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The following are just some of the services that we provide: 

Accounting                 

• Accounting software installation, training and on-going support (specializing in QuickBooks®)

  • We can train you to use the software in the most efficient way to provide you with valuable decision making information.

• System setup, design and customization

  • Our philosophy is that it is much easier to get everything set up correctly in the beginning and to provide some training for you (or your bookkeeper) so

    • 1) you can get timely, accurate, and meaningful financial information so you can assess the profitability of your business and

    • 2) there are no big surprises (aka messes) at the end of the year when it comes time to prepare the tax return.  Cleaning up QuickBooks® messes after the fact can be much more costly than getting it right the first time.

• Periodic (monthly, quarterly or annual) financial statement compilation and analysis

• Periodic (monthly, quarterly or annual) financial records and QuickBooks® file "checkup"

  • We suggest periodic reviews to make sure you are on track, especially when you are new to QuickBooks®.

• One-time “clean-up” of financial records and QuickBooks® file

• Bookkeeper training

Consulting

• Choice of entity (C Corporation, S Corporation, Partnership, Limited Liability Company (LLC), Sole Proprietorship, …)

• Like-kind exchanges

• Stock option planning

• Policies and procedures implementation

• Operational planning

• Accounting policies and procedures

• Interim controller services

• Budgeting

Taxation

• Individual income tax planning and reporting (Form 1040)

• Business income tax planning and reporting

  • C Corporations (Form 1120)

  • S Corporations (Form 1120S)

  • Partnerships (Form 1065)

  • Limited Liability Companies (LLCs) (Form 1065)

  • Sole Proprietorships (Form 1040, Schedule C)