If you’re looking for a firm that will focus on your individual needs, and always treat you like a client who matters, look no further.  Our firm offers a full range of professional services with the individual attention that you deserve.

We will thoroughly and conscientiously study your personal situation, and tailor our advice to your specific needs.


QuickBooks can provide useful and timely information in the form of financial statements, reports and graphs. However, it can only provide this information if you purchase the right product and then install, setup and use it properly. We don’t just help you use the software, we help you use it more efficiently and effectively.
We offers the following solutions to help meet your QuickBooks needs:
  • Personal Training- We train you personally! Either one-on-one or several individuals within your organization onsite at your company’s location or remotely.
  • Installation- We can install QuickBooks software on your stand alone computer or in a network environment, in either single- or multiuser mode.
  • Setup- We assist new QuickBooks users with initial setup including: EasyStep Interview, Preferences, Lists, Customers, Vendors, Employees, Banking and Reports. We also help experienced users manage their businesses more effectively by improving their current setup. Many users experience problems and lack the ability to generate and track important information as a result of inadequate setup.
  • Support- Our QuickBooks support service can assist you with any installation, setup or operation assistance you might need. In addition, our support is not limited just to the software part of it, but we can also provide accounting and payroll assistance.
  • Review- Our QuickBooks review service helps companies that have the human resources to perform daily accounting and payroll tasks, but need an accounting and payroll expert to review your transactions, accounts and reports. This review ensures that you receive timely, relevant and reliable financial information. We also inform you of any corrections, adjustments or reclassifications necessary to ensure that the financial information you receive reflects the correct financial condition of your business. Reviews may be conducted at any time, but monthly reviews provide you with up-to-date information and feedback about your business.

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If your business does not currently have accounting staff or if your business is outgrowing its current bookkeeping system, we can provide comprehensive bookkeeping and write-up services  so that you can focus on your core business.  As your business needs grow and change, we can provide input and planning assistance to make sure your accounting and financial systems keep pace with your business needs.

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Financial Statements

Financial statements are an important tool for management decision making. Financial statements also represent your business to lenders, partners, potential buyers and other interested parties. We  will work closely with your key personnel to develop and finalize accurate and timely financial statements.

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Payroll Services

We offer payroll through Intuit’s Online Payroll and Quickbooks Payroll systems.
Our clients can have complete control or have us take over the duties.  We can process your payroll at your desired pay frequency and also file your payroll taxes.  Or you can choose to run your own payroll, but leave the payroll taxes to us.  Our payroll solution is flexible, leaving you in control.  Other great perks include free direct deposit for the first 5 employees! Actually we prefer it so it’ll save our trees! Both employers and employee have access to their payroll and paystubs 24/7 online.

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Tax Preparation

Our continuous investment in computerized tax preparation and research software enables us to accurately and efficiently prepare returns for various types of entities including individuals, corporations, and partnerships. We have the ability to file current and past due tax returns for individuals and businesses. We are an IRS E-File approved provider filing of all Federal and State returns.

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Tax Planning

Tax planning is an essential element of the tax preparation process. By making tax planning a part of your overall individual and business strategy, you can use our experience and access the most current tax laws to optimize both your current and future tax liabilities. We can help you proactively manage both your personal and your business tax issues, including understanding how upcoming business opportunities impact your tax status and vice versa. Not all tax planning opportunities are readily apparent. By having us on your team, you are more likely to benefit from those opportunities. We understand how the latest federal and state legislation and other developments affect you and your business and to our best to identify new strategies to reduce those federal or state tax liabilities.

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Call today to schedule an appointment!