If you’re looking for a firm that will focus on your individual needs, and always treat you like a client who matters, look no further.  Our firm is large enough to offer a full range of professional services, but small enough to give you the individual attention that you deserve.

We will thoroughly and conscientiously study your personal situation, and tailor our advice to your specific needs.

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 financial 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

Accounting Software Selection & Implementation

There is no shortage of accounting software solutions for your business. Software as a service (SaaS), cloud computing, and other technological innovations are adding more dimensions to technology decisions. Choosing the right solution that will meet the needs of your business now and in the future while also providing a necessary level of security is crucial. We can analyze the nature of your business and financial transactions, current technology, future business plans and emerging needs to identify and implement a software solution that is flexible enough to grow and change with your business.

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If your business does not currently have accounting staff or if your business is outgrowing its current bookkeeping system, we can provide comprehensive bookkeeping and write-up services to ensure the smooth operation of the financial side of your business. As your business needs grow and change, we can provide input and planning assistance to make sure your accounting and financial systems keep pace with your business needs.

  • 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

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Business Consulting

As a true business partner, we are available to help you deal with any business problem or opportunity. We stand ready to engage in business consulting projects to help you make the right decisions for the future of your business. Whether you face questions related to expanding, selling or restructuring your business, we have the necessary business acumen and analytical capabilities to help you make the right decisions.

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Business Entity Selection

The business entity—LLP, LLC, sole proprietorship, partnership, corporation, etc.— that you select for your business has enormous financial and tax implications. It is important that you make the right decision. We can explain each choice and its implications. As your business grows and changes, the type of business entity you choose may need to change also.

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Financial Analysis

When a business is able to undertake strong financial analysis, it opens up new opportunities to improve management, planning and decision making. Financial analysis provides the numbers to support, reject or contemplate a course of action. Prospective analysis can show how situations may evolve under various scenarios, providing a new dimension to decision making. We are ready to provide this type of financial analysis to support the continued prosperity of your business.

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Management Advisory Services

Our Management Advisory Services focus on improving the efficiency and effectiveness of your business and its operations. We  can provide support in business planning, mergers, acquisitions, and other advisory support. Contact our office to learn about the full range of services we provide.

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Payroll Services

Constantly changing federal, state and local laws and tax regulations make payroll management an ongoing challenge for business owners. Our payroll services professionals are well versed on these laws and regulations. We can proactively alert you to material changes that will affect your business and your employees while also keeping payroll running smoothly no matter how large your business and your employee population become.

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Sales Tax Services

State and local tax authorities are looking to maximize sales tax collections. We can help you understand and manage your sales tax obligations and prepare sales tax returns in an efficient and timely manner.

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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.

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Call today to schedule an appointment!