Business Services

As an outsourced accounting solution for small and medium businesses, we pride ourselves in taking the accounting function completely off an owner’s plate. That process starts with a foundation of sound financials. It is essential that bookkeeping is performed accurately and in a timely fashion as it is the driver for actionable financial information as well as the basis of tax filings. Errors in the books can be very costly, from poor decision making based on faulty data to overpaying taxes. Therein lies the benefit of having an accountant/ bookkeeper handle your bookkeeping and taxes!

QuickBooks Online is our accounting platform of choice as it is the clear cut industry leader and is robust enough to handle 100% of the accounting needs of virtually all small businesses. It allows for integration with a multitude of apps (e.g., time tracking, expense reporting, online bill pay, etc.) that provide for a more efficient accounting system, which increases accuracy and saves a tremendous amount of time and money. We do, however, work with clients using QuickBooks Desktop as well, as it is sometimes a better fit for businesses requiring certain specific features. We are advanced certified QuickBooks ProAdvisors on the online version.

Personal Services

As an accounting firm, we use our own integrated financial planning software to deliver your essentials and preferences. We take pride in helping individuals meet their financial goals, whether to save money, grow their money, get out of debt, or for tax services.

Tax Services