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We realize that that most entrepreneurs don’t have a degree in accounting or finance. Nor, thanks to QuickBooks, do you have an in-house professional CPA. Your job is to run your business, our job is run your accounting department. 

  • If have concerns about your bookkeeping, don’t worry. We can help you. We’ll help you set up an easy system that allows you to keep your records up-to-date and reconciled.

  • We have spent years “coaching” businesses on how to run QuickBooks. Our goal is to help you efficiently use QuickBooks on your own.

  • Annually we double-check your business records for accuracy. As we prepare your business tax return, we regularly check all of your general ledger accounts to ensure all of your balance sheet accounts are reconciled.

  • We help you maximize tax opportunities. For example; examining retirement plans, employing your children, business entity planning to reduce social security and Medicare taxes. 

Investment Chart
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