If you’re looking for a firm that will focus on your individual needs, and always treat you like a client who matters, look no further.  Our firm is large enough to offer a full range of professional services, but small enough to give you the individual attention that you deserve.

We will thoroughly and conscientiously study your personal situation, and tailor our advice to your specific needs.

Accounting Software Selection & Implementation

There is no shortage of accounting software solutions for your business. Software as a service (SaaS), cloud computing, and other technological innovations are adding more dimensions to technology decisions. Choosing the right solution that will meet the needs of your business now and in the future while also providing a necessary level of security is crucial. We can analyze the nature of your business and financial transactions, current technology, future business plans and emerging needs to identify and implement a software solution that is flexible enough to grow and change with your business.

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If your business does not currently have accounting staff or if your business is outgrowing its current bookkeeping system, we can provide comprehensive bookkeeping and write-up services to ensure the smooth operation of the financial side of your business. As your business needs grow and change, we can provide input and planning assistance to make sure your accounting and financial systems keep pace with your business needs.

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Business Consulting

As a true business partner, we are available to help you deal with any business problem or opportunity. We stand ready to engage in business consulting projects to help you make the right decisions for the future of your business. Whether you face questions related to expanding, selling or restructuring your business, we have the necessary business acumen and analytical capabilities to help you make the right decisions.

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Business Entity Selection

The business entity—LLP, LLC, sole proprietorship, partnership, corporation, etc.— that you select for your business has enormous financial and tax implications. It is important that you make the right decision. We can explain each choice and its implications. As your business grows and changes, the type of business entity you choose may need to change also.

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Financial Analysis

When a business is able to undertake strong financial analysis, it opens up new opportunities to improve management, planning and decision making. Financial analysis provides the numbers to support, reject or contemplate a course of action. Prospective analysis can show how situations may evolve under various scenarios, providing a new dimension to decision making. We are ready to provide this type of financial analysis to support the continued prosperity of your business.

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IRS Representation & Resolution Services

An IRS audit can be an intimidating and complex process. If you or your business faces an IRS audit or you carry a balance that seems you will never be able to pay, we can help you. We bring years of experience in dealing with tax matters and IRS audit procedures to ensure that you are properly represented when dealing with the IRS and other tax authorities. We partner with New Leaf Tax to help our clients through the stressful and complex process.

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Notary Public

A notary public can help you to handle various business matters, including witnessing and authenticating document execution and signatures. We offer Notary Public services and are available when you need us.

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Payroll Services

Constantly changing federal, state and local laws and tax regulations make payroll management an ongoing challenge for business owners. Our payroll services professionals are well versed on these laws and regulations. We can proactively alert you to material changes that will affect your business and your employees while also keeping payroll running smoothly no matter how large your business and your employee population become.

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QuickBooks Services

Why Quickbooks?

There is no shortage of Quickbooks software solutions for your business. The Quickbooks suite of programs include multiple desktop and online versions with specialized options for contractors, retailers, nonprofits, and many others. Quickbooks is very affordable and facilitates accounting, taxes, reports, and even long range planning. Our associates are experts at installing, training, and utilizing the various Quickbooks programs. We will analyze the nature of your business, frequency of transactions, future plans, and other data in order to match you with the best version of Quickbooks for your business.

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Sales Tax Services

State and local tax authorities are looking to maximize sales tax collections. We can help you understand and manage your sales tax obligations and prepare sales tax returns in an efficient and timely manner.

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Tax Preparation & Planning

Effective tax preparation and planning can help you to minimize your future tax liability. We can help you proactively manage both your personal and your business tax issues, including understanding how upcoming business opportunities impact your tax status and vice versa. Not all tax planning opportunities are readily apparent. By having us on your team, you are more likely to benefit from those opportunities. We understand how the latest federal, state and local tax legislation and other developments affect you and your business and we are constantly identifying new ways to reduce federal, state or local tax liabilities.

Bookkeeping made easy for your company no matter where you are located

Bookkeepers are vital to ANY business and perform the day to day tasks that are the lifeblood of any organization. Bookkeepers take care of the general ledger, deposits, payroll and billing, in small and large businesses fulfill a vital role in maintaining their financial records. We will take care of the following services either weekly, monthly or quarterly depending on the size of your business and your specific needs. We keep up with the changing federal and state tax laws so that you don’t have to. The best part is we can help you with your business no matter where you are located.

Bookkeeping in the Cloud  

No matter what type of business you have or where you are located, sound finances start with accurate bookkeeping. Keeping track of daily transactions, however, can be a tedious, error-prone task that is often postponed in favor of more pressing matters. All financial statements arise from day to day bookkeeping and your ability to secure a loan or comply with tax laws may be compromised if your business records are incomplete. If you are finding it difficult to stay on top of your bookkeeping, we offer an affordable solution. Our staff of accounting professionals will precisely record all invoices, deposits, bank statements, credit card receipts, and other daily transactions in a clear, easy to understand format. We can also set up accounting software for your business that will facilitate entering and interpreting financial data. Let us help you keep your business on a firm financial footing with our cost-effective bookkeeping service.

We will provide high quality and professional bookkeeping services to small businesses and sole proprietors and help you to remain current and up to date on all matters. We are sworn to protect the confidence of all aspects of your business and in your best interests.

We offer daily, weekly, and monthly services based on your needs. 100% remote and 100% secure.

General services:

  • Bank reconciliation
  • Income statements
  • Balance sheets
  • General ledger management
  • Set up for your bookkeeping software
  • Small Business Accounting
  • Bank Reconciliation
  • Accounts Receivable
  • Accounts Payable
  • Custom Reports
  • Worker’s Compensation Audits
  • Unemployment Claims
  • W-2 and W-3 processing
  • 1099 and 1096 processing
  • Preparation/assistance with Federal and State registration forms
  • Clean up/Catch up of your accounts
  • Form preparation

QuickBooks Online Software

  • Software access no matter what device you use
  • Ongoing support
  • Training available
  • Ability to download bank transactions automatically
  • Secure and reliable


  • Comprehensive Payroll Services
  • Post-Payroll Services
  • Online Payroll Processing
  • creation and filing of required tax paperwork for new hires
  • IRS and State Tax reporting, as well as EFTPS tax deposits
  • Monthly, quarterly, and annual payroll tax reports including W2, W3, and 1099 forms

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Call today to schedule an appointment!