexities of rules and regulations of Financial Accounting, Financial Management, Income Tax and Financial Planning for Retirement.

List of services we offer on a regular basis.

  • All aspects of bookkeeping.
  • Specialized in most popular accounting packages including QuickBooks, Peachtree, and MS Accounting. Online packages include QB online edition, FreshBooks, Outright, Wave Accounting, and many more!
  • Profit analysis and costing.
  • Budget preparation, testing, and review.
  • GAAP Compliance.
  • Internal controls developed, tested and implemented.
  • Technology integration, setup, and maintenance.
  • Tax advice, planning and compliance.
  • Non Profits – Donor management, grant planning.
  • New business start-ups.
  • Cash, cash flow, reconciliations.
  • Accounts Receivable and Accounts Payable.
  • General Ledger maintenance.
  • Periodic accruals and prepays.
  • Amortization & Depreciation.
  • Full payroll, tax filings, and 401k administration.
  • Sales Tax, local and multi-state.
  • Inventory analysis and valuation.
  • Specialized in remote/virtual bookkeeping tasks.
  • Complete setup of “online office” assets.
Tax Due Dates Make An Appointment
Visit Us On TwitterVisit Us On FacebookVisit Us On Google PlusVisit Us On YoutubeVisit Us On Linkedin