Comprehensive Accounting Services

We specialize in helping small businesses with expert accounting and bookkeeping solutions tailored to you. Choose from one of our standard packages or customize to fit your needs.

laptop computer on glass-top table
laptop computer on glass-top table
CFO Services

  • Monthly Income Statement, Balance Sheet, and Cash Flow Statements

  • 13-Week Cash Forecast

  • Annual Budget Preparation

  • Variance Analysis

  • Ratio Analysis

Expert Tax Preparation

  • Payroll Taxes

  • Sales and Use Taxes

  • Business Personal Property

  • Franchise Taxes

Basic Bookkeeping

  • Recording Transactions

  • Invoicing Customers

  • Paying Vendors

  • Reconciling Bank and Credit Card Accounts

Initial Setup in QuickBooks Online

  • Creation of Chart of Accounts

  • Setup Company Details and Preferences

  • Adding Customers, Products or Services, Employees, and Vendors

  • Linking Bank and Credit Card Accounts

  • Loading Starting Balances

LLC Formation