top of page

Tailored Financial Guidance

Services Offered

Bookkeeping

Enabling Growth

We understand the frustration bookkeeping gives business owners and entrepreneurs. Our bookkeeping service eliminates the headache and restores precious time for you to operate your business. We offer monthly account maintenance, balance accounts, generate financial statements, and conduct monthly meetings to keep you informed of your account’s status. You focus on running your business; we’ll handle the books.

​

Services offered:

  • Accounting transaction entry

  • Chart of Accounts creation and organization

  • Monthly reconciliations

  • Monthly financial statements

  • Scheduled monthly meetings

  • Unlimited email and phone support

Tax Preparation

leon-dewiwje-ldDmTgf89gU-unsplash.jpg

We take a proactive approach with our tax services to ensure you are prepared for the upcoming tax season and benefit from all available tax deductions. Your business’ growth is important to us, and we take the time to listen to your concerns and goals. Our tailored tax plans will help you prepare for your business’ financial goals and strategize for future milestones.

 

Services offered:

  • Individual tax preparation (Form 1040 and various schedules)

  • Corporate tax preparation (Forms 1065, 1120s, 1120)

  • Quarterly tax planning sessions

  • Tax withholding assistance

  • Tax code interpretation

  • General tax consultation and advisory

Alleviating Stress

Payroll

Saving You Money

Payroll preparation for each of your employees is time-consuming and tedious. Our comprehensive payroll services handle the entire process, restoring your time to run your business. We offer payroll solutions to maintain your existing payroll system and ensure your employees’ receive payment and documentation in a timely manner. 

​

Services offered:

  • Monthly payroll record generation and maintenance

  • Detailed reports on employee’s vacation, sick days, and personal days accruals

  • Special federal and state reports (W-2, W-3, 1099, 1096, Social Security, Worker’s Compensation, Unemployment, Child Support)

  • Federal and state tax remittance

Bookkeeping Packages

Bookkeeping Packages

All Bookkeeping Packages Include: QuickBooks monitoring (Daily, Weekly, or Monthly), Monthly Reconciliations, P&L monitoring, Properly Categorizing Transactions, and Removing Uncleared or Double Entries.

I am here to provide clients with personalized accounting strategies. Contact me to see which of our services best meet your needs.
bottom of page