Services

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.

Bookkeeping/Write-Up

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.

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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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Calendar Management

Managing your calendar can sometimes be overwhelming.  You may often find that you have overcommitted yourself or did not have time to schedule an important meeting.  We step in to help you manage your time including ensuring that you budget time for the things that matter most to you like time spent with family.

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Data Entry

Data entry is important to any business; however, it can be a monotonous task.  It can be difficult for your staff to complete due to interruptions.  When we complete work for you, we are focused which limits errors and allows us to finish in a timelier manner.

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Database Creation & Management

Businesses and individuals benefit from having a useable and managed database.  A database saves time when processing mailings or when researching the demographics of your customers.  This is a task that is often overlooked until it is needed for a project.

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Mailings

By today’s standards, mailings are not as popular for businesses; however, it can be argued that putting your name in a potential customer’s hands is more effective.  The old-fashioned personal approach is still important.  Let us take care of this for you.

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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.

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Notary Public

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.

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Office Organization & Logistics Consultation

We strongly believe that the key to success is efficiency.  Our years of experience in many industries and our years of ‘trial and error’ allow us to assist you in organizing your office and processes.  Together we can find systems that work for you, your employees and your clients.

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Personal Bookkeeping & Bill Pay

Managing personal bookkeeping can be time consuming and overwhelming.  We set-up and manage an effortless system for you.

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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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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.

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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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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. Not all tax planning opportunities are readily apparent. 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.

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Call today to schedule an appointment!