Accounting services
Accts Payable & Accts Receivable
Monthly Financial Statements
Prepare Bank Reconciliations
Meetings and Correspondence
Regulate Cash Flows
Banking, Deposits, Transfers, & wires
Budgeting
Insurance reviews
Financing
Quickbooks - Banking Relationships
Tax planning & return preparation
Individuals
Corporations
Partnerships
LLCs/LLPs
Payroll
Taxing authority representation
Divorce and support issues
Tax effects of buying /selling an asset
Financial statement preparation
Bookkeeping (Monthly/Quarterly/Annual)
Accounting system setup for new businesses
Business tax return preparation (Sales & Use/Business Property)
Personal financial statements
401K Audit
IRS Audit (O&C)
Business formation - Start-up - Expansion & Sale of business
Business financial planning
Buying/Selling an asset
Financial & Retirement Planning
Financial Forecasts & Projections
Financial Freedom & Relationship Coaching


Please contact us for a consultation

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