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.
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.
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.
Community Association Assistance:
Do you manage Community Associations? If so, let us manage your Community Association financial accounts so that you can grow your business! We can process payments, send invoices and statements, reconcile accounts, and prepare/review financial reports. We can also collect past due balances and work with the association attorney when those balances are non-collectible.
It is becoming increasingly more difficult to find the right employee to fill an office position. After learning about your hiring criteria, we will find and screen applicants for you. We will then put applicants to the test in a real office situation, process applicable background checks, and assist you with employment paperwork. We can guarantee that there isn’t a better way to get this laborious and frustrating task done!
Executor, Financial (Durable) Power of Attorney, & Trustee Services:
Our firm strives to serve you throughout the highs and lows of your life, even when it can be difficult. We now offer Executor, Financial (Durable) Power of Attorney, and Trustee Services. Our personal experiences in these areas allow you to put your mind at ease and place your trust in our experienced staff.
New Business Formation:
You have decided that you are forming a business, but do you know what steps you need to take with your county, state, or federal agencies? We do! Our firm can guide you from the very beginning all the way to establishment.
A notary public can help you to handle various business matters, including witnessing and authenticating document execution and signatures. We offer Notary Public services and are available when you need us.
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.
QuickBooks Set-Up & Training:
QuickBooks is a wonderful tool for managing your personal or business finances. We offer set-up and training along with quarterly reviews. We urge you to have an experienced professional point you down the right path.
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.
Tax Preparation & Planning:
Effective tax preparation and planning can help you to minimize your future tax liability. We can help you proactively manage both your personal and your business tax issues, including understanding how upcoming business opportunities impact your tax status and vice versa. By having us on your team, you are more likely to benefit from those opportunities. We understand how the latest federal, state and local tax legislation and other developments affect you and your business and we are constantly identifying new ways to reduce federal, state or local tax liabilities.
*Our Company is fully insured*