Services we offer

Accountant and Controller

  • Design or review  your accounting system to ensure that data is captured in the format necessary for accurate and useful accounting data
  • Monthly adjusting journal entries (WIP, Depreciation, Prepaids)
  • Reconcile general ledger accounts for accuracy to produce meaningful finanicial reports
  • Prepare the details necessary for your CPA to efficiently prepare your Financial Statements and Federal/State Income tax returns.
  • Provide Ratio Analysis of financial data for management making decisions
  • Cash Flow Analysis
  • Budgeting
  • Construction Industry - prepare WIP Analysis
  • Service Industry - Work with multilocation/intercompany transactions
  • Interstate nexus and sales tax issues
  • Prepare for and attend any government and/or liability insurance audits
  • Respond to census bureau financial information requests
  • Health Insurance cost and benefit analysis
  • Assist in any way possible to manage your businesses financial affairs



Bookkeeping

  • Data Entry
  • Bank Reconciliations
  • Accounts Payable
  • Accounts Receivable
  • Job Costing
  • Payroll
  • EFTPS Deposits
  • Quarterly, Monthly and Annual Excise Return Preparation
  • Quarterly Payroll Return preparaton (Multi-State)
  • Annual W-2/W-3 wage statements. (efile)
  • Annual FUTA returns
  • Annual 1099 Statements (efile)
  • State annual payroll returns

Training and Coaching

We welcome opportunities to sit down with our clients in a low key environment and carefully explain the information presented in the financial statements.  We are also willing to go over tax returns, consequences and benefits in greater detail so that you have a good understanding of what is happening in all those forms and schedules on your Federal and State Income Tax Returns.


In our years of bookkeeping experiences, we have learned several bookkeeping programs.  We have also honed our Excel skills.  We can work with your in-house bookkeeper to train them how these programs work and use them in the proper ways.