top of page

Business Services


General Ledger Accounting / Interim Financial Statements

  • General ledger data entry

  • Bank reconciliations

  • Bill paying services/Accounts payable

  • Invoicing customers/Accounts receivable

  • Interim financial statements

  • Maintain detail listing of fixed assets & calculate depreciation, if applicable

  • Analyze accounting records and recommend adjusting entries, if applicable

  • Assist management in recording journal entries in the general ledger, upon request

  • Electronic  drafts/deposits/transfers related to accounting

Payroll Services

  • Payroll processing / Maintaining employee earnings records

  • Preparation of payroll checks

  • Preparation of payroll tax deposits

  • Preparation of quarterly and annual payroll tax returns

  • Preparation of annual Form W-2s

  • Preparation of annual Form 1099s

  • Process withholdings, retirement, insurance, flew plan, garnishments

  • Electronic drafts /deposits/transfers related to payroll

  • Federal Tax

  • State Tax deposit

  • Other Tax deposits

Small Business Advisory Services

  • New business start-up checklist & initial tax compliance returns

  • Choice of entity legal & tax structure and accounting method

  • Obtain business financing/Debt restructure

  • Accounting system set up/training, upon request

  • QuickBooks set up and 4-5 hours of initial training

  • QuickBooks consulting/training

  • Budgeting/Cost Control

  • Internal control systems/Processing review

  • Analysis of cash flow, financial statements, industry standards

Non-Profit Organization Tax Services

  • Homeowners association annual Form 1120H

  • Not-for-profit entity annual Form 990

  • Not-for-profit entity initial filing Form 1023, Form 1024


Management Advisory Service

  • Business start-up consulting/Business Plan

  • Business ownership & management succession planning

  • Lease vs. purchase analysis


Quickbook Services

​As the list above is by no means all-inclusive, please feel free to inquire about a service if you do not see it listed. If it is not a service we provide, we would be more than happy to refer you to a qualified professional.​

bottom of page