Our team has over 15 years of accounting experience and would like to support you in your bookkeeping needs. Our services include data entry, bank and credit card reconciliation, and financial reporting. Our spreadsheet and analysis skills can support any additional reporting needs.

Our focus is on preparing tax returns for individuals and small businesses. We have experience preparing most forms including 1040, 1120, 1065, and 990.

We can organize your files and documents in a variety of ways. This could include converting your physical documents into electronic files or simply reorganizing and renaming your existing electronic records. Our goal is to help you streamline your document management so that it takes less physical space and is easier to access.

We also have over 15 years of conducting internal audits of business operations. Our team is skilled in determining compliance with laws and procedures, evaluating internal controls, and making recommendations that improve the efficiency and effectiveness of your business.

Our team can assist you in the preparation of documented procedures. The process will include interviews of key personnel, walk-throughs, and observing operations, resulting in a tool you can use to train your employees.

As a certified Quickbooks Pro Advisor, our team can assist in getting your new business set-up and running smoothly using Quickbooks. This can include establishing a chart of accounts, setting up vendors and customers, creating customized reports, and arranging bank feeds.