Services

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

QuickBooks Clean-Up. The ideal starting point for customers with a medley of accounting problems and/or catch-up work. A thorough review designed to find and fix mistakes, improve your QuickBooks set-up, and get your accounting back on track.
QuickBooks for Mac. At long last, a version of QuickBooks that is 100% capable of running your business. Ideally suited for creative professionals and service-related businesses. Complete installation and set-up of QuickBooks for Mac.
QuickBooks Online. For businesses that want to move their accounting to the cloud. Complete set-up and transition from your current system to QuickBooks Online (now offered in three different versions).
QuickBooks Add-Ons. For growing companies that want to add new capabilities to their QuickBooks-based system. Complete installation and setup of Intuit’s leading products: Payroll, Payment Solutions, and Retail Solutions.
QuickBooks Enterprise Solutions. For growing companies that need a more advanced accounting system. QuickBooks Enterprise Solutions supports businesses with multiple locations and provides advanced inventory and financial reporting capabilities, all with the ease and familiarity of QuickBooks.

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 but on a part-time basis. A package of key services and hands-on advice designed to help you manage and improve your company’s financial performance.

Startup Package. The essentials that most new businesses need to get up and running quickly: legal formation (corporation or LLC), a federal tax ID number (EIN), QuickBooks setup, and startup bookkeeping.
Year-End Package. Our most popular package for companies with minimal accounting needs. The three things that most businesses need to close the year:
year-end bookkeeping, basic financial statements, and complete tax preparation.