We offer a full range of tax consulting services designed to coach business owners on improving their operations, protecting their investments, and increasing profitability. Our basic business services include the following:

​

• Bank Reconciliations

• Financial Statement Compilation

• Financial Statement Analysis

• Entity Selection and Formation

• Cost Accounting / Cost Segregation / Inventory Valuation

​

​

QuickBooks Consulting

 

Our QuickBooks consulting practice has evolved from our desire to provide our clients with services throughout the year and not just at Tax Time, or when they need a formal financial statement. Our approach is old-fashioned; when a person walks in the door they are a client, and when they leave they are a friend. Whether you are starting a new business, expanding an existing business, or even downsizing, we can help you implement a QuickBooks system that will meet your needs. 

​

• QuickBooks Setup - We assist you in setting up your accounting system correctly and customizing it for your specific business needs.

• QuickBooks Training - We offer a variety of personalized training options for your business and employees.

• QuickBooks Continued Support- An analysis of your data file including a written report of what areas need to be corrected. After a check-up we also provide assistance and training to correct your file, or we can post the corrections ourselves.

• QuickBooks Disaster Relief – There are times when a file has been so misused or has become so corrupted that the most efficient option is to start a new file. We can set up a new file and export a portion of the data from the old file.

​