In today's dynamic business environment, changing trends and regulations contribute to the complexity of the daily operations of a company. Maintaining a full internal accounting staff can be a burden, particularly for a small growing business. Many business owners find that utilizing outsourced financial and accounting services is more cost-effective and efficient than managing a full-time accounting staff. Our Business Services Group provides you with customizable, well-designed systems to meet your accounting and financial needs, ultimately resulting in more effective processes for your business.


Business and Accounting Services

  • Bookkeeping and Accounting:
    • Transaction entry and accounts payable in QuickBooks
    • Reconciliation of bank statements, credit card statements, loans, and investments
    • Preparation of financial statements on a timely basis, enabling management to make more informed decisions
    • Review of financial statements for reasonableness and consistency
    • Assistance in selecting the basis of accounting that best fits the financial reporting needs of management
    • Review of financial activity with business owner to provide proactive planning and recommendations for improving business processes and financial performance
    • Set-up business procedures, chart of accounts, and accounting records
    • Maintenance of the fixed asset listing and depreciation schedules
    • Financial statement compilations customized to your business
  • State and Local Taxes
    • Sales tax return preparation
    • Local business tax return preparation
    • Property tax return preparation
    • Annual report
  • Payroll Tax Returns and Federal Information Returns
    • Quarterly and year-end payroll tax reporting
    • Annual information return processing (1099's)

Other Services Provided

  • QuickBooks Online and QuickBooks Desktop setup and training
  • Outsourced Controller/CFO
  • Coordination of Workers’ Comp audits
  • Education of laws governing household employees
  • Personal property tax audit assistance
  • Personal property tax appeal filing
  • Respond to various taxing agency notices (state, local and federal)