Services That We Provide

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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