Services

Basic Accounting

  • Bookkeeping. A flexible service for business owners who don’t want to hire a full-time bookkeeper or build their own accounting department. Available case-by-case or on an ongoing basis (weekly, monthly, quarterly).
  • Payroll. For small to mid-sized businesses (1-20 employees) looking for a simple, affordable payroll solution that integrates seamlessly with QuickBooks.
  • Tax Returns. Complete tax preparation and e-filing for individuals, businesses (corporations, partnerships, LLCs), and non-profits.
  • Financial Statements. Straightforward financial statements for small, privately-owned companies (for more info, see “The Three Types of Financial Statements”).

QuickBooks Services

  • QuickBooks Design & Set-Up. The ideal starting point for new customers. A complete review of your QuickBooks file designed to find and fix errors, streamline your company set-up (including preferences, items, lists, users, and chart of accounts), and help your business get the most out of QuickBooks.
  • QuickBooks for Mac. For people who want to organize and run their business entirely on the Mac. Ideally suited for creative professionals, service-related businesses, and small companies with basic inventory needs (for more info, see QuickBooks for Mac).
  • QuickBooks Online. For customers who prefer a web-based approach rather than a traditional desktop solution. Comparable to QuickBooks Pro in most regards, but limited in a few areas such as inventory management and payroll (for more info, see QuickBooks Online).
  • QuickBooks Add-Ons. For growing businesses that want to add new capabilities to their QuickBooks-based system. Complete installation and set-up of the leading QuickBooks Add-Ons: Intuit Merchant Service for QuickBooks, Intuit Payroll, and QuickBooks Point of Sale.
  • QuickBooks Enterprise Solutions. The most powerful edition of QuickBooks, offering advanced inventory management and financial reporting capabilities together with the ease and familiarity of QuickBooks (for more info, see QuickBooks Enterprise Solutions).

Part-Time CFO Services

  • Financial Review. For business owners who want a quick, unbiased view of their company’s financial condition. A top-to-bottom analysis designed to highlight key numbers and provide a foundation for improving profitability.
  • Operating & Cash Flow Budget. The #1 tool for business owners who want to start running their company “by the numbers.” An operating budget designed to keep your company on track and moving toward consistent profitability.
  • Part-Time CFO. For companies that want the functional input of a CFO on a part-time basis. A package of hands-on services and advice, designed to help you manage and improve your company’s financial performance.