Services

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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Bookkeeping/Write-Up

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.

With combined years of experience in personal, small business, and non-profit agency bookkeeping, you can be sure of our ability to take care of all your bookkeeping needs.

We offer any or all of these services:

  • Personal Checkbook Balancing
  • Sales Invoicing
  • Accounts Receivable
  • Purchase Invoice Entry
  • Accounts Payable
  • Bill Pay
  • Check Register
  • Credit Card Registers
  • Loan Amortization and Tracking
  • General Ledger
  • Full Payroll Services (including 1099 preparation)
  • Fixed Asset Management
  • Financial Statements

Please give us a call for our current rates.

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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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Financial Statements

Financial statements are an important tool for management decision making. Financial statements also represent your business to lenders, partners, potential buyers and other interested parties. We will work closely with your key personnel to develop and finalize accurate and timely financial statements.

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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 Professional Services

As a Quickbooks Pro Advisor for the past 9 years, Diana has the knowledge and expertise to provide you with customized Quickbooks services. She can install, set up and customize your company in Quickbooks to provide the best possible system for your business.

Diana can also provide personal training and support for you or your bookkeeper, and provide necessary year end closing services.

Quickbooks installation, setup and training services start at $65/hour.

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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.

Specializing in individual and small business tax preparation, we can meet the needs of today’s multitude of small business owners.

ProSeries, the professional tax preparation software we use, integrates with Quickbooks to help us provide the most efficient preparation of your return.

  • We offer preparation services for any or all of these:
  • Individuals (1040, 1040A, 1040EZ)
  • Small Business (Schedule C)
  • Partnership (Form 1065)
  • Corporation (Form 1120, 1120S)
  • Limited Liability Company (LLC)
  • Non-Profit Organization (Form 990)

A basic tax return starts at $100.

Clients who filed a return with us last year can request a personalized tax preparation checklist. Be sure to include your name when making this request.

New clients can fill out the 2 Page Client Questionnaire and bring it into our office with your tax documents.

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Call today to schedule an appointment!