Accounting and Financial Services for the Small Business
We provide a wide range of services to individuals and businesses in a variety of industries. We strive to meet each client’s specific needs in planning for the future and achieving their goals in an ever-changing financial and regulatory environment. Our professional services include:
From start-up to established enterprises, businesses rely on accurate and insightful financial information in order to maintain profitability and capitalize on new opportunities. Our accounting services steer you closer to these goals with accurate record-keeping and reporting. These services include, but are not limited to:
- General Ledger & Financial Statement Preparation
- Accounting System Setup and Support
- Cash Flow Budgeting and Forecasting
- Bank Reconciliations
- Management Reports
- Variance Analysis
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Accurate financial information begins with accurate data recording, i.e. data entry into the accounting system (software). Errors made at this point can cause long delays in preparing accurate financial statements, over- or understate sales tax returns, and make all analyses unreliable. The old computer idiom “garbage in – garbage out” really applies here. Our service provides experienced and quick solutions.
- Transaction entry
- Customer Invoicing
- Accounts Payable
- Bank Reconciliations
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Choosing the correct accounting software for your business can be daunting: will it handle the complexity of your business, or is it too complicated for your existing staff (or yourself) to understand? We will help you choose an appropriate system that fits your business’ needs and budget and we will train you and your personnel.
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Accurate payroll processing means correct paychecks for your employees and timely and correct payroll tax reports to Federal and State agencies.
- Payroll Processing
- Direct Deposits
- Payroll Tax Deposits
- Payroll Tax Returns
- W-2s
- 1099s
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Staying on top of your bills and watching a budget can be a daunting task, especially as we are getting older – or travel extensively – or just don’t want to bother. We provide a service that includes scheduling and paying your monthly, quarterly and annual bills while we keep track of insurance and policy renewals. This is a highly customized service to fit each client’s individual need.
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Personal (Individual) Income Tax Returns
Accurate returns help avoid audits and/or fines. We prepare individual tax returns using popular software (TurboTax) based on the records our clients provide. We work with our clients’ tax preparer or CPA by providing all necessary financial reports in an effort to reduce tax preparation time.
Request information about Personal (Individual) Income Tax Returns below
