PROFESSIONAL SERVICES PROVIDED

PERSONALIZED QUALITY SERVICE

Our philosophy, first and foremost, would be directed to making a careful determination of our clients’ needs. We will then tailor our professional services specifically to meet those needs in a purely personalized basis ensuring our clients’ receive full benefits of our services.

STANDARD OF PROFESSIONALISM

Our firm will strive to maintain the highest standards of professionalism by adhering to the continuing education requirements of States Accountancy regulatory agency.

CONFIDENTIALITY

In accordance with the professions’ code of ethics, we will treat clients’ information with the strictest confidentiality.

PROFESSIONAL SERVICES PROVIDED

Bookkeeping Services

Compilation and review of clients’ financial information
Provision of monthly, quarterly and annual financial statements
Analysis and assistance with accounting procedures
QuickBooks and Peachtree Accounting Software set-up and training
Advice for best practices

Payroll Services

Preparation, record keeping and reporting employees’ payroll
Payroll related bank services including direct deposits for employees
Filing of federal, states quarterly, annual payroll reports and electronic payment of tax liabilities
Provide payroll training

Professional Tax Planning and Preparation

Provide year round tax planning services to minimize tax liabilities on federal and state income taxes; state sales and use taxes
Preparation of annual property taxes, individual and corporate tax returns
Client representation before the IRS and state tax agencies

Business Start-up Services

Viability studies for prospective businesses
Advice on choosing a suitable tax advantaged business structure (LLC, S-Corp., C-Corp., etc).
Setting up operational planning from the conception of the business plan through the start of operations.
Set-up the accounting operation in QuickBooks, Peachtree, etc

Management Consulting

We provide a wide range of specialized management advisory services to clients including but not limited to:

Assistance with loan applications and lease/buy services
Financial budget preparation, forecasts and projections
Cash and cash flow budgeting
Customized services to meet your personal and business needs
Writing a business plan for your business

Fees

We base our fees on time required to complete each engagement. We understand clients would generally like to minimize cash outlay in order to improve and or maintain cash flow for operations. Recognizing clients’ need to expend cash as may be appropriate for a service, we will have experienced staff to handle client assignments for effective cost to time management.