Client Services

Our firm offers a wide range of services to our individual and business clients. Because our firm is relatively small, our clients benefit by getting personalized, and quality service that is beyond comparison. Below we have listed the services that we offer to our clients along with a brief description.

As the list below is by no means all-inclusive, please feel free to inquire about a service if you do not see it listed. If it is not a service we provide, we would be more than happy to consider adding the service or referring you to a qualified professional.

Accounting Services

Accounting Services

We perform many different accounting services for our clients. Our objective is to tailor the service to meet the client's specific needs and provide relevant, timely and reliable information.

Our accounting services include

  • Compilations and reviews of historical financial statements for small to large private businesses in all industries
  • Financial statement analysis specific to your industry
  • Internal control reviews and other agreed upon procedures tailored to your specific needs
  • Contractual compliance services
  • Forecasts and projections
  • Individual and business accounting services

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Other Services

Litigation Support

We can provide accounting and tax assistance in existing or pending legal matters by integrating accounting, tax, analytical and investigating skills.

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Personal and Business Tax Services

We provide complete federal, state, and local tax services including tax preparation and tax planning for corporations, individuals, partnerships, limited liability companies, trust and estates. Every taxpayer's situation is unique. Our approach to taxation begins with understanding of the individual and business entity involved and your objectives.

Our tax services include

  • Personal and business tax planning
  • Consultation during IRS and FTB audits
  • Compliance reporting for federal, state and local agencies
  • Specific tax transaction strategies
  • Estate tax consultation
  • State and multistate tax planning

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Bookkeeping Services

We evaluate each client's specific needs and requirements in providing various bookkeeping services. Whether it is paying bills and reconciling bank accounts or providing journal entries, the service is tailored to the client.

Our services can include any of the following

  • Bill paying and bank reconciliation
  • Payroll tax returns
  • Sales tax returns
  • Monthly and/or quarterly general ledger review
  • Posting journal entries
  • Set up chart of accounts

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Quickbooks Services

We have numerous clients on Quickbooks. We are members of Quickbooks Professional Advisors Program and take advantage of various classes to bring our clients new and better ways to use their Quickbooks. We can assist in client set up, recording transactions and reconciliations.

We are also pleased to announce Remote Accounting Services. RAS is an easy and secure way to transfer your Quickbooks data files to our office without having to backup to disk or cd. It is a tool, installed on your computer that automatically backs up, compresses and encrypts your data, sends it to us with a push of a button. If you wish to learn more about RAS, please contact our office.

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Eldercare Services

We can provide assistance in a number of ways.

Our services are customized to meet the needs which may include any of the following

  • Pay bills
  • Manage and budget expenses to fit income and/or circumstances
  • Ensure all types of taxes are paid timely
  • Work with your attorney and/or trustee to protect and preserve assets

    Management Consulting

    We provide management, supporting and educating services to individuals and businesses. Our objective is to help our clients define measure and achieve financial success. We tailor our management consulting to what the client's specific needs are. Our management consulting services include

    • Business Valuation
    • Business purchases and sales
    • Training of support staff
    • Educating business owners
    • Business entity selection