Our Services
Bookkeeping
Bookkeeping
Including data entry for all financial transactions, account reconciliation, and general ledger maintenance.
Payroll Services
Payroll Services
Options include company/employee setup and updates, time and wage entry, tax filings, and check mailing.
Tax Planning and Preparation
Tax Planning and Preparation
Our team is experienced in optimizing tax situations to align with wealth management goals for both individuals and small businesses.
Financial Reporting
Financial Reporting
Provided to clients by request and include financial statements, balance sheets, and statement of cash flows.
Business Start-Up Consulting
Business Start-Up Consulting
We provide guidance on best practices for the set-up of new small businesses based on client needs.
General Advisory and Consultation
General Advisory and Consultation
Including but not limited to estate planning, retirement planning, charitable giving strategies, and business development.