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Accounting &

We believe that financial data is an invaluable resource within a small business. We dive into your financial records to record and interpret the data and maximize your growth. 

Services Available

  • Outsourced accounting 

  • Monthly or quarterly bookkeeping

  • Monthly or quarterly financial statement preparation

  • QuickBooks clean up or reconciliation

  • Accounts Payable maintenance

  • Accounts Receivable maintenance

  • Sales tax calculation and filing

  • Payroll management including quarterly, monthly, and annual filings and calculations

  • Additional accounting services at request of the client

Tax Preparation

Our goal is to take the stress out of tax time. We have developed a fully remote, streamlined process that makes tax prep simple. This process is accompanied by consistent, open communication to ensure you remain fully informed while also helping to insulate our knowledge of your financial situation so that you are never missing out on any potential savings.

Services Available

  • Preparation of the following with applicable schedules:

    • Form 1040, 1040-EZ, and 1040-SR (Individuals)

    • Form 1065 (Partnership)

    • Form 1120 (C-Corporation)

    • Form 1120-S (S-Corporation

    • Form 990 (Non-Profit)

Business Advisory

Small business owners often have ideas and innovations for continually expanding their companies. Uncertainty often prevents these ideas from coming to fruition. We offer sound financial advice backed by mathematical analyses to help you make the best decisions for your business. 


Services Available

  • Budget creation and development

  • Project analysis for short term and long term projects

  • Forecasting at the business level and individual projects

  • Tax planning analysis

  • Business structure analysis and optimization recommendations 

  • Cash flow analysis and management

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