Areas of Service

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Bookkeeping

 

Record financial transactions, update statements, and check financial records for accuracy. Create monthly financial statements including the balance sheet, income statement, and cash flow statement.


Tax Return Preparation

 

Prepare individual and all business types tax returns including LLCs and S-Corps.


Certified QuickBooks ProAdvisor

 

Certified by Quickbooks to set up, maintain and troubleshoot QuickBooks for businesses.


Payroll Processing

Accurate payroll processing with compliance with all regulations.


Business Consulting

 

Serve your business by consulting on business problems and advising areas of improvement in the accounting function of the business. Assist in set up of accounting systems and provide management consulting services. Work with your business to develop budgets, business plans and cash flow forecasts.


Home Based Businesses

 

Over the past decade, cloud computing, applications, high-speed internet and the changing attitude of work-at-home employees has led to an increase in home based businesses. Home based businesses include freelancers and business professionals who don’t require an office. Partnering with a CPA will keep your business up to date on tax laws that could affect your business.


E-Commerce/Online Store

 

Millions of entrepreneurs have opened online stores to increase sales. E-commerce has evolved as mobile devices have become more popular. Social media has become an important driver of e-commerce as Facebook, Pinterest, and even Instagram have provided more sales and leads with advertising. As your CPA, I can assist in creating custom reports for analyzing sales.


Registered Agent

 

A registered agent is a business or individual that receives state paperwork or service of process for legal action. Business entities generally will utilize a third party such as a CPA.


Trust Account Reconciliation & Maintenance

 

Law firms in many jurisdictions maintain trust accounts. We can assist in ensuring your law firm follows all of the regulations governing trust accounts. We can provide a three-point trust reconciliation. We reconcile and maintain trust reports on a matter by matter basis.