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GENERAL ACCOUNTING SERVICES WE PROVIDE TO OUR CLIENTS

  • Human resources and payroll processing and reporting

  • Tax planning and preparation

  • Sales tax preparation

  • Financial statement preparation

  • Notary services

  • Business formation & startup

  • Business plan development and review

  • Preparation of W-2's and 1099's

  • Quickbooks assistance and training

  • Accounting system design and review

  • Budget development and analysis

  • Digital scanning for invoices and other important documents

  • Bank loan covenant compliance reporting

  • We work closely with estate planning & elder law professionals to ensure your long range financial plans are fulfilled