top of page
Financial Analyst



As tax accountants with a federal license, we work with clients all over the country using a cloud-based accounting system, so we can interact with them in real time to streamline their bookkeeping and accounting systems.  

Businesses should have internal controls and someone that oversees them in order to function their best financially. These controls include inventory controls, keeping personal and business bank accounts and funds separate depending on your accounting structure, knowing the profit made per job, and knowing who owes you and who you owe.  

In addition to bookkeeping services, we can prepare your corporate and personal tax returns. While it is important to know which customers owe you, and which customers you owe, it is equally important to know the amount of taxes that you will pay at year end.

We are Certified Advanced QuickBooks ProAdvisors who have set up hundreds of companies on QuickBooks and used its features to our clients full advantage.

QuickBooks ProAdvisor
Office Desk

QuickBooks Set-Up Service


We can set you up on QuickBooks, a cloud based program, that will allow you to run your business without the need for you to get bogged down by the accounting aspects of running a business.  

Our Set-Up Service Includes:

  • Helping you choose the version of QuickBooks Online that's right for you.

  • Transferring your books from QuickBooks Desktop or another program.

  • Setting up your chart of accounts, lists, and other initial company information.

  • Preparing custom templates.

  • Connecting your bank feeds.

  • Providing QuickBooks support, whether you choose to handle your own books or have us do them for you.


Bookkeeping Services:

  • Monthly or quarterly bookkeeping functions tailored to meet your needs

  • Downloading and matching/categorizing bank feeds

  • Transaction data entry & classification

  • General ledger account reconciliation

  • Bank and credit card account reconciliation

  • Vendor management 

  • Maintaining chart of accounts and lists

  • Providing timely and accurate balance sheets, profit and loss statements and other reports)

"Catch-Up" Services (Backlogs):​​


If your books are behind, we can get you caught up! We can help with:

  • Downloading, entering and categorizing transactions from bank feeds

  • Reconciling general ledger accounts

  • Reconciling bank statements and credit cards

  • Providing clean financial statements

Accounting Services:

  • QuickBooks accounting system setup for new businesses

  • QuickBooks consulting

  • Excel imports/exports

  • Developing the chart of accounts

  • Setting up lists

  • Automating, implementing and streamlining processes

  • Financial statement analysis and consulting

  • Developing custom financial reports

  • Preparation of journal entries and adjusting entries

  • Quarterly or Annual accounting functions tailored to meet your needs

"Clean-Up" Services (Re-Set/Fixing Issues)​


If your books are messed up, we can help you get the straightened out! We can help with:

  • Categorizing and reclassifying transactions

  • Reconciling general ledger accounts and creating or merging accounts if necessary

  • Reconciling bank statements and credit cards 

  • Preparing journal entries / adjusting entries 

  • Fixing issues such as the Undeposited Funds account

  • Producing clean, accurate financial statements

Mobile Phone

Free Consultation

Schedule a free 30-minute consultation.

bottom of page