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Our Services

If you are looking for a trusted advisor with strong professional and ethical standards, an experienced CPA, and a business partner that will work with you to solve your complex business problems and work toward the financial success of your business, then you have come to the right place.

What we can help with...

Tax Preparation & Compliance

Everyone dreads paying taxes and filling out tax forms. All the changing rules and complicated forms can make filing your taxes an anxious and stressful time. Should I do it myself? Should I hire someone….anyone? Am I following the rules? Am I paying too much? IRS keeping you awake at night?
Let us help with your income tax preparation, planning, and compliance. Whether you're the head of a small business or a small family, you'll benefit from letting a CPA handle your taxes and other financial responsibilities.

What can you expect?

  • Personal and professional service.
  • Diligently prepared tax returns are checked by our tax software and reviewed by a CPA.
  • Electronically filed tax return, so any refund will be processed quicker.
  • Tax planning for the coming year. Tax questions are answered year round

"In this world, nothing can be said to be certain, except death and taxes"

--Benjamin Franklin

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Authorized

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Provider

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Bookkeeping & Accounting Services

Is that tedious paperwork keeping you from focusing on your business? Unless you are an accounting professional, nobody starts a business to perform journal entries, prepare bank reconciliations, fill out payroll forms, prepare financial statements, study regulations, bla, bla, bla. You started your company because you are passionate about your business…..not accounting. Let us help with your bookkeeping, payroll and accounting needs so that you can focus on what’s important to you, your business.

We can help with...

  • Monthly, Quarterly, & Yearly Bookkeeping
  • Bank Reconciliations
  • Payroll
  • Accounts Payable
  • 1099 Preparation
  • Billing & Accounts Receivable
  • Sales Tax Filings
  • Financial Statement Preparation
  • Business Analytics & Financial Analysis

"The mark of a successful person is one who has spent an entire day on the bank of a river without feeling guilty about it."

--Author Unknown

Accounting Systems

Your accounting system is your company's financial foundation. Your accounting system must collect all of your financial data, process your financial transactions, and, most importantly, accurately portray the results of your business so you can make informed decisions. Are you getting the most out of your accounting system? Do you feel like you are working for your accounting system rather than it working for you? Let us help with your accounting system needs, or we can perform your bookkeeping and accounting for you.

We can help with...

  • Choosing the right accounting system.
  • Setting up your accounting system so you fully utilize its functionality.
  • Reviewing your current accounting system to help you get the most from your system so you can be more efficient and better informed about your business.
  • QuickBooks, Accounting CS or other accounting software.

“Achievement seems to be connected with action. Successful men and women keep moving. They make mistakes but they don’t quit.”

--Conrad Hilton

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Business Startup

Are you thinking about starting your own business? Let us guide you through this daunting and confusing process.

We can help with...

  • Developing a business plan.
  • Selecting a legal structure.
  • Securing financing.
  • Developing budgets & projections.
  • Registering with tax authorities.
  • Assessing risks & insurance needs.
  • Developing an accounting system.
  • Tax planning and compliance.
  • Ongoing review of financial condition with valuable recommendations.
Already in business? We can still help by reviewing your current financial condition, looking at many of the items listed above, and making valuable and actionable recommendations that can improve your company's efficiency and profitability.

"Go confidently in the direction of your dreams! Live the life you've imagined."

--Henry David Thoreau

Compilation & Reviews

Creditors, regulators, government entities, stockholders and private investors often want assurance that financial statements accurately represent the financial condition of a company. We can help with a compilation or review.
COMPILATION (Prepared Financial Statements) The CPA assists management in preparing financial statements without providing any assurance that there are no material modifications needed to the financial statements. A Compilation Report is provided.
REVIEW (Limited Assurance) The CPA performs procedures (primarily analytical procedures and inquiries) that will provide limited assurance that there are no material modifications needed to the financial statements. A Review Report is provided.

"Trust but verify." -- Russian proverb

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Management Consulting & CFO Services

Trying to solve a complex business problem? Want a second, independent opinion or a fresh perspective? Wrestling with a big project and need additional financial expertise? Just need the additional financial expertise that does not currently exist in your company? Has your small business grown to the point where it needs a CFO, but you can not yet afford one? Let a CPA with over thirty years of experience assist with your accounting and financial demands.

We can help with...

  • Strategic planning.
  • Budgeting and forecasting.
  • Business process improvement.
  • Securing financing.
  • Assessing risks & insurance needs.
  • Reviewing accounting systems/processes.
  • Grant writing.
  • Government compliance.
  • Setting up and reviewing internal controls.
  • Fraud prevention & detection.

"To get Game-Changing results, start focusing on Game-Changing thoughts."

-- Robin Sharmalf

Personal Financial Planning

The top five reasons people go bankrupt are: (1) Medical Expenses, (2) Job Loss, (3) Poor/excess use of credit; (4) Divorce or separation; and (5) Unexpected expenses. How are your finances? Are you ready for life's financial "curveballs? " Are you meeting your personal financial goals? As an independent advisor, we only have your best interests at heart. We will not sell you anything more than an individualized financial plan designed to protect you against life's unwanted events and put you on a path to realize your personal financial goals.

What can you expect?

  • Develop a personal budget & financial plan.
  • Analysis of net worth and cash flow.
  • Identify financial goals.
  • Assess financial risks.
  • Debt management strategies.
  • Investment & retirement planning.
  • Tax planning.

"If you fail to plan, you are planning to fail"

--Benjamin Franklin

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