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Management we work tandem with to provide expertise services to your:

  • Accounting Department
  • Chief Financial Officer
  • Full Charge Bookkeeper       
  • Tax Accountant 
  • Financial Analyst
  • Credit Manager
  • Bookkeeping Service    
  • Controller Oversight & Bookkeeper
  • Daily Accounts Payable, Accounts Receivable, Banking, & Payroll maintained
  •  Record Vendor Bills Reconcile vendor statements 
  • Data Entry
  • Build accounting records and keep them up-to-date
  • Payroll Preparation (Ensure employee’s‏ are paid on time)
  • Create sales invoices/Import sales invoices
  • Email/ Mail or Export customer invoices
  • Tax Services
  • Income Tax Preparation & Filing
  • Amending Prior Tax Returns
  • Nonprofit Taxation
  • Electronic Filing
  • Federal Correspondence


As an outsourced accounting solution for small businesses, we pride ourselves in taking the accounting function completely off an owner’s plate. That process starts with a foundation of sound financials. It is essential that bookkeeping is performed accurately and in a timely fashion as it is the driver for actionable financial information as well as the basis of tax filings. Errors in the books can be very costly, from poor decision making based on faulty data to overpaying taxes. Therein lies the benefit of having a partnership that can handle your bookkeeping and taxes!

QuickBooks Online is our accounting platform of choice as it is the industry leader, and it can handle 100% of the accounting needs of virtually all small businesses. It allows for integration with a multitude of apps (e.g., time tracking, expense reporting, online bill pay, etc.) that provide for a more efficient accounting system, which increases accuracy and saves a tremendous amount of time and money. Using QuickBooks Desktop is sometimes a better fit for businesses requiring certain specific features. I am a QuickBooks Pro Advisor.

Our bookkeeping services include:

  • Capturing and properly coding all bank and credit card transactions
  • Bank and credit card reconciliation
  • Accounts receivable
  • Accounts payable
  • Payroll processing and tax filing
  • Job costing
  • Inventory tracking
  • Fixed asset management
  • Sales tax accounting and filing
  • Financial reporting
  • Management reporting
  • 1099 filings