
Accounting
- Bookkeeping – we can set up a new system for you, maintain your books if you already have an accounting system in place, or convert your accounts from one system to another
- Bookkeeping clean-up – if your books are not currently in order
- Preparation of books for reviews, audits, tax preparation, grant applications and reporting, etc.
- Month-end entries (accruals, prepaids, etc.) and maintain general ledger
- Accounts Payable (record bills and payments to vendors)
- Accounts Receivable (invoicing and record monies received)
- Payroll preparation and payroll tax returns
- Bank reconciliations
- Balance Sheet account reconciliation
- Financial statement preparation and custom reports (Income Statement, Balance Sheet, Cash Flow, General Ledger)
- Budget preparation
- Accounting software training
- Excel spreadsheet training


Advanced Certified QuickBooks ProAdvisor Services
- Advise on best QuickBooks software version to suit your company’s needs
- Discounts on QuickBooks software and products
- Assist in setting up accounting system, or perform a conversion from manual accounting to computerized accounting software or from one computerized accounting package to another
- Convert from desktop to online accounting
- Set up accounting system for most efficient use possible for your type of business and individual needs
- On-site training for you and/or your staff to get the most out of using QuickBooks
- Educate to read and interpret QuickBooks financial reports for use to measure your success and help drive decisions for the future of your business
- Complete monthly financial statements or specialized reports as required by your organizations needs.

Tax Services
- Business
- Federal, state and local tax return preparation
- State registration and annual filings
- Individual
- Federal, state and local tax return preparation
- Property taxes
- Personal finances

Part-time CFO or Controller
These services provide the advantages of top-level financial management and advice at a fraction of the cost of a full-time employee in this role.