SERVICES

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Accounting

 

  • New business start-up

  • Financial compilations

  • Financial analysis

  • Financial Forecasts and Projections

  • Financing negotiations and communications with lenders and investors

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Tax Consulting & Preparation

 

  • Income tax preparation - Individual, Business, Gift, Trust & Estate

  • Tax planning - Individual and Business

  • Entity selection and structure consulting

  • IRS representation and dispute resolution

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Business Consulting

  • Entity selection and structure consulting

  • New business start-up

  • Implementing bookkeeping systems

  • Employee benefit plan consulting

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Contracted Controller

  • Provide outsourced contract controller and accounting functions

  • Monthly financial results - Review, analyze and make recommendations

  • Budgeting, cash management, and other accounting issues

  • Funding Assistance - Financing negotiations and communications with lenders and investors

 

Write-Up and Bookkeeping

 

  • Accounting Software:

    • Set-up, training, and consulting (QuickBooks Online and QuickBooks Desktop)

    • QuickBooks Pro Advisor for QuickBooks Online

  • Monthly and quarterly bookkeeping services including:

    • Financial statement package

    • General ledger maintenance

    • Bank account and credit card statement reconciliations

    • Sales tax reports

    • 1099s