Our Services

Bookkeeping & Accounting

We keep your books accurate and up to date, so you can focus on running your business.

  • Preparation of financial statements (Profit & Loss, Balance Sheet, Cash Flow Statement, Budget Analysis)

  • Full-charge bookkeeping: General Ledger, Payroll Journal, General Journal, Cash Receipts & Disbursements, Bank Reconciliations, Sales Journals

  • Government reporting: Federal tax deposits, unemployment tax returns, W-2, W-3, 1099, 1096, 941, 940, sales tax

  • Budgeting and forecasting

  • Cash and debt management

Payroll Processing

We take the complexity out of payroll, ensuring employees are paid accurately and on time.

  • Payroll preparation

  • Payroll tax deposits

  • Payroll tax return filings (monthly, quarterly, annual) including 940, 941, GDOL, G-7, W-2, W-3, and 1099

Consulting & Business Advisory

We go beyond the numbers to help you make confident financial decisions.

  • QuickBooks® support

  • Start-up strategies

  • Operational and business advice

  • Ongoing consultations included—call us anytime with questions or concerns

Bank Reconciliation

Monthly reconciliations keep your accounts accurate and your business protected.

  • Identify lost checks, deposits, or unauthorized transactions

  • Detect and prevent excess bank charges or errors

  • Safeguard against internal fraud or embezzlement

  • Improve cash management and forecasting

  • Provide reliable financial statements for decision-making

Financial Statements Review

Accurate reporting is critical to understanding and growing your business.

  • Income Statements & Balance Sheets: Gain a clear picture of your business’s financial strength, identify trends in receivables/payables, and support credit, loan, or investor requests.

  • General Ledger Maintenance: We review your ledger monthly to detect errors (double billings, unrecorded payments) and make adjustments, ensuring your books are clean and reliable.

Why work with us

  • Experience you can trust: Over 25 years serving small businesses and individuals

  • Personalized service: Consultative approach tailored to your unique needs

  • Integrity and transparency: Your trust is our priority

  • Comprehensive solutions: From day-to-day bookkeeping to long-term strategy