our services

Our Umbrella of Services

TAXES

Comprehensive tax preparation and planning services to ensure compliance and optimize financial outcomes for individuals

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BOOKKEEPING

Accurate and efficient bookkeeping to maintain financial records, manage cash flow, and support business growth.

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ENTITY SET-UP

Expert guidance in setting up business entities, ensuring legal compliance, and optimizing for tax advantages.

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ACCOUNTING

Full-service accounting solutions, including financial reporting, audits, and strategic advice to enhance business performance.

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IOLTA TRUST

Specialized management of Interest on Lawyers Trust Accounts (IOLTA) to ensure proper handling and compliance.

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TRAINING

Empower your team with personalized training sessions on QuickBooks, enabling them to manage finances confidently

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TAX & PAYROLL

Ensure compliance and maximize deductions with professional tax preparation services tailored to your personal or

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QUICKBOOKS® MANAGEMENT

QuickBooks Clean-Up Optimize your QuickBooks account by correcting errors and organizing data, ensuring accurate financial reporting

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ONE-ON-ONE TRAINING

Title worth 1000 words?  We train business owners on everything accounting 🙃

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BUDGET FORECAST

Gain deeper insights into your business with customized reporting solutions that meet your specific operational

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ESTABLISH BOOKKEEPING WORKFLOW

QuickBooks Clean-Up Optimize your QuickBooks account by correcting errors and organizing data for quantitative reporting

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QUICKBOOKS® SETUP

QuickBooks Clean-Up &  Company Setups Quickbooks Proadvisors

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Employee Benefits Administration

Employee Benefits Administration Manage employee benefits programs efficiently, ensuring compliance and maximizing employee satisfaction Vendor

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RECEIVABLES AND PAYABLES

Manage your financial transactions effectively with services tailored to optimize both payables and receivables.

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Cashflow Projections & Financial Management

Gain insights into your financial future with accurate cash flow projections, helping you make informed

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Specialty Reporting

Gain deeper insights into your business with customized reporting solutions that meet your specific operational

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Bookkeeping

Bookkeeping Maintain accurate financial records with professional bookkeeping services, allowing you to focus on growing

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SALES TAX SERVICE

Sales Tax Returns & Audits Navigate the complexities of sales tax with precise preparation and

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1099 SERVICE

1099's & W2 Preparation Efficiently manage the preparation and distribution of 1099s and W2s, ensuring compliance

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ASSISTANCE ON-SITE OR OFFSITE (VIRTUAL READY)

Complete Virtual Office Setups Create a fully functional virtual workspace tailored to your business needs,

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SECURE DATA EXCHANGE

Cloud Integrations Seamlessly connect your applications and data across the cloud to improve efficiency, accessibility,

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A TIME DIARY OF OUR WORK &FLEXIBLE PAYMENTS

Flexible Invoicing and Payments

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TAX PREPARATION & TAX FILING

Comprehensive tax preparation and planning services to ensure compliance and optimize financial outcomes for individuals

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WORKER’S COMPENSATION

Human Resources Administration Ensure compliance and effective management of your workforce with comprehensive HR administration

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Rates

Flat, Hourly, Monthly, and Project Rates

Based on the scope/complexity of work, the length of the project, the amount of data that needs to be reconciled, and how the project will be accomplished. Contact me for an estimate! We offer competitive rates and flexibility in scheduling including from hourly to quarterly per project, or flat rate pricing.

Payroll is priced at a flat rate, usually 30-40% lower than outsourced paycheck processing. We set-up auto pay for taxes. We can do direct deposit. We do everything that our other competitors do, except more affordable. Complimentary consultations to evaluate.

Get back to minding your business, while we mind the rest!

Specialty services

Quickbooks & Complete Virtual/Paperless Office Set-Up

Quickbooks Clean-Up

Quickbooks Training

Forensic Bookkeeping

Personal Bookkeeping

Tax Preparation

Payroll & Payroll Taxes

Payroll Audits

Sales Tax Returns & Audits

1099’s & W2’s

Personal Tax Returns

Business Tax Returns

Property Tax

Bank Reconciliations

Merchant Service Fee Negotiation

  • Accounts Receivable
  • Accounts Payable
  • Analysis of Business Expenses for Cost Cash Flow Projections

    Cash Flow Management

    Budgets

  • Specialty Reports
  • Construction Waivers and Draws

    International Shipping Management

  • Cloud Integration
  • LLC Set-Up & Preparation

    Open Bank Accounts, Investment Accounts & Lines of Credit

    Set-Up of Online Banking

    Office and/or Equipment Leasing

    Business License Applications and Renewals

    Charitable Contributions

    Office Management

    Human Resources Administration

    Employee Benefits Administration

    Vendor Management and Research

    Liaison between Company Officers/Owners and Employees, Vendors, and Clients with Regard to Business Matters

  • Management of Insurance Policies: