| We offer a wide range of services to our business clients. Because our firm is relatively small, clients benefit by receiving personalized, quality work. Here is a list of the services we offer, each with a brief description.
As the list below is by no means all-inclusive, please feel free to inquire if a service you need is not listed. If it is not one we provide, we would be happy to refer you to someone qualified in that area. |
| (Click Service Title For Details) |
| Bookkeeping & Accounting |
| Providing accurate financial information to our clients is a commitment that we feel cannot be compromised. Meaningful, well-organized financial records ensure that your business will operate more efficiently. We provide a full range of cost effective accounting services including the following:
*Accounting system setup for new or existing businesses
*Bookkeeping (monthly or quarterly)
*General ledger maintenance
*Financial statement preparation |
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| Buying & Selling a Business |
| Properly structuring the purchase or sale of a business is a critical step in the process of acquiring or disposing of a company. We have the experience to guide you through the acquisition and/or disposition by addressing such issues as price allocation, non-compete agreements, cash flow matters, and the resulting income tax considerations. |
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| QuickBooks® Consulting |
| Small to mid-sized companies interested in accounting software frequently consider QuickBooks® first. User-friendly and "intuit-ive", this program often accompanies new clients to our office. They have purchased the software and need a bit of help in its implementation.
This is our specialty. We are a member of the QuickBooks ProAdvisor® Program and support most versions of the product. We install, set up, train, support and troubleshoot -- on your premises or ours. We'll guide you every step of the way and show you how to customize the program for your own business, and use its reports to manage effectively.
QuickBooks and QuickBooks ProAdvisor are registered trademarks and/or registered service marks of Intuit Inc. |
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| Business Entity Selection |
| Choosing the type of entity for your business (e.g. "S" corporation, sole proprietor, limited liability company…) is an important decision that can have longstanding tax implications, positive or negative. We can assist you in evaluating the pros and cons of each entity type to help you determine the most advantageous form of business for your company and for you as the owner. |
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| Payroll Services |
| Often, the first service a company chooses to outsource is payroll. As a business grows, it must hire employees. The administration of a payroll can be burdensome. We can help you decide how you will meet this challenge by offering you a wide range of choices. We'll work with you to implement your own in-house payroll system. If you use QuickBooks® we can assist you by setting up the software to handle your firm's particular payroll needs. Or we can, with your input and oversight, prepare payroll checks in our office for distribution to your staff. In any case, we will prepare all necessary payroll tax returns and instruct you regarding timely payment and submission.
Should you decide to engage us to prepare your payroll in our office, our software will handle all types of compensation (e.g.-wages, salaries, commissions, bonuses, holiday pay, overtime, vacation - both paid and accrued). Each employee can have multiple pay types. You can have paychecks direct-deposited to your employees' accounts. You can report to multiple states and localities. You can implement a 401(k)plan, a Simple plan, a cafeteria plan and have an unlimited number of other deductions. You'll receive your choice of extensive reports to track your payroll costs.
We'll give you custom service, and it's very affordable |
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| Tax Planning |
| Tax planning is an essential element of the tax preparation process. By making tax planning part of your overall business strategy, you can use our experience, and our access to the most current new developments in the tax laws, to minimize both your current and future tax liabilities. |
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| Tax Preparation |
| Our computerized tax preparation and research software enables us to accurately and efficiently prepare income tax returns for various types of entities including individuals, corporations, partnerships, trusts, estates, and not-for-profit organizations. |
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| Sales Tax Services |
| Many of our clients are responsible for collecting and submitting sales taxes in one or more jurisdictions. We can assist your company in the compilation of information and preparation of sales tax returns in an efficient and timely manner. We can also help you comply with various states' use tax rules. |
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