Please note that this list does not include all we are capable of; these are the primary services that we provide. If you want a service provided and do not see it listed below, feel free to inquire and we will let you know how we can help you.

  • Financial Statement Preparation

    • Reviews

    • Compilations

    • Financial Forecasts & Projections

    • Cash Flow & Budgeting Analysis

    • Agreed Upon Procedures

  • Accounting Systems Analysis/Implementation

    • QuickBooks and QuickBooks Pro training and installations

    • QuickBooks Point-of-Sales system training and installations

  • Accounting Services

    • Monthly and quarterly sales and payroll tax report preparation

    • Monthly, quarterly and annual financial statement preparation

    • Payroll preparation

  • Financial Statements

    • We assist in preparing financial statements in accordance with professional standards, however, we do not express opinions on or perform any other form of assurance on the underlying information.

  • Cash Flow & Budgeting Analysis

    • We forecast and evaluate where your company stands, so you can plan for the future.

  • Financial Forecasts & Projections

    • From simple projections to complex financial modeling, we can help your business achieve its financial goals.

  • Tax Preparation

    • Individuals (Resident & Non-Resident)

    • Sole-Proprietorships

    • Corporations (Profit and Non-Profit)

    • Corporations (C-Corps and S-Corps)

    • Partnerships

    • Limited Liability Companies (LLCs)

    • Non-Profits

  • Start-Up Business Plans

    • SBA & Other Loan Proposals

    • Company Incorporations

  • Non-Profit (IRS Code 501 (a) & (c)) Applications


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