SERVICES

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Individuals

• Bookkeeping
• ​Account Reconciliations​
• Financial Statement Preparation
• Budget Preparation/Monitoring
• Disbursement Review/Processing
• Tax Return Preparation
• Tax Compliance​
• ​Tax Research & Planning
  
  

    

Small Businesses

• Business Formation Assistance  ​
• Create Chart of Accounts  
• General Ledger Review
• Financial Statement Preparation   
• Account Reconciliations
• Depreciation Calculations
• Bookkeeping
• QuickBooks/Software Set-up
• Virtual Training
• Tax Return Preparation
• Tax Compliance
• ​Tax Research & Planning
  
• ​Sales Tax Filing
• ​1099 Preparation   

Nonprofits 

• Create Chart of Accounts  
• General Ledger Review
• Net Asset Classification  
• ​Financial Statement Preparation
• Account Reconciliations
• Depreciation Calculations
• Bookkeeping
• ​Grant Accounting 
• Software Set-up​
• Virtual Training
• 990 Return Preparation
• 1099 Preparation