Services We Offer

We are an IRS Enrolled Agent and Intuit QuickBooks Online Advanced Certified ProAdvisor and specialize in accounting and tax solutions for you and/or your business! All our services are covered by our Money-Back Guarantee for your protection and satisfaction.

tax PREPARATION + Advisory

We specialize in income taxation, as well as FICA/SECA payroll/self employment tax, gift/estate tax, for both federal and state purposes. We offer comprehensive tax planning services that are customized to your specific situation, and as such will prepare your tax returns accordingly. Please contact us for a free consultation so we can best provide you with an accurate quote!

ACCOUNTING & tax consulting

If you need more strategic input from an accounting professional on how to architect, fine-tune, and improve existing accounting structures in your business, such as your Profit and Loss, Balance Sheet, General Ledger, and other reporting, this service is for you! We will also provide tax consulting input to maximize tax savings in a comprehensive way so you can plan strategically. 

We will consult you on best practices on accounting and financial safeguards to protect you and your business. In addition, we will provide you with actionable cash management strategies. Again, this is tailor-made to your specific needs.

BOOKKEEPING / accounting / payroll  (REMOTE)

Many business owners are choosing to cut their cost by at least 50% and going the route of outsourcing their bookkeeping entirely. With cloud-based technology, we guarantee that you will reduce cost and time spent on your monthly transactional workload, by simply outsourcing this segment of your business! We will handle all your accounting/bookkeeping remotely via bank-level secure encryption using QuickBooks Online.

This service can include as much or as little involvement as you want. We provide the following (and more):

  • Regular, ongoing bookkeeping service to maintain your business’s QuickBooks Online transactions, including all transactional activity (invoices, bills, estimates, purchase orders, credit memos, vendor credits, expenses, assets, liabilities, equity, cash & non cash transactions, etc.).
  • Monthly reconciliation of bank accounts and statements.
  • Monthly generation of P&Ls, Balance Sheet, and other requested financial statement such as Statement of Cash Flows, Sales Reports, Deposit Detail Reports, Payroll Reports, etc.
  • Processing of payroll and 1099 payments to independent contractors (full service & self-service options available).
  • Filing of payroll tax forms (Federal and state).
  • Accounts payable and accounts receivable processing (turnkey).

quickbooks online diagnostic / troubleshooting / cleanup

If you already have an existing QuickBooks Online file but have encountered issues, errors, transaction discrepancies, or you simply are not getting the results you want from QuickBooks, we can help! We will evaluate how your system is currently setup and make recommendations on how to correct and fix the issues. 

If you need your file cleaned up from past bookkeeping mistakes or other inconsistencies, we will handle this as well. In addition, we will cleanup and tie your file to past tax returns if they do not match.

We will also evaluate, diagnose, and troubleshoot workflow mistakes being made by your bookkeeper so the errors can be avoided in the future. In addition, we will evaluate and recommend any necessary upgrades and 3rd party applications that will further streamline your bookkeeping processes, such as Accounts Payable/Accounts Receivable automation, payroll outsourcing, inventory management automation, e-commerce sales automation, etc.

Quickbooks online training and / or setup

We are an Intuit QuickBooks Advanced Certified ProAdvisor, and as such we are your go-to resource for setup, implementation, and/or overhauling your business accounting and bookkeeping systems. We specialize in architecting all your bookkeeping, payroll, accounts receivable, accounts payable, payments, e-commerce, point of sale, cash management, and inventory management systems. We also specialize in moving businesses from QuickBooks Desktop onto QuickBooks Online.

This is a tailor-made package that will be suited to your specific needs. Whether you have a dedicated bookkeeping staff that needs training QuickBooks Online, or whether you are starting from the ground up, we will provide a customized package that will make sense to your business, and save you time and money!

We also will provide customized, private training sessions to you and your staff to optimize your accounting and bookkeeping skills in QuickBooks Online. These can be done at your place of business, our office, or remotely via webinar.