Serving Our Community
Our Services Fit Your Needs
We know our limits and for your sake will let you know
Unlike some firms, we only work with organizations that we know we have the experience and skills to provide our exceptional service. If we don't think we are the right fit for you, we will let you know and can likely recommend another firm.
Bookkeeping / Accounting
- Accounting system: selection and setup
- Bookkeeping: manage daily transactions
- Payroll: manage payroll and taxes
Tax Preparation
- Business (1065, 1120, 1120S)
- Personal (1040 and required schedules)
- Not-for-profit (990, 990T, Postcard)
Small Business (by definition not operation) & Not-For-Profit Entities
- Consulting: work to be your trusted advisor
- Planning: advice to support growth and set goals
- Budgeting: structure and monitor budget
- Implementation: reporting and training to keep you on track
- Software selection: assist in creating a system that works
Thank you for visiting our site
Our goal is to provide the best service to clients. We understand the hard work, skill, and stress that goes into running a small business or NFP entity. I grew up admiring my father for his ability to work for himself and successfully run different businesses. As a CPA, I get an inside view of my clients' entities and get to be part of their team. Please contact us to have a modern accounting firm on your team.
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