Services


  • Annual tax planning and tax return preparation and e-filing

  • 1099 Preparation and filing

Tax Services

  • Review of accounting and bookkeeping

  • Clean up of books and corrections of errors as needed

  • Monthly bank reconciliation

  • Assistance with integration of accounting systems for maximum efficiencies

Bookkeeping

  • Analysis of financial data and preparation of analytical reports

  • Budgeting and budget management

  • Income and expense projections and cash flow management

  • Long range planning and organizational development consulting

  • Zoom or in person meetings as needed to review and discuss business issues

Financial Analysis & Business Consulting

  • Discounted monthly subscription services for Quickbooks Online and Payroll

  • Desktop Quickbooks Services

  • One-on-one tutorials and coaching

QuickBooks Services & Discounts