No charge individualized consultations allowing you to decide on the range of services you need for your unique company.  

Schedule An Appointment Today To Set Up Consultation or To Have Your Questions Answered!

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Bookkeeping Services:

Conversion from old software

Chart of Accounts Set Up or Clean Up

Bank and Credit Card Reconciliations

Personal Bookkeeping / Personal Bill Pay Option

Historical Clean - Up

Financial Statements Generated Monthly - Income Statement, Balance Sheet, and Statement of Cash Flows

Your choice of Excel or PDF Format with complimentary YTD Income Statement provided each month

Budgeting/ Benchmarking (How does your company compare to others within the same industry?

Tax Services:

Individual Tax Returns

Small Business Tax Returns, to include 

Sole Proprietors, Single Member LLC's,

Limited Partnerships, S Corps

Tax Management:  Filing of Franchise Tax Forms,

Cash Flow Management, Stay Up To Date with 

Current Tax Laws

Additional Services: (Prices will vary)

Sales Tax - to includes calculations, processing of forms, and paying as required

Payroll with complimentary Direct Deposit for employees 

Accounts Receivable / Accounts Payable (Invoicing and Bill Pay) 



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