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Services

Flexible and competitive pricing that is custom tailored to each of our clients. We do not charge a hourly rate if we can help it. Instead, we will discuss your individual needs and requested services during our free initial consultation and provide you with an up front quote of all costs. 

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Bookkeeping

 

Our bookkeeping process is customized to meet the needs of each of our clients, however, there are a few basic components that are similar between every client.  The basic components have been summarized below:

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  • Source Documents - You provide us with the source documents supporting your daily business transactional activities.  Source documents include items such as: deposit slips, invoices, sales receipts, credit card receipts, bank statements, etc.

  • Data Entry - We enter all of the transactional data from the source documents and code them into the appropriate general ledger accounts in your QuickBooks Accounting Database.

  • Reconciliations - We reconcile all bank and credit card accounts in your QuickBooks file and verify that everything has been entered accurately.

  • Financial Statements - We will prepare monthly financial statements for your review, and we are available to discuss your financials and offer suggestions on potential areas to improve your business.

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QuickBooks Setup &
Training

 

Although QuickBooks is designed for the layman to understand, the initial setup and installation must be done correctly in order for future information to be accurate.

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All information necessary to setup manual accounting records is also necessary to setup and install QuickBooks on your desktop. This task is even more complicated if you switch from manual accounting operations to QuickBooks in the middle of the year.

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Which accounting method will you use? What chart of accounts do you need for your business? How do you handle beginning balances?

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Once QuickBooks is set-up and working properly, we can train you or your employees to properly operate QuickBooks specifically for your business.

 

Why choose one-on-one attention instead of taking a class?

  • We come to your location.

  • We focus on the individual issues facing your business.

  • We will be there to answer your specific questions and concerns.

  • No need to spend time on features that don't impact your business!

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Tax Services

 

We offer tax return preparation services for existing clients, as well as new clients who need help with either personal tax returns as well as business tax returns. Some of the common forms we help prepare are:

  • 1040

  • Schedule A

  • Schedule C

  • Schedule E

  • 1120

  • 1120-S

  • 1065

  • K-1

  • 990

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