Tax Consultation Services - Two of the most common complaints we hear are the amount of taxes a small business is burdened with and the April 15th surprise of a significant liability due. We can assist you in making sure you do not overpay your taxes and keep you up to date with tax projections and planning.

QuickBooks Setup and Consulting - Our firm has developed expertise in using the QuickBooks program by helping numerous clients with customization and setup. We think creatively in designing the QuickBooks program to meet our clients’ needs. Services include assistance with a first-time installation, training for new or experienced users, and customization.

Management Advisory Services - Often the small to medium sized business cannot afford a full-time finance professional. As your CPA, I will have a current understanding of the finances of your business and can act as your corporate controller. That, combined with the experience of assisting other businesses, will allow us to help when financial advice is needed.

Financial Statement Preparation - For several clients, we prepare monthly financial statements to monitor the profitability of their business and their anticipated tax liability. For others, annual statements to the bank are what they need. Whether your need is consulting with QuickBooks or full financial accounting services, we can assist you.