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Our firm offers a wide range of services to our individual and business clients. Being a family and minority owned business, we are able to offer our clients personalized quality service. Below we have listed some of the services that we offer along with a brief description. This list is not exhaustive so please feel free to inquire about our customizable services.
Meaningful, well-organized financial records ensure that your business operations will run more efficiently on a daily basis and are the foundation of a successful business. Our qualified staff can assist you with the day-to-day tasks associated with bookkeeping. We are all available on an as-needed basis, and customized to the level of service that your business requires. For example, if you have payroll, we’ll handle that; if you don’t have payroll and just need some QuickBooks advice/consulting, that’s fine too. We handle all aspects of Bookkeeping including…
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  • Bookkeeping Services – Daily, weekly, monthly, quarterly and annually

  • Banking, credit card, loan, investment and merchant account reconciliations; Paypal, Amazon, Stripe, Square and Shopify.

  • Updating the online banking to correct the bank balance to real-time.

  • Accounts Payable – Coding, posting, billpay with explicit approval, reconciling, reporting, year end 1099’s and maintaining vendor master files.

  • Accounts Receivable – Coding, posting of cash receipts & sales, invoicing, statements, reconciling, reporting, light collections by phone and mail as needed and maintaining customer master files.

  • Payroll – Processing and entering payroll from a third-party of your choosing.

  • QuickBooks Set-up – New company initial set-up of your accounting data file using QuickBooks desktop version or QuickBooks Online.

  • Clean Up / Catch Up work – If books are in arrears and need back months of bookkeeping performed.

  • Year-End Tax Filings – 1099 and 1096 compiling, filing and reporting.

Clean and Accurate Set of Books
Tax-Ready Financial Statements to file your small business tax return
Revenue and Expense management
Tailored Service to Your Needs
Saves you time and money
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