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Behind Every Client is a Person...

You are the most important person in our office, and you deserve to have timely and competent attention paid to your affairs. Your work will be handled by those staff members who can give you the service you require at the least possible cost. Our services are intended to complement your ability in your chosen field. You'll find in us a partner who can offer sound business and tax advice and help you cut through the red tape of the business, financial and government worlds.

Monthly Services


* Balance Sheet Necessary for a loan and to establish credit with a bank or new supplier. This important tool is available at any time.

* Operating Statement Gives a clear, concise picture of the profit and loss for the month as well as for the year-to-date. The percentages provide a management tool for controlling your business.

* Detail General Ledger Provides detail analysis of all entries made to all accounts each month.

* Journal Entry & Check Register Lists all entries made for sales, cash receipts and check disbursements in an organized and easy-to-follow manner.

* Bank Reconciliation Provides you with a correct cash balance each month, advising you of any adjustments or corrections so you know you are always using the correct figure.

* Payroll Register Lists all payments to all employees and contractors. This is the basis for all tax reports, W-2's and 1099's at the end of the year.

* Additional Services Comparative Financial Statements - Monthly comparison to Budget or Prior Year.

A Complete Accounting and Tax Service

  • Year-end planning to maximize tax savings
  • Year-round business and personal tax consultation
  • Tax comparisons to maximize legal deductions
  • Elimination of unwarranted penalties
  • Year-round monitoring of tax law changes
  • Tax return preparation
  • Monthly financial statements
  • Business buy/sell analysis
  • Equipment and real estate purchase and sale planning
  • Projections, budgets and comparative financial reports
  • Business problem solving and expansion evaluation
  • Tax Credit and Recovery
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